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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

48 hedge funds and large institutions have $131M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
16
Reduced
15
Closed
4
Calls
–
Puts
$202K
Net Calls
-$202K
Net Calls Change
-$256K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.4M
2
Wells Fargo
2
Wells Fargo
California
$17M
3
LPL Financial
3
LPL Financial
California
$5.99M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.9M

Top Sellers

1
Citigroup
1
Citigroup
New York
$196K
2
PFS
2
Prospera Financial Services
Texas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$379K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.12M
5
IA
5
IFP Advisors
Florida
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$379K -$1.52M -25,635 -80%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$348K +$60.4K +1,018 +21%
SC
28
Scotia Capital
Ontario, Canada
$252K -$2.79K -47 -1%
RWA
29
Redhawk Wealth Advisors
Minnesota
$204K +$204K +3,434 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$200K +$200K +3,369 New
Citigroup
31
Citigroup
New York
$196K -$154M -2,599,534 -100%
SPIA
32
Steward Partners Investment Advisory
New York
$180K -$11.9K -200 -6%
ASN
33
Advisory Services Network
Georgia
$144K +$144K +2,418 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$97K – – –
FFA
35
Founders Financial Alliance
North Carolina
$69K +$69K +1,056 New
TSW
36
Thompson Siegel & Walmsley
Virginia
$63K – – –
GWM
37
Geneos Wealth Management
Colorado
$59K – – –
Simplex Trading
38
Simplex Trading
Illinois
$46K +$46K +786 New
NFSG
39
Newbridge Financial Services Group
Florida
$26K +$26K +430 New
APA
40
American Portfolios Advisors
New York
$25.2K – – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$23K -$1.11K -19 -5%
BW
42
Bison Wealth
Georgia
$18K +$18K +300 New
CIA
43
Cascade Investment Advisors
Oregon
$13.1K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$3K -$176K -3,351 -98%
IRC
46
Investors Research Corp
Georgia
$3K – – –
GFPC
47
Global Financial Private Client
Florida
$1.94K – – –
IA
48
IFP Advisors
Florida
$1K -$305K -3,966 -100%
PFS
49
Prospera Financial Services
Texas
– -$1.83M -34,109 Closed
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
– -$245K -4,587 Closed
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