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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

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1.08% more ownership

Funds ownership: 57.23%58.31% (+1.1%)

0% more funds holding

Funds holding: 200200 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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 %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
34
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$80.1M +$739K +6,276 +0.9%
Raymond James Financial
2
Raymond James Financial
Florida
$59.1M +$1.95M +16,581 +3%
Wells Fargo
3
Wells Fargo
California
$50.3M -$2.14M -18,124 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$45M +$47.8K +406 +0.1%
LPL Financial
5
LPL Financial
California
$40.8M +$2.39M +20,250 +6%
Bank of America
6
Bank of America
North Carolina
$39.7M -$11.7M -99,551 -23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$36.3M -$598K -5,079 -2%
Stifel Financial
8
Stifel Financial
Missouri
$30M +$4.65M +39,436 +18%
SF
9
Summit Financial
New Jersey
$25M +$366K +3,108 +1%
NC
10
NewSquare Capital
Pennsylvania
$23.9M -$12M -101,997 -33%
UBS Group
11
UBS Group
Switzerland
$22.4M +$1.81M +15,323 +9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$21M -$171K -1,449 -0.8%
PFS
13
Prospera Financial Services
Texas
$19.2M -$995K -8,450 -5%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$17.6M +$5.76M +48,895 +48%
SC
15
Savant Capital
Illinois
$15.8M -$290K -2,465 -2%
Ameriprise
16
Ameriprise
Minnesota
$13.2M +$180K +1,528 +1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$13.1M -$500K -4,248 -4%
SG
18
Strid Group
Pennsylvania
$12.7M -$64.7K -549 -0.5%
JP Morgan Chase
19
JP Morgan Chase
New York
$10.1M -$2.07M -17,533 -17%
NA
20
NewEdge Advisors
Louisiana
$9.68M -$98.7K -838 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.92M -$1.42M -12,058 -15%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$7.7M -$727K -6,167 -9%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.39M -$149K -1,269 -2%
MML Investors Services
24
MML Investors Services
Massachusetts
$6.28M +$1.18M +9,989 +23%
TWM
25
Tradition Wealth Management
Minnesota
$5.99M -$1.06M -9,009 -15%