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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
AssetMark Inc
151
AssetMark Inc
California
$193K
AWM
152
AE Wealth Management
Kansas
$180K
AF
153
Allworth Financial
California
$175K
WWM
154
Wagner Wealth Management
South Carolina
$129K
MA
155
MCF Advisors
Kentucky
$124K
AAS
156
Ameritas Advisory Services
Nebraska
$114K
TIM
157
Tortoise Investment Management
New York
$109K
HWA
158
HHM Wealth Advisors
Tennessee
$102K
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$101K
AIM
160
Anchor Investment Management
South Carolina
$92.8K
FFA
161
Founders Financial Alliance
North Carolina
$87.1K
WSFS
162
Wilmington Savings Fund Society
Delaware
$86.9K
WP
163
WealthShield Partners
North Carolina
$76K
CAM
164
Costello Asset Management
Pennsylvania
$68.5K
HI
165
Harbour Investments
Wisconsin
$64.5K
SL
166
Salomon & Ludwin
Virginia
$56.8K
PA
167
Parallel Advisors
California
$50.6K
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$44.5K
CICI
169
Capital Investment Counsel Inc
North Carolina
$42.6K
CFD
170
Creative Financial Designs
Indiana
$38.7K
MCM
171
MAI Capital Management
Ohio
$32.6K
BC
172
Barrett & Company
Rhode Island
$32.6K
Russell Investments Group
173
Russell Investments Group
United Kingdom
$32K
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$27.3K
KFP
175
Keener Financial Planning
Texas
$27K