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Invesco Dorsey Wright Momentum ETF

206 hedge funds and large institutions have $733M invested in Invesco Dorsey Wright Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $752M → $733M (-$19.6M)

1.39% less ownership

Funds ownership: 58.31%56.91% (-1.4%)

44% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 66

Holders
206
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$435K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
MorganRosel Wealth Management
Colorado
$730K
WWMP
77
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$711K
HighTower Advisors
78
HighTower Advisors
Illinois
$669K
SWP
79
Stratos Wealth Partners
Ohio
$662K
GWM
80
Geneos Wealth Management
Colorado
$656K
MCA
81
Millennium Capital Advisors
Arkansas
$636K
BAAM
82
Baker Avenue Asset Management
California
$634K
PFG
83
Prosperity Financial Group
California
$624K
WCM
84
WealthBridge Capital Management
Ohio
$619K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$605K
KWM
86
Kiker Wealth Management
Georgia
$582K
IA
87
IFP Advisors
Florida
$560K
AQR Capital Management
88
AQR Capital Management
Connecticut
$558K
PTC
89
Private Trust Company
Ohio
$534K
RIA
90
Realta Investment Advisors
Delaware
$533K
PWP
91
Principle Wealth Partners
Connecticut
$531K
CIBC World Market
92
CIBC World Market
Ontario, Canada
$522K
CWP
93
Cyndeo Wealth Partners
Florida
$519K
RFW
94
Redwood Family Wealth
Texas
$517K
First Trust Advisors
95
First Trust Advisors
Illinois
$516K
BMCM
96
Bryn Mawr Capital Management
Pennsylvania
$489K
NG
97
Navigation Group
California
$489K
HAG
98
HighPoint Advisor Group
Illinois
$470K
NAS
99
NWF Advisory Services
California
$468K
AC
100
AlphaCore Capital
California
$462K