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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
Holders
199
Holders Change
-6
Holders Change %
-2.93%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
43
Reduced
66
Closed
22
Calls
$684K
Puts
$1.55M
Net Calls
-$869K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$281K -$17.9K -165 -6%
NL
127
NWAM LLC
Washington
$266K -$39.8K -349 -13%
WF
128
Welch & Forbes
Massachusetts
$263K
SWM
129
Spire Wealth Management
Virginia
$263K -$138K -1,275 -35%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$256K +$191K +1,757 +293%
HighTower Advisors
131
HighTower Advisors
Illinois
$250K -$136K -1,255 -35%
PRTG
132
Post Resch Tallon Group
New York
$244K -$52.1K -480 -18%
SA
133
Shilanski & Associates
Alaska
$241K
Citigroup
134
Citigroup
New York
$238K
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$238K
SMC
136
Smith, Moore & Co
Missouri
$231K
HT
137
Heritage Trust
Oklahoma
$227K
DIM
138
Delta Investment Management
California
$225K +$109 +1 +0%
AWM
139
Affinity Wealth Management
Delaware
$223K
KFGK
140
Keystone Financial Group (Kentucky)
Kentucky
$223K -$16.2K -149 -7%
IWM
141
IHT Wealth Management
Illinois
$219K -$152K -1,400 -41%
CA
142
CWC Advisors
Oregon
$218K
VCP
143
Vista Capital Partners
Oregon
$217K +$217K +2,000 New
MCP
144
Mirador Capital Partners
California
$217K +$217K +2,000 New
VWA
145
Visionary Wealth Advisors
Illinois
$212K +$212K +1,950 New
TWM
146
Trueblood Wealth Management
Ohio
$207K +$207K +1,910 New
Kovitz Investment Group Partners
147
Kovitz Investment Group Partners
Illinois
$200K +$200K +1,842 New
BTD
148
BankPlus Trust Department
Mississippi
$199K
HIA
149
Harbor Investment Advisory
Maryland
$194K
AssetMark Inc
150
AssetMark Inc
California
$193K +$193K +1,778 New