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Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $752M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1.08% more ownership

Funds ownership: 57.23%58.31% (+1.1%)

0% more funds holding

Funds holding: 200200 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $773M → $752M (-$20.5M)

52% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 71

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
34
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCCA
76
Mill Creek Capital Advisors
Pennsylvania
$765K
MAM
77
Mullooly Asset Management
New Jersey
$720K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$688K +$306K +2,596 +78%
GWM
79
Geneos Wealth Management
Colorado
$644K -$52.4K -445 -7%
BAAM
80
Baker Avenue Asset Management
California
$622K +$18.8K +160 +3%
SA
81
Sanctuary Advisors
Indiana
$619K -$11.8K -100 -2%
WCM
82
WealthBridge Capital Management
Ohio
$614K
MCA
83
Millennium Capital Advisors
Arkansas
$613K
PFG
84
Prosperity Financial Group
California
$601K +$118 +1 +0%
SWP
85
Stratos Wealth Partners
Ohio
$562K +$9.43K +80 +2%
CPC
86
Consolidated Planning Corp
Georgia
$560K
CWP
87
Cyndeo Wealth Partners
Florida
$558K -$15.2K -129 -3%
RFW
88
Redwood Family Wealth
Texas
$545K +$552K +4,683 New
RIA
89
Realta Investment Advisors
Delaware
$533K -$5.66K -48 -1%
QCM
90
Quantinno Capital Management
New York
$527K +$533K +4,524 New
PTC
91
Private Trust Company
Ohio
$515K -$5.54K -47 -1%
IA
92
IFP Advisors
Florida
$513K -$15.2K -129 -3%
PWP
93
Principle Wealth Partners
Connecticut
$512K
CIBC World Market
94
CIBC World Market
Ontario, Canada
$503K
BMCM
95
Bryn Mawr Capital Management
Pennsylvania
$472K
HAG
96
HighPoint Advisor Group
Illinois
$462K +$468K +3,970 New
Jones Financial Companies
97
Jones Financial Companies
Missouri
$448K +$70K +594 +18%
AC
98
AlphaCore Capital
California
$446K +$451K +3,830 New
EBA
99
Eagle Bay Advisors
New York
$410K
SC
100
Sapient Capital
Indiana
$407K