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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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

35% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 66

56% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.55M

Holders
199
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
$684K
Puts
$1.55M
Net Calls
Net Calls Change

Top Buyers

1 +$2.71M
2 +$2.11M
3 +$1.63M
4
Goldman Sachs
Goldman Sachs
New York
+$1.11M
5
FTUS
Flow Traders U.S.
New York
+$1.02M

Top Sellers

1 -$19.1M
2 -$6.76M
3 -$6.17M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.43M
5
LPL Financial
LPL Financial
California
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
101
Eagle Bay Advisors
New York
$382K
EH
102
Equitable Holdings
New York
$382K
TWM
103
Trinity Wealth Management
Pennsylvania
$378K
SC
104
Sapient Capital
Indiana
$375K
TA
105
TKG Advisors
Indiana
$372K
WIA
106
World Investment Advisors
California
$367K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$354K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$354K
GRA
109
Golden Road Advisors
Florida
$351K
CRWM
110
Castle Rock Wealth Management
California
$350K
Corient Private Wealth
111
Corient Private Wealth
Florida
$340K
CF
112
Claris Financial
Virginia
$339K
HF
113
HRT Financial
New York
$331K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$328K
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
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
AF
123
Apollon Financial
South Carolina
$295K
BCM
124
Brookstone Capital Management
Illinois
$290K
FCCM
125
First City Capital Management
Georgia
$281K