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Invesco Dorsey Wright Financial Momentum ETF

32 hedge funds and large institutions have $41.5M invested in Invesco Dorsey Wright Financial Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-7
Holders Change %
-17.95%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
9
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
1
Transamerica Financial Advisors
Florida
$15.6M +$510K +9,545 +3%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.31M -$53.6K -1,002 -0.8%
Bank of America
3
Bank of America
North Carolina
$2.98M -$78.5K -1,468 -3%
Morgan Stanley
4
Morgan Stanley
New York
$2.67M +$303K +5,667 +13%
SOS
5
Silver Oak Securities
Tennessee
$2.33M +$295K +5,588 +14%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.99M -$8.02K -150 -0.4%
LPL Financial
7
LPL Financial
California
$1.74M +$527K +9,858 +43%
GCA
8
Genesee Capital Advisors
New York
$938K -$678K -12,689 -42%
SFI
9
SPC Financial Inc
Maryland
$927K +$20.8K +390 +2%
FFA
10
Farther Finance Advisors
California
$865K +$865K +16,177 New
UBS Group
11
UBS Group
Switzerland
$670K -$31.9K -597 -5%
IMC Chicago
12
IMC Chicago
Illinois
$617K +$617K +11,540 New
LWANC
13
Laurel Wealth Advisors (North Carolina)
North Carolina
$522K
Goldman Sachs
14
Goldman Sachs
New York
$356K
Raymond James Financial
15
Raymond James Financial
Florida
$326K +$39.9K +747 +14%
TWM
16
Trueblood Wealth Management
Ohio
$325K +$325K +6,078 New
ADL
17
Asset Dedication LLC
California
$319K
SM
18
Sensible Money
Arizona
$319K
ASN
19
Advisory Services Network
Georgia
$293K +$71.7K +1,342 +32%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$279K -$11.9K -222 -4%
Comerica Bank
21
Comerica Bank
Texas
$208K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$194K -$18.5K -346 -9%
SS
23
Sunbelt Securities
Texas
$186K -$267K -5,000 -59%
Osaic Holdings
24
Osaic Holdings
Arizona
$138K -$859K -16,066 -86%
GWM
25
Geneos Wealth Management
Colorado
$128K +$96.2K +1,800 +300%