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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
Russell Investments Group
176
Russell Investments Group
United Kingdom
$29.5K
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$25.1K
KFP
178
Keener Financial Planning
Texas
$25K
FWA
179
FSC Wealth Advisors
New York
$20.3K
LI
180
LRI Investments
Florida
$20K
PSFG
181
Park Square Financial Group
Georgia
$18.7K
FFA
182
Frazier Financial Advisors
Ohio
$17.4K
Q1WB
183
Quest 10 Wealth Builders
Virginia
$15.7K
PFG
184
Putney Financial Group
California
$13.3K
EB
185
Eastern Bank
Massachusetts
$12K
PS
186
Principal Securities
Iowa
$11.7K
MCM
187
MV Capital Management
Maryland
$11.7K
BWL
188
Bogart Wealth LLC
Virginia
$11.4K
SAM
189
Smartleaf Asset Management
Massachusetts
$10.1K
HBW
190
Hazlett, Burt & Watson
West Virginia
$10K
WAM
191
WFA Asset Management
Wisconsin
$9.89K
PMFA
192
Plante Moran Financial Advisors
Michigan
$9.6K
MSG
193
Main Street Group
Virginia
$9K
AWM
194
Abound Wealth Management
Tennessee
$8K
IRC
195
Investors Research Corp
Georgia
$7.5K
LFG
196
Larson Financial Group
Missouri
$5.7K
T
197
Transce3nd
Texas
$4.9K
GSWM
198
Golden State Wealth Management
California
$4.5K
ACA
199
Atlas Capital Advisors
Wyoming
$4.4K
CMA
200
Cedar Mountain Advisors
Oregon
$2.81K