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Invesco Dorsey Wright Energy Momentum ETF

30 hedge funds and large institutions have $23.5M invested in Invesco Dorsey Wright Energy Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.89M -$506K -11,579 -9%
OPOWM
2
One Plus One Wealth Management
Florida
$4.08M -$36.3K -832 -0.9%
Wells Fargo
3
Wells Fargo
California
$3.92M -$149K -3,418 -4%
Bank of America
4
Bank of America
North Carolina
$2.68M -$502K -11,491 -16%
LPL Financial
5
LPL Financial
California
$1.77M -$296K -6,771 -14%
UBS Group
6
UBS Group
Switzerland
$1.1M +$333K +7,632 +43%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$948K -$30.6K -700 -3%
Raymond James Financial
8
Raymond James Financial
Florida
$811K -$60.4K -1,382 -7%
KWM
9
Kingsview Wealth Management
Oregon
$685K -$89.5K -2,050 -12%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$425K -$2.01K -46 -0.5%
Goldman Sachs
11
Goldman Sachs
New York
$408K -$4.1M -93,914 -91%
TRCT
12
Tower Research Capital (TRC)
New York
$391K +$208K +4,752 +113%
TWM
13
Trueblood Wealth Management
Ohio
$377K +$141K +3,230 +60%
Truist Financial
14
Truist Financial
North Carolina
$339K +$306 +7 +0.1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$210K +$13.4K +306 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$81.1K -$40.3K -921 -33%
TFA
17
Transamerica Financial Advisors
Florida
$67K -$8.18K -185 -11%
GWM
18
Geneos Wealth Management
Colorado
$65.5K +$32.8K +750 +100%
FFA
19
Farther Finance Advisors
California
$55.9K +$55.9K +1,267 New
IA
20
IFP Advisors
Florida
$52.5K +$2.23K +51 +4%
SPIA
21
Steward Partners Investment Advisory
New York
$46.7K +$46.7K +1,070 New
NA
22
NewEdge Advisors
Louisiana
$42.8K
CIAS
23
Capital Investment Advisory Services
North Carolina
$23.2K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15K -$213 -5 -1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$8.95K -$5.5K -126 -38%