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Invesco Dorsey Wright Healthcare Momentum ETF

55 hedge funds and large institutions have $37.8M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $556K

Holders
55
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
$556K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$176K
GIM
27
Glenmede Investment Management
Pennsylvania
$149K
Jones Financial Companies
28
Jones Financial Companies
Missouri
$125K
MCM
29
MAI Capital Management
Ohio
$96.2K
Comerica Bank
30
Comerica Bank
Texas
$66.3K
SWA
31
SOA Wealth Advisors
New York
$51.9K
GRP
32
Global Retirement Partners
California
$50K
HI
33
Harbour Investments
Wisconsin
$49.6K
BAM
34
Bellevue Asset Management
Washington
$47.1K
ACA
35
Aptus Capital Advisors
Alabama
$46.7K
Fidelity Investments
36
Fidelity Investments
Massachusetts
$45.2K
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$44.9K
PA
38
Parallel Advisors
California
$38.9K
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$35K
AAS
40
Ameritas Advisory Services
Nebraska
$31.1K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$24K
AF
42
Allworth Financial
California
$23.9K
GWM
43
Geneos Wealth Management
Colorado
$23.3K
AIA
44
Armor Investment Advisors
North Carolina
$22.5K
DWM
45
Darwin Wealth Management
Florida
$14.1K
AssetMark Inc
46
AssetMark Inc
California
$11.7K
CIAS
47
Capital Investment Advisory Services
North Carolina
$11.7K
HCM
48
Hollencrest Capital Management
California
$7.58K
AWM
49
AE Wealth Management
Kansas
$5.95K
WIM
50
Westside Investment Management
California
$5.83K