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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

53 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
24
Reduced
13
Closed
4
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$137K

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$3.42M
2
SPIA
2
Steward Partners Investment Advisory
New York
$1.73M
3
PMG
3
ProVise Management Group
Florida
$1.68M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M

Top Sellers

1
AG
1
Advisor Group
Arizona
$1.95M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$234K
3
DC
3
Davenport & Co
Virginia
$0
4
VF
4
Virtu Financial
New York
$0
5
OC
5
Oppenheimer & Co
New York
$281K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$527K +$23.9K +491 +5%
HighTower Advisors
27
HighTower Advisors
Illinois
$488K -$5.15K -106 -1%
GSC
28
G&S Capital
Colorado
$469K +$469K +9,636 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$458K +$201K +4,132 +78%
SWP
30
Stratos Wealth Partners
Ohio
$432K -$4.1K -84 -0.9%
GLA
31
Great Lakes Advisors
Illinois
$400K -$8.86K -182 -2%
PJSIMP
32
P.J. Schmidt Investment Management (PJS)
Wisconsin
$390K – – –
SI
33
Stephens Inc
Arkansas
$382K -$310K -6,369 -45%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$374K +$16K +329 +4%
BIA
35
Biondo Investment Advisors
Pennsylvania
$374K +$106K +2,175 +39%
CAN
36
Cetera Advisor Networks
California
$365K – – –
OC
37
Oppenheimer & Co
New York
$281K -$374K -7,699 -57%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$234K -$774K -15,917 -77%
SC
39
Scotia Capital
Ontario, Canada
$229K +$7.3K +150 +3%
WS
40
Wedbush Securities
California
$210K – – –
BFEC
41
Benjamin F. Edwards & Company
Missouri
$147K – – –
Citigroup
42
Citigroup
New York
$116K +$26.1K +540 +29%
FA
43
Fortis Advisors
Pennsylvania
$116K +$99K +2,034 +581%
AF
44
Advisornet Financial
Minnesota
$108K +$108K +2,222 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$54K +$9.78K +200 +22%
MA
46
MCF Advisors
Kentucky
$48K – – –
IA
47
IFP Advisors
Florida
$12K -$2.87K -60 -19%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +221 New
MOS
49
MGO One Seven
Ohio
$11K +$11K +226 New
KF
50
Krilogy Financial
Missouri
$2K – – –
1
2
3