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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

76 hedge funds and large institutions have $292M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
30
Reduced
14
Closed
10
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
-$133K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$52.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$23.3M
4
LPL Financial
4
LPL Financial
California
$15.4M
5
IWA
5
IBEX Wealth Advisors
New Jersey
$4.62M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$2.86M
2
PAG
2
Private Advisory Group
Washington
$1.54M
3
BFG
3
Berger Financial Group
Minnesota
$0
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$717K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$1.54M -$7.57K -89 -0.5%
CWA
27
Capital Wealth Alliance
Arizona
$1.47M +$898K +10,563 +158%
OMC
28
Old Mission Capital
Illinois
$1.45M +$1.45M +17,051 New
SCA
29
Snowden Capital Advisors
New York
$1.39M -$71.7K -843 -5%
BIA
30
Biondo Investment Advisors
Pennsylvania
$1.28M +$4K +47 +0.3%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.23M -$593K -6,971 -33%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.22M +$223K +2,629 +22%
FTUS
33
Flow Traders U.S.
New York
$1.16M +$1.16M +13,618 New
DWMG
34
DB Wealth Management Group
California
$1.12M +$20.6K +242 +2%
KAS
35
Kestra Advisory Services
Texas
$949K -$389K -4,572 -29%
CWM
36
Collaborative Wealth Management
Florida
$869K +$869K +10,261 New
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$854K -$121K -1,422 -12%
KWM
38
Kingsview Wealth Management
Oregon
$777K +$777K +8,998 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$717K -$697K -8,200 -49%
CAN
40
Cetera Advisor Networks
California
$639K -$39.7K -467 -6%
KFGK
41
Keystone Financial Group (Kentucky)
Kentucky
$633K +$207K +2,433 +49%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$589K +$34.1K +401 +6%
OC
43
Oppenheimer & Co
New York
$551K -$765 -9 -0.1%
TRCT
44
Tower Research Capital (TRC)
New York
$517K +$517K +6,074 New
TCWM
45
Total Clarity Wealth Management
Illinois
$515K +$515K +6,053 New
WI
46
Wintrust Investments
Illinois
$385K +$385K +4,531 New
SPIA
47
Steward Partners Investment Advisory
New York
$308K +$50.1K +589 +19%
EP
48
Eudaimonia Partners
Tennessee
$306K +$306K +3,596 New
Truist Financial
49
Truist Financial
North Carolina
$271K -$4.16K -49 -2%
Citigroup
50
Citigroup
New York
$255K – – –
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