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Invesco Dorsey Wright Momentum ETF

208 hedge funds and large institutions have $701M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $460K | Put options by funds: $260K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0% more funds holding

Funds holding: 208208 (0)

0.05% less ownership

Funds ownership: 46.58%46.53% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 66

28% less capital invested

Capital invested by funds: $970M → $701M (-$269M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Principle Wealth Partners
Connecticut
$439K
Comerica Bank
102
Comerica Bank
Texas
$437K -$103K -954 -18%
BAAM
103
Baker Avenue Asset Management
California
$431K -$9.07K -84 -2%
NAS
104
NWF Advisory Services
California
$402K +$434K +4,020 New
TA
105
TKG Advisors
Indiana
$386K -$23.2K -215 -5%
SFI
106
SPC Financial Inc
Maryland
$383K
SAM
107
Strategy Asset Managers
California
$374K -$12.3K -114 -3%
CF
108
Claris Financial
Virginia
$371K
SWM
109
Spire Wealth Management
Virginia
$369K
P
110
&Partners
Tennessee
$367K -$41.9K -388 -10%
SAW
111
Signal Advisors Wealth
Michigan
$356K +$384K +3,558 New
JSW
112
Journey Strategic Wealth
New Jersey
$355K
HighTower Advisors
113
HighTower Advisors
Illinois
$355K -$45.7K -423 -11%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$351K +$9.4K +87 +3%
TWM
115
Trinity Wealth Management
Pennsylvania
$349K -$4.21K -39 -1%
SC
116
Sapient Capital
Indiana
$345K
IWM
117
IHT Wealth Management
Illinois
$341K +$369K +3,416 New
WIA
118
World Investment Advisors
California
$339K -$34.7K -321 -9%
LRWM
119
Lord & Richards Wealth Management
Colorado
$336K -$103K -954 -22%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$326K +$7.02K +65 +2%
CRWM
121
Castle Rock Wealth Management
California
$324K
GRA
122
Golden Road Advisors
Florida
$323K
WEG
123
World Equity Group
Illinois
$320K +$346K +3,199 New
FAIM
124
Financial Advocates Investment Management
Washington
$300K
PSF
125
Pacific Sun Financial
California
$297K -$10.8K -100 -3%