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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

61 hedge funds and large institutions have $142M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
14
Reduced
25
Closed
11
Calls
$506K
Puts
$288K
Net Calls
+$218K
Net Calls Change
-$261K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$14M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.32M
3
BTS
3
BB&T Securities
Virginia
$261K
4
NA
4
NewEdge Advisors
Louisiana
$249K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.56M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.5M
2
Invesco
2
Invesco
Georgia
$7.23M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.6M
4
Wells Fargo
4
Wells Fargo
California
$11M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$665K -$33K -654 -5%
CAN
27
Cetera Advisor Networks
California
$610K +$5.07K +100 +0.8%
BIA
28
Biondo Investment Advisors
Pennsylvania
$587K +$43.4K +860 +8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$547K +$30.4K +602 +6%
HighTower Advisors
30
HighTower Advisors
Illinois
$508K -$51 -1 -0%
SWP
31
Stratos Wealth Partners
Ohio
$485K – – –
OC
32
Oppenheimer & Co
New York
$449K -$324K -6,408 -42%
Citigroup
33
Citigroup
New York
$385K -$89.3K -1,766 -19%
WI
34
Wintrust Investments
Illinois
$359K -$20.7K -411 -5%
SC
35
Scotia Capital
Ontario, Canada
$315K – – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$298K -$27.3K -539 -8%
BTS
37
BB&T Securities
Virginia
$261K +$261K +5,180 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$257K +$53.8K +1,067 +26%
NA
39
NewEdge Advisors
Louisiana
$249K +$249K +4,926 New
SI
40
Stephens Inc
Arkansas
$207K +$207K +4,104 New
CA
41
Cetera Advisors
Colorado
$159K +$159K +3,146 New
AF
42
Advisornet Financial
Minnesota
$124K -$3.74K -74 -3%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$123K -$125K -2,472 -50%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$97K +$97K +1,082 New
FCA
45
FinTrust Capital Advisors
South Carolina
$76K – – –
GWM
46
Geneos Wealth Management
Colorado
$76K +$6.29K +125 +9%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$59K – – –
TSW
48
Thompson Siegel & Walmsley
Virginia
$54K +$54K +1,065 New
MA
49
MCF Advisors
Kentucky
$50K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$35K +$35K +700 New
1
2
3