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Invesco Dorsey Wright Momentum ETF

205 hedge funds and large institutions have $700M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

27% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 66

28% less capital invested

Capital invested by funds: $969M → $700M (-$270M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
205
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
$460K
Puts
$260K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CWC Advisors
Oregon
$201K
BTD
152
BankPlus Trust Department
Mississippi
$183K
HIA
153
Harbor Investment Advisory
Maryland
$179K
AWM
154
AE Wealth Management
Kansas
$174K
AF
155
Allworth Financial
California
$160K
WWM
156
Wagner Wealth Management
South Carolina
$119K
MA
157
MCF Advisors
Kentucky
$114K
HWA
158
HHM Wealth Advisors
Tennessee
$101K
TIM
159
Tortoise Investment Management
New York
$100K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$92.7K
AIM
161
Anchor Investment Management
South Carolina
$85.5K
FFA
162
Founders Financial Alliance
North Carolina
$80.2K
WSFS
163
Wilmington Savings Fund Society
Delaware
$80K
WP
164
WealthShield Partners
North Carolina
$70K
CAM
165
Costello Asset Management
Pennsylvania
$63K
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$60K
HI
167
Harbour Investments
Wisconsin
$59.4K
SL
168
Salomon & Ludwin
Virginia
$52.8K
PA
169
Parallel Advisors
California
$46.6K
HCP
170
Hexagon Capital Partners
Arkansas
$40K
CICI
171
Capital Investment Counsel Inc
North Carolina
$39.2K
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$36.7K
CFD
173
Creative Financial Designs
Indiana
$35.6K
BC
174
Barrett & Company
Rhode Island
$30K
MCM
175
MAI Capital Management
Ohio
$30K