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Invesco Dorsey Wright Healthcare Momentum ETF

65 hedge funds and large institutions have $48M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $37.3M → $48M (+$10.7M)

14% more funds holding

Funds holding: 5765 (+8)

3% more ownership

Funds ownership: 35.28%38.28% (+3%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
65
Holders Change
+8
Holders Change %
+14.04%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.08M -$150K -3,055 -2%
Bank of America
2
Bank of America
North Carolina
$5.65M +$489K +9,940 +10%
LPL Financial
3
LPL Financial
California
$4.82M +$484K +9,839 +11%
SA
4
SFI Advisors
New Jersey
$4.27M -$77K -1,567 -2%
IWM
5
IHT Wealth Management
Illinois
$4.27M +$295 +6 +0%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.51M +$2.31M +46,923 +198%
UBS Group
7
UBS Group
Switzerland
$1.82M -$235K -4,781 -12%
BFF
8
Byrne Financial Freedom
Massachusetts
$1.77M +$38.9K +792 +2%
Wells Fargo
9
Wells Fargo
California
$1.75M +$1.07M +21,822 +164%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.59M -$163K -3,320 -9%
FFA
11
Farther Finance Advisors
California
$1.22M -$4.67K -95 -0.4%
Two Sigma Investments
12
Two Sigma Investments
New York
$919K +$909K +18,500 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$870K -$13.2K -268 -2%
OC
14
Oppenheimer & Co
New York
$737K +$729K +14,823 New
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$654K +$646K +13,150 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$563K -$74.9K -1,524 -12%
SPIA
17
Steward Partners Investment Advisory
New York
$547K -$48.7K -991 -8%
PA
18
PFG Advisors
Arizona
$463K -$57.3K -1,166 -11%
Osaic Holdings
19
Osaic Holdings
Arizona
$411K -$76.7K -1,561 -16%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$391K +$73.7K +1,500 +23%
FFG
21
Fortune Financial Group
Florida
$365K +$344K +6,993 New
MML Investors Services
22
MML Investors Services
Massachusetts
$362K +$358K +7,278 New
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$323K
ALA
24
Atlas Legacy Advisors
California
$320K +$314K +6,390 New
Raymond James Financial
25
Raymond James Financial
Florida
$311K -$25.1K -511 -8%