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Invesco Dorsey Wright Momentum ETF

199 hedge funds and large institutions have $714M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-6
Holders Change %
-2.93%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
43
Reduced
66
Closed
22
Calls
$684K
Puts
$1.55M
Net Calls
-$869K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
EBA
101
Eagle Bay Advisors
New York
$382K -$243K -2,242 -39%
EH
102
Equitable Holdings
New York
$382K +$65.3K +601 +21%
TWM
103
Trinity Wealth Management
Pennsylvania
$378K -$760 -7 -0.2%
SC
104
Sapient Capital
Indiana
$375K
TA
105
TKG Advisors
Indiana
$372K -$46.9K -432 -11%
WIA
106
World Investment Advisors
California
$367K -$869 -8 -0.2%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$354K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$354K -$26.7K -246 -7%
GRA
109
Golden Road Advisors
Florida
$351K
CRWM
110
Castle Rock Wealth Management
California
$350K -$11.2K -100 -3%
Corient Private Wealth
111
Corient Private Wealth
Florida
$340K +$58.5K +539 +21%
CF
112
Claris Financial
Virginia
$339K -$35K -322 -9%
HF
113
HRT Financial
New York
$331K +$331K +3,051 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$328K +$8.14K +75 +3%
FAIM
115
Financial Advocates Investment Management
Washington
$326K
PSF
116
Pacific Sun Financial
California
$323K
MFA
117
Morling Financial Advisors
California
$318K
KWM
118
Kingsview Wealth Management
Oregon
$318K +$5.43K +50 +2%
TNA
119
True North Advisors
Texas
$312K
MWM
120
Modern Wealth Management
Kansas
$307K
SWM
121
Selective Wealth Management
Virginia
$306K
Jones Financial Companies
122
Jones Financial Companies
Missouri
$299K -$1.83K -17 -0.6%
AF
123
Apollon Financial
South Carolina
$295K
BCM
124
Brookstone Capital Management
Illinois
$290K +$3.15K +29 +1%
FCCM
125
First City Capital Management
Georgia
$281K