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Invesco Dorsey Wright Momentum ETF

206 hedge funds and large institutions have $733M invested in Invesco Dorsey Wright Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $752M → $733M (-$19.6M)

1.39% less ownership

Funds ownership: 58.31%56.91% (-1.4%)

44% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 66

Holders
206
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$435K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$447K
Jones Financial Companies
102
Jones Financial Companies
Missouri
$421K
SC
103
Sapient Capital
Indiana
$417K
SWM
104
Spire Wealth Management
Virginia
$411K
JSW
105
Journey Strategic Wealth
New Jersey
$404K
GAA
106
Global Assets Advisory
Florida
$386K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$386K
CRWM
108
Castle Rock Wealth Management
California
$385K
EBA
109
Eagle Bay Advisors
New York
$384K
GRA
110
Golden Road Advisors
Florida
$383K
PAG
111
Private Advisor Group
New Jersey
$378K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$377K
SWM
113
Selective Wealth Management
Virginia
$371K
TWM
114
Trinity Wealth Management
Pennsylvania
$371K
VT
115
Vise Technologies
New York
$366K
MFA
116
Morling Financial Advisors
California
$354K
MWM
117
Modern Wealth Management
Kansas
$349K
KWM
118
Kingsview Wealth Management
Oregon
$344K
BCM
119
Brookstone Capital Management
Illinois
$340K
NL
120
NWAM LLC
Washington
$339K
OBWG
121
Onyx Bridge Wealth Group
New York
$334K
Corient Private Wealth
122
Corient Private Wealth
Florida
$323K
AF
123
Apollon Financial
South Carolina
$318K
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$314K
SAM
125
Strategy Asset Managers
California
$313K