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Invesco Dorsey Wright Momentum ETF

205 hedge funds and large institutions have $700M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

27% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 66

28% less capital invested

Capital invested by funds: $969M → $700M (-$270M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$460K
Puts
$260K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
101
Baker Avenue Asset Management
California
$431K
NAS
102
NWF Advisory Services
California
$402K
TA
103
TKG Advisors
Indiana
$386K
SFI
104
SPC Financial Inc
Maryland
$383K
SAM
105
Strategy Asset Managers
California
$374K
CF
106
Claris Financial
Virginia
$371K
SWM
107
Spire Wealth Management
Virginia
$369K
P
108
&Partners
Tennessee
$367K
SAW
109
Signal Advisors Wealth
Michigan
$356K
JSW
110
Journey Strategic Wealth
New Jersey
$355K
HighTower Advisors
111
HighTower Advisors
Illinois
$355K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$351K
TWM
113
Trinity Wealth Management
Pennsylvania
$349K
SC
114
Sapient Capital
Indiana
$345K
IWM
115
IHT Wealth Management
Illinois
$341K
WIA
116
World Investment Advisors
California
$339K
LRWM
117
Lord & Richards Wealth Management
Colorado
$336K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$326K
CRWM
119
Castle Rock Wealth Management
California
$324K
GRA
120
Golden Road Advisors
Florida
$323K
WEG
121
World Equity Group
Illinois
$320K
FAIM
122
Financial Advocates Investment Management
Washington
$300K
PSF
123
Pacific Sun Financial
California
$297K
DQRIM
124
Dale Q Rice Investment Management
Washington
$295K
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$294K