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Invesco Dorsey Wright Momentum ETF

198 hedge funds and large institutions have $713M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-7
Holders Change %
-3.41%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
42
Reduced
66
Closed
22
Calls
$684K
Puts
$1.55M
Net Calls
-$869K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$75.9M +$2.11M +19,407 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$55M -$19.1M -176,082 -26%
Wells Fargo
3
Wells Fargo
California
$51.8M -$6.17M -56,811 -11%
Bank of America
4
Bank of America
North Carolina
$48.6M +$76.2K +702 +0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$40.8M -$829K -7,638 -2%
LPL Financial
6
LPL Financial
California
$35.2M -$3.22M -29,621 -8%
NC
7
NewSquare Capital
Pennsylvania
$33.8M -$1.78M -16,372 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$33.5M -$4.43M -40,819 -12%
SF
9
Summit Financial
New Jersey
$22.6M +$385K +3,550 +2%
UBS Group
10
UBS Group
Switzerland
$20.5M -$6.76M -62,248 -25%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$19.6M -$9.99K -92 -0.1%
PFS
12
Prospera Financial Services
Texas
$19.4M +$212K +1,953 +1%
SC
13
Savant Capital
Illinois
$15.2M -$915K -8,430 -6%
Ameriprise
14
Ameriprise
Minnesota
$12.6M -$1.25M -11,466 -9%
SG
15
Strid Group
Pennsylvania
$12.1M -$768K -7,072 -6%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$11M +$14.1K +130 +0.1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$10.8M -$222K -2,034 -2%
Stifel Financial
18
Stifel Financial
Missouri
$10.2M +$1.63M +14,977 +19%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$10M +$675K +6,214 +7%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$9.78M +$93.7K +863 +1%
NA
21
NewEdge Advisors
Louisiana
$9.19M -$1.47M -13,514 -14%
LWM
22
LJI Wealth Management
Indiana
$7.99M +$308K +2,836 +4%
FFA
23
Farther Finance Advisors
California
$7.21M -$520K -4,790 -7%
TWM
24
Tradition Wealth Management
Minnesota
$6.79M -$335K -3,085 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$6.15M -$1.04M -9,671 -14%