DWAS icon

Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

67 hedge funds and large institutions have $217M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+19
Holders Change %
+39.58%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
21
Reduced
10
Closed
5
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$548K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.9M
3
MWM
3
MorganRosel Wealth Management
Colorado
$3.63M
4
PFS
4
Prospera Financial Services
Texas
$2.92M
5
PAG
5
Private Advisory Group
Washington
$6.33M

Top Sellers

1
SG
1
Strid Group
Pennsylvania
$3.69M
2
Bank of America
2
Bank of America
North Carolina
$35.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Invesco
4
Invesco
Georgia
$0
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.25M +$771K +10,244 +160%
KAS
27
Kestra Advisory Services
Texas
$1.19M +$94K +1,240 +9%
BIA
28
Biondo Investment Advisors
Pennsylvania
$1.13M -$29.1K -387 -3%
DWMG
29
DB Wealth Management Group
California
$976K +$976K +12,958 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$883K +$629K +8,353 +248%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$863K -$43K -571 -5%
Goldman Sachs
32
Goldman Sachs
New York
$843K +$843K +11,193 New
CAN
33
Cetera Advisor Networks
California
$601K +$16.6K +220 +3%
CWA
34
Capital Wealth Alliance
Arizona
$571K +$571K +6,683 New
CIBC World Market
35
CIBC World Market
Ontario, Canada
$545K +$545K +7,244 New
CF
36
Centaurus Financial
California
$535K +$535K +7,108 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$491K +$4.81K +64 +1%
OC
38
Oppenheimer & Co
New York
$488K -$22.9K -304 -4%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$465K +$24.3K +323 +6%
BAM
40
Belpointe Asset Management
Nevada
$387K +$387K +5,141 New
KFGK
41
Keystone Financial Group (Kentucky)
Kentucky
$377K +$377K +5,013 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$290K +$290K +3,600 New
RWA
43
Redhawk Wealth Advisors
Minnesota
$259K – – –
Truist Financial
44
Truist Financial
North Carolina
$244K +$244K +3,238 New
SPIA
45
Steward Partners Investment Advisory
New York
$228K – – –
Citigroup
46
Citigroup
New York
$226K -$22.7K -301 -9%
ASN
47
Advisory Services Network
Georgia
$181K -$978 -13 -0.5%
MCC
48
Money Concepts Capital
Florida
$123K +$123K +1,635 New
OIA
49
Optimum Investment Advisors
Illinois
$112K +$112K +1,492 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$97K – – –
1
2
3