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Invesco Dorsey Wright Healthcare Momentum ETF

57 hedge funds and large institutions have $37.3M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $630K

Holders
57
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$630K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$226K
CWM
27
Concentrum Wealth Management
California
$214K
Jones Financial Companies
28
Jones Financial Companies
Missouri
$149K
MCM
29
MAI Capital Management
Ohio
$109K
SGK
30
Steigerwald Gordon & Koch
Virginia
$86.2K
Comerica Bank
31
Comerica Bank
Texas
$62.8K
GRP
32
Global Retirement Partners
California
$56.7K
BAM
33
Bellevue Asset Management
Washington
$53.4K
ACA
34
Aptus Capital Advisors
Alabama
$52.9K
Fidelity Investments
35
Fidelity Investments
Massachusetts
$51.2K
JP Morgan Chase
36
JP Morgan Chase
New York
$50.9K
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$39.6K
PA
38
Parallel Advisors
California
$33.1K
AF
39
Allworth Financial
California
$27.1K
GWM
40
Geneos Wealth Management
Colorado
$26.4K
AIA
41
Armor Investment Advisors
North Carolina
$25.5K
HI
42
Harbour Investments
Wisconsin
$16.5K
DWM
43
Darwin Wealth Management
Florida
$16K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$15.9K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$15K
AssetMark Inc
46
AssetMark Inc
California
$13.2K
CIAS
47
Capital Investment Advisory Services
North Carolina
$13.2K
AAS
48
Ameritas Advisory Services
Nebraska
$8.86K
HCM
49
Hollencrest Capital Management
California
$8.6K
WIM
50
Westside Investment Management
California
$6.61K