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Invesco Dorsey Wright Momentum ETF

199 hedge funds and large institutions have $772M 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, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

32% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 72

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
199
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
$319K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$6.18M
2 -$3.18M
3 -$2.92M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.71M
5
GSC
G&S Capital
Colorado
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
101
Onyx Bridge Wealth Group
New York
$397K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$391K
Jane Street
103
Jane Street
New York
$391K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$380K
Jones Financial Companies
105
Jones Financial Companies
Missouri
$379K
GAA
106
Global Assets Advisory
Florida
$378K
CRWM
107
Castle Rock Wealth Management
California
$373K
PAG
108
Private Advisor Group
New Jersey
$369K
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$369K
MFA
110
Morling Financial Advisors
California
$346K
KWM
111
Kingsview Wealth Management
Oregon
$345K
WEG
112
World Equity Group
Illinois
$345K
PSF
113
Pacific Sun Financial
California
$341K
MWM
114
Modern Wealth Management
Kansas
$334K
SWM
115
Selective Wealth Management
Virginia
$334K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$323K
BCM
117
Brookstone Capital Management
Illinois
$316K
SAM
118
Strategy Asset Managers
California
$312K
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$311K
AF
120
Apollon Financial
South Carolina
$311K
Corient Private Wealth
121
Corient Private Wealth
Florida
$307K
FCCM
122
First City Capital Management
Georgia
$305K
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$293K
WF
124
Welch & Forbes
Massachusetts
$286K
WIA
125
World Investment Advisors
California
$282K