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Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $773M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $726M → $773M (+$46.2M)

0.78% more ownership

Funds ownership: 56.44%57.23% (+0.78%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 203200 (-3)

33% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 73

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
49
Reduced
73
Closed
17
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
151
Rehmann Capital Advisory Group
Michigan
$206K +$196K +1,745 New
AssetMark Inc
152
AssetMark Inc
California
$203K -$6.29K -56 -3%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$201K +$191K +1,701 New
ASN
154
Advisory Services Network
Georgia
$168K +$160K +1,426 New
FFA
155
Founders Financial Alliance
North Carolina
$163K +$64.7K +576 +72%
WWMSC
156
Wagner Wealth Management (South Carolina)
South Carolina
$140K +$112 +1 +0.1%
MA
157
MCF Advisors
Kentucky
$135K
AF
158
Allworth Financial
California
$132K -$56.2K -500 -31%
TIM
159
Tortoise Investment Management
New York
$118K
HWA
160
HHM Wealth Advisors
Tennessee
$111K
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$109K
AIM
162
Anchor Investment Management
South Carolina
$101K
WSFS
163
Wilmington Savings Fund Society
Delaware
$94.4K
WP
164
WealthShield Partners
North Carolina
$82.6K
AAS
165
Ameritas Advisory Services
Nebraska
$79.2K -$42.9K -382 -36%
HI
166
Harbour Investments
Wisconsin
$70.1K
CAM
167
Costello Asset Management
Pennsylvania
$67.5K -$6.63K -59 -9%
SL
168
Salomon & Ludwin
Virginia
$63K
HBW
169
Hazlett, Burt & Watson
West Virginia
$57K +$42.1K +375 +375%
PA
170
Parallel Advisors
California
$55K
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$48.4K
CFD
172
Creative Financial Designs
Indiana
$42K
RFP
173
Root Financial Partners
California
$39.2K +$37.3K +332 New
MCM
174
MAI Capital Management
Ohio
$35.4K
BC
175
Barrett & Company
Rhode Island
$35.4K