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Invesco Dorsey Wright Momentum ETF

208 hedge funds and large institutions have $701M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $460K | Put options by funds: $260K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0% more funds holding

Funds holding: 208208 (0)

0.05% less ownership

Funds ownership: 46.58%46.53% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 66

28% less capital invested

Capital invested by funds: $970M → $701M (-$269M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K
Name Holding Trade Value Shares
Change
Change in
Stake
DQRIM
126
Dale Q Rice Investment Management
Washington
$295K +$318K +2,948 New
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$294K +$4.75K +44 +2%
MFA
128
Morling Financial Advisors
California
$293K
EH
129
Equitable Holdings
New York
$292K
ASN
130
Advisory Services Network
Georgia
$291K +$314K +2,909 New
KWM
131
Kingsview Wealth Management
Oregon
$288K +$29.8K +276 +11%
TNA
132
True North Advisors
Texas
$287K
MWM
133
Modern Wealth Management
Kansas
$283K
Jones Financial Companies
134
Jones Financial Companies
Missouri
$278K +$108K +997 +56%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$275K
PRTG
136
Post Resch Tallon Group
New York
$272K +$78.9K +730 +37%
AF
137
Apollon Financial
South Carolina
$272K +$30.7K +284 +12%
NL
138
NWAM LLC
Washington
$268K -$142K -1,316 -33%
SWM
139
Selective Wealth Management
Virginia
$267K
BCM
140
Brookstone Capital Management
Illinois
$264K -$18.9K -175 -6%
Corient Private Wealth
141
Corient Private Wealth
Florida
$259K -$15K -139 -5%
FCCM
142
First City Capital Management
Georgia
$258K
JWCA
143
J.W. Cole Advisors
Florida
$253K +$273K +2,526 New
WF
144
Welch & Forbes
Massachusetts
$242K
SA
145
Shilanski & Associates
Alaska
$222K
KFGK
146
Keystone Financial Group (Kentucky)
Kentucky
$220K -$61.9K -573 -21%
Citigroup
147
Citigroup
New York
$219K -$7.99K -74 -3%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$219K
SMC
149
Smith, Moore & Co
Missouri
$212K
HT
150
Heritage Trust
Oklahoma
$209K