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Invesco Dorsey Wright Momentum ETF

207 hedge funds and large institutions have $741M 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, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

24% more call options, than puts

Call options by funds: $435K | Put options by funds: $350K

4% more funds holding

Funds holding: 200207 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.76% less ownership

Funds ownership: 58.31%57.55% (-0.76%)

2% less capital invested

Capital invested by funds: $752M → $741M (-$11.5M)

45% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 67

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
37
Reduced
67
Closed
9
Calls
$435K
Puts
$350K
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
101
AlphaCore Capital
California
$462K
Citadel Advisors
102
Citadel Advisors
Florida
$447K +$460K +3,704 New
PVI
103
Pine Valley Investments
New Jersey
$447K +$459K +3,701 New
Jones Financial Companies
104
Jones Financial Companies
Missouri
$421K -$35.1K -283 -7%
SC
105
Sapient Capital
Indiana
$417K
SWM
106
Spire Wealth Management
Virginia
$411K
JSW
107
Journey Strategic Wealth
New Jersey
$404K
GAA
108
Global Assets Advisory
Florida
$386K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$386K
CRWM
110
Castle Rock Wealth Management
California
$385K
EBA
111
Eagle Bay Advisors
New York
$384K -$41.9K -338 -10%
GRA
112
Golden Road Advisors
Florida
$383K -$7.44K -60 -2%
PAG
113
Private Advisor Group
New Jersey
$378K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$377K
SWM
115
Selective Wealth Management
Virginia
$371K
TWM
116
Trinity Wealth Management
Pennsylvania
$371K -$46.4K -374 -11%
VT
117
Vise Technologies
New York
$366K
MFA
118
Morling Financial Advisors
California
$354K
MWM
119
Modern Wealth Management
Kansas
$349K
KWM
120
Kingsview Wealth Management
Oregon
$344K +$5.21K +42 +1%
BCM
121
Brookstone Capital Management
Illinois
$340K
NL
122
NWAM LLC
Washington
$339K -$6.2K -50 -2%
OBWG
123
Onyx Bridge Wealth Group
New York
$334K
Corient Private Wealth
124
Corient Private Wealth
Florida
$323K +$9.3K +75 +3%
AF
125
Apollon Financial
South Carolina
$318K