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Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $773M 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, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $726M → $773M (+$46.2M)

0.78% more ownership

Funds ownership: 56.44%57.23% (+0.78%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 203200 (-3)

33% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 73

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
49
Reduced
73
Closed
17
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
GRA
101
Golden Road Advisors
Florida
$403K +$20.3K +181 +6%
OBWG
102
Onyx Bridge Wealth Group
New York
$397K +$378K +3,360 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$391K +$5.51K +49 +2%
Jane Street
104
Jane Street
New York
$391K +$372K +3,310 New
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$380K -$4.61K -41 -1%
NL
106
NWAM LLC
Washington
$379K -$2.36K -21 -0.7%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$379K +$53.8K +479 +17%
GAA
108
Global Assets Advisory
Florida
$378K +$360K +3,200 New
CRWM
109
Castle Rock Wealth Management
California
$373K
PAG
110
Private Advisor Group
New Jersey
$369K -$309K -2,749 -47%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$369K +$12.1K +108 +4%
MFA
112
Morling Financial Advisors
California
$346K
KWM
113
Kingsview Wealth Management
Oregon
$345K
WEG
114
World Equity Group
Illinois
$345K +$329K +2,924 New
PSF
115
Pacific Sun Financial
California
$341K -$8.99K -80 -3%
MWM
116
Modern Wealth Management
Kansas
$334K
SWM
117
Selective Wealth Management
Virginia
$334K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$323K +$308K +2,739 New
BCM
119
Brookstone Capital Management
Illinois
$316K
SAM
120
Strategy Asset Managers
California
$312K -$117K -1,041 -28%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$311K +$31.5K +280 +12%
AF
122
Apollon Financial
South Carolina
$311K -$9.44K -84 -3%
Corient Private Wealth
123
Corient Private Wealth
Florida
$307K -$60.2K -536 -17%
FCCM
124
First City Capital Management
Georgia
$305K
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$293K -$11.2K -100 -4%