PDP icon

Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $752M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $773M → $752M (-$20.5M)

52% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 71

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.76M
2 +$4.65M
3 +$3.17M
4
LPL Financial
LPL Financial
California
+$2.39M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.36M

Top Sellers

1 -$12M
2 -$11.7M
3 -$3.27M
4
Wells Fargo
Wells Fargo
California
-$2.14M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
176
Operose Advisors
Wisconsin
$32K
IAIM
177
International Assets Investment Management
Florida
$31K
SAG
178
SageView Advisory Group
California
$29.9K
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$29.3K
RTL
180
Red Tortoise LLC
Georgia
$28.5K
SOS
181
Silver Oak Securities
Tennessee
$24.4K
LI
182
LRI Investments
Florida
$23.3K
Q1WB
183
Quest 10 Wealth Builders
Virginia
$19.1K
RDFA
184
Ritter Daniher Financial Advisory
Ohio
$15.1K
BWL
185
Bogart Wealth LLC
Virginia
$13.3K
SAM
186
Smartleaf Asset Management
Massachusetts
$11.9K
PMFA
187
Plante Moran Financial Advisors
Michigan
$11.2K
BC
188
Broadwater Capital
Massachusetts
$11.1K
MCA
189
McGuire Capital Advisors
Oklahoma
$6.98K
LFG
190
Larson Financial Group
Missouri
$6.63K
GSWM
191
Golden State Wealth Management
California
$5.24K
SWP
192
Strategic Wealth Partners
Ohio
$4.42K
ACA
193
Atlas Capital Advisors
Wyoming
$3.61K
CMA
194
Cedar Mountain Advisors
Oregon
$3.28K
AG
195
AmeriFlex Group
Nevada
$2.91K
RFA
196
Register Financial Advisors
Georgia
$1.4K
CPBTD
197
Central Pacific Bank - Trust Division
Hawaii
$1.05K
LWMI
198
Legacy Wealth Management (Idaho)
Idaho
$932
EWP
199
Elevation Wealth Partners
California
$699
BlackRock
200
BlackRock
New York
$84