We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF

207 hedge funds and large institutions have $741M 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, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

24% more call options, than puts

Call options by funds: $435K | Put options by funds: $350K

4% more funds holding

Funds holding: 200207 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.76% less ownership

Funds ownership: 58.31%57.55% (-0.76%)

2% less capital invested

Capital invested by funds: $752M → $741M (-$11.5M)

45% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 67

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
37
Reduced
67
Closed
9
Calls
$435K
Puts
$350K
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
76
Quantinno Capital Management
New York
$730K +$189K +1,524 +34%
MWM
77
MorganRosel Wealth Management
Colorado
$730K -$1.95M -15,748 -72%
WWMP
78
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$711K -$1.06M -8,582 -59%
HighTower Advisors
79
HighTower Advisors
Illinois
$669K +$413K +3,331 +151%
SWP
80
Stratos Wealth Partners
Ohio
$662K +$80.6K +650 +13%
GWM
81
Geneos Wealth Management
Colorado
$656K -$11.9K -96 -2%
MCA
82
Millennium Capital Advisors
Arkansas
$636K -$124 -1 -0%
BAAM
83
Baker Avenue Asset Management
California
$634K -$12.3K -99 -2%
PFG
84
Prosperity Financial Group
California
$624K
WCM
85
WealthBridge Capital Management
Ohio
$619K -$18K -145 -3%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$605K -$112K -902 -15%
KWM
87
Kiker Wealth Management
Georgia
$582K +$598K +4,819 New
IA
88
IFP Advisors
Florida
$560K +$29.2K +235 +5%
AQR Capital Management
89
AQR Capital Management
Connecticut
$558K +$194K +1,565 +51%
PTC
90
Private Trust Company
Ohio
$534K
RIA
91
Realta Investment Advisors
Delaware
$533K -$20.5K -165 -4%
PWP
92
Principle Wealth Partners
Connecticut
$531K
CIBC World Market
93
CIBC World Market
Ontario, Canada
$522K
CWP
94
Cyndeo Wealth Partners
Florida
$519K -$61.5K -496 -10%
RFW
95
Redwood Family Wealth
Texas
$517K -$49.6K -400 -9%
First Trust Advisors
96
First Trust Advisors
Illinois
$516K +$530K +4,273 New
BMCM
97
Bryn Mawr Capital Management
Pennsylvania
$489K
NG
98
Navigation Group
California
$489K +$502K +4,050 New
HAG
99
HighPoint Advisor Group
Illinois
$470K -$9.93K -80 -2%
NAS
100
NWF Advisory Services
California
$468K +$105K +850 +28%