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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

62 hedge funds and large institutions have $143M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
14
Reduced
20
Closed
6
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
+$331K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$6.8M
2
Bank of America
Bank of America
North Carolina
+$1.19M
3
AIP
Almanack Investment Partners
Pennsylvania
+$1.02M
4
PAG
Private Advisor Group
New Jersey
+$1.01M
5
CF
Centaurus Financial
California
+$972K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.71M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.58M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.62M
4
RJA
Raymond James & Associates
Florida
-$872K
5
Citadel Advisors
Citadel Advisors
Florida
-$832K
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
26
Biondo Investment Advisors
Pennsylvania
$764K +$18.6K +325 +2%
AG
27
Advisor Group
Arizona
$757K -$2.68K -47 -0.4%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$692K -$171K -2,998 -20%
CAN
29
Cetera Advisor Networks
California
$678K +$5.42K +95 +0.8%
SWP
30
Stratos Wealth Partners
Ohio
$591K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$577K +$31.5K +553 +6%
QWM
32
QP Wealth Management
New Jersey
$546K +$546K +9,649 New
HighTower Advisors
33
HighTower Advisors
Illinois
$434K – – –
Citigroup
34
Citigroup
New York
$425K – – –
WI
35
Wintrust Investments
Illinois
$401K – – –
MAP
36
Milestone Advisory Partners
North Carolina
$355K -$5.7K -100 -2%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$348K – – –
OC
38
Oppenheimer & Co
New York
$334K +$33.4K +585 +11%
HIS
39
Harvest Investment Services
Illinois
$322K +$322K +5,654 New
SC
40
Scotia Capital
Ontario, Canada
$269K +$269K +4,714 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$267K +$5.98K +105 +2%
TRCT
42
Tower Research Capital (TRC)
New York
$242K -$111K -1,936 -31%
ASN
43
Advisory Services Network
Georgia
$220K -$285 -5 -0.1%
1W
44
1776 Wealth
Georgia
$150K +$150K +2,635 New
TCWM
45
Total Clarity Wealth Management
Illinois
$110K +$110K +1,923 New
IFWM
46
Institute for Wealth Management
Colorado
$107K +$107K +1,875 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$97K – – –
GFPC
48
Global Financial Private Client
Florida
$96.4K +$96.4K +1,689 New
RIA
49
Realta Investment Advisors
Delaware
$95K +$95K +1,755 New
GWM
50
Geneos Wealth Management
Colorado
$86K – – –
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