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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

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.

Holders
205
Holders Change
-1
Holders Change %
-0.49%
% 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
48
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K

Top Buyers

1
SF
1
Summit Financial
New Jersey
$20.5M
2
LPL Financial
2
LPL Financial
California
$35.4M
3
FFA
3
Farther Finance Advisors
California
$7.15M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10.1M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$68.2M
2
UBS Group
2
UBS Group
Switzerland
$25.1M
3
WA
3
Win Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$68M
5
Wells Fargo
5
Wells Fargo
California
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$68.2M 682,198 -65,706 -9%
Morgan Stanley
2
Morgan Stanley
New York
$68M 679,968 -22,099 -3%
Wells Fargo
3
Wells Fargo
California
$53.4M 533,967 -19,269 -3%
Bank of America
4
Bank of America
North Carolina
$44.7M 447,292 -5,586 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$38.4M 383,666 -8,890 -2%
LPL Financial
6
LPL Financial
California
$35.4M 354,067 +122,164 +53%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$34.9M 349,488 +8,113 +2%
NC
8
NewSquare Capital
Pennsylvania
$32.8M 328,030 -9,220 -3%
UBS Group
9
UBS Group
Switzerland
$25.1M 251,196 -55,946 -18%
SF
10
Summit Financial
New Jersey
$20.5M 204,941 +204,941 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$18.1M 180,659 -1,013 -0.6%
PFS
12
Prospera Financial Services
Texas
$17.7M 176,740 -1,015 -0.6%
SC
13
Savant Capital
Illinois
$14.8M 148,131 -6,918 -4%
Ameriprise
14
Ameriprise
Minnesota
$12.8M 127,505 -17,950 -12%
SG
15
Strid Group
Pennsylvania
$11.9M 118,716 -2,976 -2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$10.1M 101,271 +14,685 +17%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$10.1M 101,128 +2,668 +3%
NA
18
NewEdge Advisors
Louisiana
$9.81M 98,118 -3,786 -4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$8.92M 89,169 +4,705 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.6M 86,009 -2,915 -3%
Stifel Financial
21
Stifel Financial
Missouri
$7.91M 79,125 -133 -0.2%
FFA
22
Farther Finance Advisors
California
$7.15M 71,148 +69,808 +5,210%
LWM
23
LJI Wealth Management
Indiana
$7.07M 70,720 +3,532 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$6.7M 66,967 +1,067 +2%
TWM
25
Tradition Wealth Management
Minnesota
$6.56M 65,603 +1,725 +3%
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