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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

50 hedge funds and large institutions have $141M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
17
Reduced
21
Closed
6
Calls
$530K
Puts
–
Net Calls
+$530K
Net Calls Change
+$165K

Top Buyers

1
BTS
BB&T Securities
Virginia
+$5.77M
2
FA
Fortis Advisors
Pennsylvania
+$3.03M
3
Wells Fargo
Wells Fargo
California
+$1.96M
4
Invesco
Invesco
Georgia
+$1.65M
5
RJA
Raymond James & Associates
Florida
+$1.51M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.83M
2
Morgan Stanley
Morgan Stanley
New York
-$2.72M
3
PMG
ProVise Management Group
Florida
-$1.68M
4
AG
Advisor Group
Arizona
-$1.61M
5
Jane Street
Jane Street
New York
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$487K +$48.1K +970 +11%
BIA
27
Biondo Investment Advisors
Pennsylvania
$461K +$80.3K +1,620 +21%
GSC
28
G&S Capital
Colorado
$418K -$59.2K -1,196 -12%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$381K -$297 -6 -0.1%
PJSIMP
30
P.J. Schmidt Investment Management (PJS)
Wisconsin
$372K -$24.8K -500 -6%
AG
31
Advisor Group
Arizona
$371K -$1.61M -32,491 -81%
CAN
32
Cetera Advisor Networks
California
$319K -$52.5K -1,059 -14%
SC
33
Scotia Capital
Ontario, Canada
$233K – – –
SI
34
Stephens Inc
Arkansas
$222K -$167K -3,367 -43%
OC
35
Oppenheimer & Co
New York
$204K -$82.9K -1,671 -29%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$198K -$268K -5,406 -57%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$150K +$348 +7 +0.2%
AF
38
Advisornet Financial
Minnesota
$124K +$13.7K +275 +12%
Citigroup
39
Citigroup
New York
$114K -$4.5K -91 -4%
PFA
40
Pathway Financial Advisors
Vermont
$58K +$58K +1,164 New
MA
41
MCF Advisors
Kentucky
$49K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$41K -$14K -281 -25%
IA
43
IFP Advisors
Florida
$12K – – –
MOS
44
MGO One Seven
Ohio
$11K – – –
MIM
45
Macroview Investment Management
Maryland
$11K +$11K +218 New
KF
46
Krilogy Financial
Missouri
$3K – – –
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +50 New
BlackRock
48
BlackRock
New York
$1K – – –
ASN
49
Advisory Services Network
Georgia
$1K – – –
PMG
50
ProVise Management Group
Florida
– -$1.68M -34,398 Closed
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