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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
Raymond James Financial
1
Raymond James Financial
Florida
$68.2M -$7.1M -65,706 -9%
Morgan Stanley
2
Morgan Stanley
New York
$68M -$2.39M -22,099 -3%
Wells Fargo
3
Wells Fargo
California
$53.4M -$2.08M -19,269 -3%
Bank of America
4
Bank of America
North Carolina
$44.7M -$603K -5,586 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$38.4M -$960K -8,890 -2%
LPL Financial
6
LPL Financial
California
$35.4M +$13.2M +122,164 +53%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$34.9M +$876K +8,113 +2%
NC
8
NewSquare Capital
Pennsylvania
$32.8M -$996K -9,220 -3%
UBS Group
9
UBS Group
Switzerland
$25.1M -$6.04M -55,946 -18%
SF
10
Summit Financial
New Jersey
$20.5M +$22.1M +204,941 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$18.1M -$109K -1,013 -0.6%
PFS
12
Prospera Financial Services
Texas
$17.7M -$110K -1,015 -0.6%
SC
13
Savant Capital
Illinois
$14.8M -$804K -7,445 -5%
Ameriprise
14
Ameriprise
Minnesota
$12.8M -$1.94M -17,950 -12%
SG
15
Strid Group
Pennsylvania
$11.9M -$321K -2,976 -2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$1.59M +14,685 +17%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$10.1M +$288K +2,668 +3%
NA
18
NewEdge Advisors
Louisiana
$9.81M -$409K -3,786 -4%
JP Morgan Chase
19
JP Morgan Chase
New York
$8.92M +$508K +4,705 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.6M -$315K -2,915 -3%
Stifel Financial
21
Stifel Financial
Missouri
$7.91M -$14.4K -133 -0.2%
FFA
22
Farther Finance Advisors
California
$7.15M +$7.54M +69,808 +5,210%
LWM
23
LJI Wealth Management
Indiana
$7.07M +$382K +3,532 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$6.7M +$115K +1,067 +2%
TWM
25
Tradition Wealth Management
Minnesota
$6.56M +$186K +1,725 +3%