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Invesco Dorsey Wright Financial Momentum ETF

35 hedge funds and large institutions have $52.6M invested in Invesco Dorsey Wright Financial Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
12
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
1
Transamerica Financial Advisors
Florida
$16M -$597K -10,530 -4%
LWANC
2
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.78M +$9.6M +544,761 +5,573%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.76M -$933K -16,447 -14%
Bank of America
4
Bank of America
North Carolina
$3.11M -$52.9K -933 -2%
SOS
5
Silver Oak Securities
Tennessee
$2.6M +$93.3K +1,644 +4%
Morgan Stanley
6
Morgan Stanley
New York
$2.44M -$396K -6,972 -14%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.04M -$67.8K -1,194 -3%
LPL Financial
8
LPL Financial
California
$2M +$156K +2,757 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.06M +$916K +16,066 +624%
SFI
10
SPC Financial Inc
Maryland
$1.03M +$44.6K +787 +5%
FFA
11
Farther Finance Advisors
California
$954K +$36.4K +641 +4%
IMC Chicago
12
IMC Chicago
Illinois
$800K +$145K +2,561 +22%
UBS Group
13
UBS Group
Switzerland
$672K -$39K -687 -5%
SS
14
Sunbelt Securities
Texas
$483K +$285K +5,000 +144%
Goldman Sachs
15
Goldman Sachs
New York
$429K +$51.3K +904 +14%
ASN
16
Advisory Services Network
Georgia
$400K +$93.9K +1,681 +31%
TWM
17
Trueblood Wealth Management
Ohio
$380K +$35.6K +627 +10%
SM
18
Sensible Money
Arizona
$339K
ADL
19
Asset Dedication LLC
California
$339K
Raymond James Financial
20
Raymond James Financial
Florida
$318K -$28.5K -502 -8%
Citadel Advisors
21
Citadel Advisors
Florida
$286K +$286K +5,041 New
GCA
22
Genesee Capital Advisors
New York
$283K -$713K -12,561 -72%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$225K -$71K -1,251 -24%
Comerica Bank
24
Comerica Bank
Texas
$221K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$201K -$4.54K -80 -2%