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Invesco Dorsey Wright Energy Momentum ETF

31 hedge funds and large institutions have $18.8M invested in Invesco Dorsey Wright Energy Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.53M 105,129 -6,843 -6%
CCFM
2
Clear Creek Financial Management
Washington
$2.58M 59,751 +59,751 New
Bank of America
3
Bank of America
North Carolina
$2.54M 58,870 -2,514 -4%
LPL Financial
4
LPL Financial
California
$1.65M 38,149 -2,298 -6%
Wells Fargo
5
Wells Fargo
California
$1.29M 29,799 -59,879 -67%
UBS Group
6
UBS Group
Switzerland
$1.09M 25,232 -16 -0.1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$818K 18,970 -2,743 -13%
Raymond James Financial
8
Raymond James Financial
Florida
$781K 18,107 -471 -3%
Goldman Sachs
9
Goldman Sachs
New York
$777K 18,018 +8,687 +93%
KWM
10
Kingsview Wealth Management
Oregon
$586K 13,597 -2,080 -13%
TRCT
11
Tower Research Capital (TRC)
New York
$577K 13,374 +4,431 +50%
TWM
12
Trueblood Wealth Management
Ohio
$421K 9,763 +1,140 +13%
Truist Financial
13
Truist Financial
North Carolina
$325K 7,529 -241 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$269K 6,246 -3,477 -36%
Osaic Holdings
15
Osaic Holdings
Arizona
$120K 2,700 +846 +46%
GRP
16
Global Retirement Partners
California
$108K 2,513 +2,513 New
IA
17
IFP Advisors
Florida
$51.9K 1,203 +1 +0.1%
FFA
18
Farther Finance Advisors
California
$47.4K 1,100 -167 -13%
SPIA
19
Steward Partners Investment Advisory
New York
$46.4K 1,075 +5 +0.5%
NA
20
NewEdge Advisors
Louisiana
$42.3K 980
ATC
21
Advantage Trust Company
Kansas
$25.9K 600 +600 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$22.9K 530
GWM
23
Geneos Wealth Management
Colorado
$21.6K 500 -1,000 -67%
TFA
24
Transamerica Financial Advisors
Florida
$19.3K 448 -1,067 -70%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$16K 372 +20 +6%