DWAS icon

Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

58 hedge funds and large institutions have $187M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
22
Reduced
14
Closed
3
Calls
$732K
Puts
$436K
Net Calls
+$296K
Net Calls Change
-$234K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$21.9M
2
Morgan Stanley
Morgan Stanley
New York
$43.2M
3
Invesco
Invesco
Georgia
$13.2M
4
Bank of America
Bank of America
North Carolina
$4.62M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$6.24M

Top Sellers

1
SG
Strid Group
Pennsylvania
$11.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.1M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
UBS Group
UBS Group
Switzerland
$6.19M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$899K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$651K +$46.5K +861 +8%
CWM
27
Cornerstone Wealth Management
Missouri
$600K +$600K +32,766 New
OC
28
Oppenheimer & Co
New York
$563K +$341K +6,320 +154%
BIA
29
Biondo Investment Advisors
Pennsylvania
$547K +$44.3K +820 +9%
HighTower Advisors
30
HighTower Advisors
Illinois
$541K – – –
SWP
31
Stratos Wealth Partners
Ohio
$518K -$13.5K -250 -3%
CAN
32
Cetera Advisor Networks
California
$440K +$93.9K +1,745 +27%
GSC
33
G&S Capital
Colorado
$439K -$17.2K -318 -4%
WI
34
Wintrust Investments
Illinois
$415K +$415K +7,678 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$407K -$7.76K -144 -2%
PJSIMP
36
P.J. Schmidt Investment Management (PJS)
Wisconsin
$405K – – –
GFPC
37
Global Financial Private Capital
Florida
$371K +$371K +6,859 New
Jane Street
38
Jane Street
New York
$345K +$345K +6,380 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$249K +$85.9K +1,591 +53%
SI
40
Stephens Inc
Arkansas
$225K -$16.9K -313 -7%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$198K – – –
IA
42
IFP Advisors
Florida
$168K +$154K +2,850 +1,135%
AF
43
Advisornet Financial
Minnesota
$135K – – –
Citigroup
44
Citigroup
New York
$102K -$22.4K -415 -18%
PFA
45
Pathway Financial Advisors
Vermont
$69K +$5.66K +104 +9%
GWM
46
Geneos Wealth Management
Colorado
$68K +$68K +1,276 New
MA
47
MCF Advisors
Kentucky
$53K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$34K -$10.8K -199 -24%
BWP
49
Baldwin Wealth Partners
Massachusetts
$28K +$28K +511 New
MIM
50
Macroview Investment Management
Maryland
$12K – – –
1
2
3