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Invesco Dorsey Wright Industrials Momentum ETF
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Overview Fund Activity

94 hedge funds and large institutions have $222M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
33
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$3.39M
2
AT
2
American Trust
Kentucky
$2.87M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.06M
4
PS
4
Principal Securities
Iowa
$1.85M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$12.5M
2
GS
2
GWN Securities
Florida
$1.23M
3
QC
3
Quadrature Capital
United Kingdom
$2.07M
4
Wells Fargo
4
Wells Fargo
California
$21.5M
5
NA
5
NewEdge Advisors
Louisiana
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Trueblood Wealth Management
Ohio
$479K +$36.3K +231 +8%
ASN
52
Advisory Services Network
Georgia
$452K +$59.8K +364 +15%
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$416K -$15.4K -98 -4%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$415K +$415K +2,643 New
MWM
55
MinichMacGregor Wealth Management
New York
$390K -$9.58K -61 -2%
GIM
56
Glenmede Investment Management
Pennsylvania
$375K +$375K +2,385 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$352K -$1.12M -7,122 -76%
LFG
58
Larson Financial Group
Missouri
$346K +$22.8K +145 +7%
WCM
59
WealthBridge Capital Management
Ohio
$316K -$8.01K -51 -2%
WFC
60
Western Financial Corp
California
$314K -$74.6K -475 -19%
SFS
61
Sowell Financial Services
Arkansas
$300K -$30.6K -195 -9%
WFA
62
WMG Financial Advisors
Tennessee
$274K +$13.2K +84 +5%
HP
63
Holistic Planning
Texas
$272K – – –
WWM
64
Western Wealth Management
Colorado
$270K -$1.57K -10 -0.6%
MIM
65
MTM Investment Management
South Carolina
$261K – – –
WSC
66
Wellington Shields & Co
New York
$229K +$229K +1,455 New
JFA
67
JNBA Financial Advisors
Minnesota
$223K – – –
SS
68
Sunbelt Securities
Texas
$215K +$83.5K +543 +63%
SWM
69
Spire Wealth Management
Virginia
$188K +$6.6K +42 +4%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$166K -$3.14K -20 -2%
GWM
71
Geneos Wealth Management
Colorado
$158K -$46.3K -295 -23%
BAM
72
Bellevue Asset Management
Washington
$117K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$102K +$18.1K +115 +21%
PA
74
Parallel Advisors
California
$89.5K – – –
HI
75
Harbour Investments
Wisconsin
$70.7K -$9.42K -60 -12%
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3
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