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Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $773M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $726M → $773M (+$46.2M)

0.78% more ownership

Funds ownership: 56.44%57.23% (+0.78%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 203200 (-3)

33% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 73

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
49
Reduced
73
Closed
17
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$80.5M -$1.98M -17,627 -3%
Raymond James Financial
2
Raymond James Financial
Florida
$58M -$1.69M -15,010 -3%
Wells Fargo
3
Wells Fargo
California
$53.1M -$3.03M -26,965 -6%
Bank of America
4
Bank of America
North Carolina
$52M -$871K -7,752 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$45.6M +$1.17M +10,409 +3%
LPL Financial
6
LPL Financial
California
$39M +$619K +5,509 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$37.4M +$960K +8,544 +3%
NC
8
NewSquare Capital
Pennsylvania
$36.3M -$479K -4,260 -1%
Stifel Financial
9
Stifel Financial
Missouri
$25.8M +$13.9M +124,135 +132%
SF
10
Summit Financial
New Jersey
$25M +$386K +3,436 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$21.4M +$124K +1,101 +0.6%
UBS Group
12
UBS Group
Switzerland
$20.9M -$1.34M -11,932 -6%
PFS
13
Prospera Financial Services
Texas
$20.5M -$571K -5,082 -3%
SC
14
Savant Capital
Illinois
$16.3M -$184K -1,635 -1%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$13.3M +$1.37M +12,163 +12%
Ameriprise
16
Ameriprise
Minnesota
$13.2M -$465K -4,141 -4%
SG
17
Strid Group
Pennsylvania
$12.9M -$243K -2,159 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$12.3M +$1.6M +14,194 +16%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$12.1M +$128K +1,135 +1%
NA
20
NewEdge Advisors
Louisiana
$9.92M -$63.6K -566 -0.7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.45M +$4.89M +43,535 +119%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$8.54M -$2.24M -19,909 -22%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.28M -$17.4K -155 -0.2%
TWM
24
Tradition Wealth Management
Minnesota
$7.14M -$228K -2,029 -3%
IFWM
25
Institute for Wealth Management
Colorado
$5.34M -$70.1K -624 -1%