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Invesco Dorsey Wright Industrials Momentum ETF

95 hedge funds and large institutions have $226M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $212M → $226M (+$14.6M)

1.4% more ownership

Funds ownership: 62.81%64.21% (+1.4%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0% more funds holding

Funds holding: 9595 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
34
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.7M +$933K +6,517 +4%
HighTower Advisors
2
HighTower Advisors
Illinois
$23M +$218K +1,522 +1%
Wells Fargo
3
Wells Fargo
California
$21.5M -$2.33M -16,299 -11%
TFA
4
Transamerica Financial Advisors
Florida
$18.3M -$606K -4,229 -3%
LPL Financial
5
LPL Financial
California
$17.7M -$1.84M -12,876 -10%
Raymond James Financial
6
Raymond James Financial
Florida
$16.2M -$969K -6,767 -6%
Ameriprise
7
Ameriprise
Minnesota
$12.5M -$5.47M -38,210 -32%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$6.84M -$1.01M -7,055 -14%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.47M +$3.6M +25,158 +263%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.06M +$1.82M +12,724 +65%
Bank of America
11
Bank of America
North Carolina
$4.55M +$1K +7 +0%
UBS Group
12
UBS Group
Switzerland
$3.72M +$115K +803 +4%
Two Sigma Investments
13
Two Sigma Investments
New York
$3.39M +$3.09M +21,600 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.33M -$1M -7,015 -25%
Stifel Financial
15
Stifel Financial
Missouri
$3.25M -$54.3K -379 -2%
Truist Financial
16
Truist Financial
North Carolina
$3.01M -$4.3K -30 -0.2%
AT
17
American Trust
Kentucky
$2.87M +$2.62M +18,279 New
SOS
18
Silver Oak Securities
Tennessee
$2.73M +$106K +737 +4%
SG
19
StoneX Group
New York
$2.58M +$109K +764 +5%
QC
20
Quadrature Capital
United Kingdom
$2.07M -$2.45M -17,139 -56%
PAG
21
Private Advisor Group
New Jersey
$2.03M +$9.74K +68 +0.5%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.89M -$193K -1,346 -10%
PS
23
Principal Securities
Iowa
$1.85M +$1.68M +11,749 New
NP
24
Nilsine Partners
Colorado
$1.47M +$15.6K +109 +1%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.47M +$80.3K +561 +6%

PRN Hedge Fund Activity: Q2 2025 in Review

95 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q2 2025, worth a combined $226M — up 6.9% from $212M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PRN positions and 12 closed out — a net gain of 1 holder — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.6M. The largest seller was Ameriprise, cutting an estimated $5.47M.

  • 95 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $226M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q2 2025, up 6.9% quarter-over-quarter.
  • 13 funds opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q2 2025 and 12 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q2 2025 was Osaic Holdings, an estimated $3.6M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q2 2025 was Ameriprise, an estimated $5.47M sold.

Based on aggregated 13F filings for Q2 2025.