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Invesco Dorsey Wright Momentum ETF

208 hedge funds and large institutions have $701M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $460K | Put options by funds: $260K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0% more funds holding

Funds holding: 208208 (0)

0.05% less ownership

Funds ownership: 46.58%46.53% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 66

28% less capital invested

Capital invested by funds: $970M → $701M (-$269M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
176
Barrett & Company
Rhode Island
$30K
MCM
177
MAI Capital Management
Ohio
$30K
Russell Investments Group
178
Russell Investments Group
United Kingdom
$29.5K
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$25.1K -$4K -37 -13%
KFP
180
Keener Financial Planning
Texas
$25K
FWA
181
FSC Wealth Advisors
New York
$20.3K
LI
182
LRI Investments
Florida
$20K
PSFG
183
Park Square Financial Group
Georgia
$18.7K -$1.51K -14 -7%
FFA
184
Frazier Financial Advisors
Ohio
$17.4K
Q1WB
185
Quest 10 Wealth Builders
Virginia
$15.7K
PFG
186
Putney Financial Group
California
$13.3K
EB
187
Eastern Bank
Massachusetts
$12K
PS
188
Principal Securities
Iowa
$11.7K
MCM
189
MV Capital Management
Maryland
$11.7K
BWL
190
Bogart Wealth LLC
Virginia
$11.4K
SAM
191
Smartleaf Asset Management
Massachusetts
$10.1K
HBW
192
Hazlett, Burt & Watson
West Virginia
$10K +$10.8K +100 New
WAM
193
WFA Asset Management
Wisconsin
$9.89K
PMFA
194
Plante Moran Financial Advisors
Michigan
$9.6K +$10.4K +96 New
BC
195
Broadwater Capital
Massachusetts
$9.5K
MSG
196
Main Street Group
Virginia
$9K +$9.72K +90 New
AWM
197
Abound Wealth Management
Tennessee
$8K
IRC
198
Investors Research Corp
Georgia
$7.5K
LFG
199
Larson Financial Group
Missouri
$5.7K
T
200
Transce3nd
Texas
$4.9K -$1.3K -12 -20%