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Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $752M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1.08% more ownership

Funds ownership: 57.23%58.31% (+1.1%)

0% more funds holding

Funds holding: 200200 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $773M → $752M (-$20.5M)

52% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 71

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
34
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
126
Claris Financial
Virginia
$292K +$295K +2,506 New
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$289K
WF
128
Welch & Forbes
Massachusetts
$282K
WIA
129
World Investment Advisors
California
$280K +$1.89K +16 +0.7%
KFGK
130
Keystone Financial Group (Kentucky)
Kentucky
$275K +$43.1K +366 +18%
Citigroup
131
Citigroup
New York
$263K +$11.2K +95 +4%
HighTower Advisors
132
HighTower Advisors
Illinois
$257K -$10.8K -92 -4%
Koshinski Asset Management
133
Koshinski Asset Management
Illinois
$255K
PRTG
134
Post Resch Tallon Group
New York
$246K
HT
135
Heritage Trust
Oklahoma
$244K
DIM
136
Delta Investment Management
California
$241K -$118 -1 -0%
AWM
137
Affinity Wealth Management
Delaware
$239K
AWM
138
Apollon Wealth Management
South Carolina
$235K +$237K +2,016 New
CA
139
CWC Advisors
Oregon
$234K
MCP
140
Mirador Capital Partners
California
$233K
VCP
141
Vista Capital Partners
Oregon
$233K
MOS
142
MGO One Seven
Ohio
$229K +$232K +1,969 New
GPWA
143
Gaddis Premier Wealth Advisors
Oklahoma
$228K +$230K +1,955 New
VWA
144
Visionary Wealth Advisors
Illinois
$227K
TWM
145
Trueblood Wealth Management
Ohio
$223K
CW
146
CreativeOne Wealth
Kansas
$218K +$220K +1,871 New
BTD
147
BankPlus Trust Department
Mississippi
$213K
HIA
148
Harbor Investment Advisory
Maryland
$208K
RCAG
149
Rehmann Capital Advisory Group
Michigan
$203K
AssetMark Inc
150
AssetMark Inc
California
$200K -$707 -6 -0.3%