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Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $752M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1.08% more ownership

Funds ownership: 57.23%58.31% (+1.1%)

0% more funds holding

Funds holding: 200200 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $773M → $752M (-$20.5M)

52% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 71

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
34
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
Trinity Wealth Management
Pennsylvania
$401K
SWM
102
Spire Wealth Management
Virginia
$396K +$128K +1,085 +47%
JSW
103
Journey Strategic Wealth
New Jersey
$390K -$11.8K -100 -3%
CRWM
104
Castle Rock Wealth Management
California
$386K
GRA
105
Golden Road Advisors
Florida
$377K -$21.3K -181 -5%
GAA
106
Global Assets Advisory
Florida
$372K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$372K -$2.83K -24 -0.7%
VT
108
Vise Technologies
New York
$366K +$371K +3,146 New
PAG
109
Private Advisor Group
New Jersey
$364K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$364K
AQR Capital Management
111
AQR Capital Management
Connecticut
$356K +$360K +3,057 New
NAS
112
NWF Advisory Services
California
$352K -$102K -870 -22%
SWM
113
Selective Wealth Management
Virginia
$349K
NL
114
NWAM LLC
Washington
$348K -$37.7K -320 -10%
MFA
115
Morling Financial Advisors
California
$341K
MWM
116
Modern Wealth Management
Kansas
$330K
BCM
117
Brookstone Capital Management
Illinois
$328K +$17.2K +146 +5%
KWM
118
Kingsview Wealth Management
Oregon
$327K -$14K -119 -4%
OBWG
119
Onyx Bridge Wealth Group
New York
$322K -$70.1K -595 -18%
PSF
120
Pacific Sun Financial
California
$308K -$29.5K -250 -9%
AF
121
Apollon Financial
South Carolina
$306K
Corient Private Wealth
122
Corient Private Wealth
Florida
$302K
SAM
123
Strategy Asset Managers
California
$301K -$5.89K -50 -2%
FCCM
124
First City Capital Management
Georgia
$301K
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$298K -$9.07K -77 -3%