PDP icon

Invesco Dorsey Wright Momentum ETF

202 hedge funds and large institutions have $715M 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, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

37% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 68

56% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.55M

Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$684K
Puts
$1.55M
Net Calls
Net Calls Change

Top Buyers

1 +$2.71M
2 +$2.11M
3 +$1.63M
4
Goldman Sachs
Goldman Sachs
New York
+$1.11M
5
FTUS
Flow Traders U.S.
New York
+$1.02M

Top Sellers

1 -$19.1M
2 -$6.76M
3 -$6.17M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.43M
5
LPL Financial
LPL Financial
California
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
126
First City Capital Management
Georgia
$281K
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$281K
NL
128
NWAM LLC
Washington
$266K
WF
129
Welch & Forbes
Massachusetts
$263K
SWM
130
Spire Wealth Management
Virginia
$263K
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$256K
HighTower Advisors
132
HighTower Advisors
Illinois
$250K
PRTG
133
Post Resch Tallon Group
New York
$244K
SA
134
Shilanski & Associates
Alaska
$241K
Citigroup
135
Citigroup
New York
$238K
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$238K
SMC
137
Smith, Moore & Co
Missouri
$231K
HT
138
Heritage Trust
Oklahoma
$227K
DIM
139
Delta Investment Management
California
$225K
AWM
140
Affinity Wealth Management
Delaware
$223K
KFGK
141
Keystone Financial Group (Kentucky)
Kentucky
$223K
IWM
142
IHT Wealth Management
Illinois
$219K
CA
143
CWC Advisors
Oregon
$218K
MCP
144
Mirador Capital Partners
California
$217K
VCP
145
Vista Capital Partners
Oregon
$217K
VWA
146
Visionary Wealth Advisors
Illinois
$212K
TWM
147
Trueblood Wealth Management
Ohio
$207K
Kovitz Investment Group Partners
148
Kovitz Investment Group Partners
Illinois
$200K
BTD
149
BankPlus Trust Department
Mississippi
$199K
HIA
150
Harbor Investment Advisory
Maryland
$194K