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Invesco Dorsey Wright Energy Momentum ETF

32 hedge funds and large institutions have $19M invested in Invesco Dorsey Wright Energy Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.53M -$295K -6,843 -6%
CCFM
2
Clear Creek Financial Management
Washington
$2.58M +$2.58M +59,751 New
Bank of America
3
Bank of America
North Carolina
$2.54M -$108K -2,514 -4%
LPL Financial
4
LPL Financial
California
$1.65M -$99.1K -2,298 -6%
Wells Fargo
5
Wells Fargo
California
$1.29M -$2.58M -59,879 -67%
UBS Group
6
UBS Group
Switzerland
$1.09M -$690 -16 -0.1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$818K -$118K -2,743 -13%
Raymond James Financial
8
Raymond James Financial
Florida
$781K -$20.3K -471 -3%
Goldman Sachs
9
Goldman Sachs
New York
$777K +$375K +8,687 +93%
KWM
10
Kingsview Wealth Management
Oregon
$586K -$89.7K -2,080 -13%
TRCT
11
Tower Research Capital (TRC)
New York
$577K +$191K +4,431 +50%
TWM
12
Trueblood Wealth Management
Ohio
$421K +$49.2K +1,140 +13%
Truist Financial
13
Truist Financial
North Carolina
$325K -$10.4K -241 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$269K -$150K -3,477 -36%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$237K +$29.1K +674 +14%
Osaic Holdings
16
Osaic Holdings
Arizona
$120K +$37.5K +846 +46%
GRP
17
Global Retirement Partners
California
$108K +$108K +2,513 New
IA
18
IFP Advisors
Florida
$51.9K +$43 +1 +0.1%
FFA
19
Farther Finance Advisors
California
$47.4K -$7.2K -167 -13%
SPIA
20
Steward Partners Investment Advisory
New York
$46.4K +$216 +5 +0.5%
NA
21
NewEdge Advisors
Louisiana
$42.3K
ATC
22
Advantage Trust Company
Kansas
$25.9K +$25.9K +600 New
CIAS
23
Capital Investment Advisory Services
North Carolina
$22.9K
GWM
24
Geneos Wealth Management
Colorado
$21.6K -$43.1K -1,000 -67%
TFA
25
Transamerica Financial Advisors
Florida
$19.3K -$46K -1,067 -70%