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Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $773M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $726M → $773M (+$46.2M)

0.78% more ownership

Funds ownership: 56.44%57.23% (+0.78%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 203200 (-3)

33% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 73

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
49
Reduced
73
Closed
17
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Merit Financial Group
Georgia
$724K -$351K -3,125 -34%
GWM
77
Geneos Wealth Management
Colorado
$706K -$19.7K -175 -3%
SA
78
Sanctuary Advisors
Indiana
$640K -$22.7K -202 -4%
KWM
79
Kiker Wealth Management
Georgia
$636K -$9.21K -82 -1%
WCM
80
WealthBridge Capital Management
Ohio
$623K -$33.7K -300 -5%
MCA
81
Millennium Capital Advisors
Arkansas
$621K
BAAM
82
Baker Avenue Asset Management
California
$612K +$30.3K +270 +5%
PFG
83
Prosperity Financial Group
California
$610K +$450 +4 +0.1%
CWP
84
Cyndeo Wealth Partners
Florida
$582K +$112 +1 +0%
CPC
85
Consolidated Planning Corp
Georgia
$568K
SWP
86
Stratos Wealth Partners
Ohio
$561K -$4.5K -40 -0.8%
RIA
87
Realta Investment Advisors
Delaware
$547K +$10.1K +90 +2%
IA
88
IFP Advisors
Florida
$535K -$82.4K -733 -14%
PTC
89
Private Trust Company
Ohio
$527K -$6.07K -54 -1%
PWP
90
Principle Wealth Partners
Connecticut
$519K
CIBC World Market
91
CIBC World Market
Ontario, Canada
$510K -$30.9K -275 -6%
BMCM
92
Bryn Mawr Capital Management
Pennsylvania
$478K
NAS
93
NWF Advisory Services
California
$460K -$33.9K -302 -7%
HF
94
HRT Financial
New York
$460K +$95.1K +846 +28%
SFI
95
SPC Financial Inc
Maryland
$452K
EBA
96
Eagle Bay Advisors
New York
$415K
RW
97
Rede Wealth
Virginia
$415K +$395K +3,519 New
JSW
98
Journey Strategic Wealth
New Jersey
$407K -$11.8K -105 -3%
TWM
99
Trinity Wealth Management
Pennsylvania
$407K -$4.27K -38 -1%
SC
100
Sapient Capital
Indiana
$405K