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Invesco Dorsey Wright Healthcare Momentum ETF

60 hedge funds and large institutions have $41.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
60
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
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$263K
CWM
27
Concentrum Wealth Management
California
$211K
AAS
28
Asset Allocation Strategies
Michigan
$200K
EWA
29
EP Wealth Advisors
California
$178K
GT
30
Glenmede Trust
Pennsylvania
$152K
MCM
31
MAI Capital Management
Ohio
$115K
Jones Financial Companies
32
Jones Financial Companies
Missouri
$90.9K
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$73.8K
Comerica Bank
34
Comerica Bank
Texas
$67.3K
HI
35
Harbour Investments
Wisconsin
$65.8K
SWA
36
SOA Wealth Advisors
New York
$52.7K
Fidelity Investments
37
Fidelity Investments
Massachusetts
$50K
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$48.4K
BAM
39
Bellevue Asset Management
Washington
$47.6K
ACA
40
Aptus Capital Advisors
Alabama
$47.4K
GWM
41
Geneos Wealth Management
Colorado
$47.4K
PA
42
Parallel Advisors
California
$39.5K
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$35.4K
AF
44
Allworth Financial
California
$23.8K
AIA
45
Armor Investment Advisors
North Carolina
$22.8K
DWM
46
Darwin Wealth Management
Florida
$14.5K
CIAS
47
Capital Investment Advisory Services
North Carolina
$11.8K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$11K
AA
49
Addison Advisors
Vermont
$8.4K
HCM
50
Hollencrest Capital Management
California
$7.7K