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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

78 hedge funds and large institutions have $298M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
26
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$59.1M
2
FFS
2
Founders Financial Securities
Maryland
$656K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.27M
4
PAG
4
Private Advisor Group
New Jersey
$3.4M
5
RJA
5
Raymond James & Associates
Florida
$21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.7M
2
FEM
2
Fulcrum Equity Management
Texas
$0
3
SAM
3
Synergy Asset Management
Washington
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.27M +$649K +7,223 +104%
DWMG
27
DB Wealth Management Group
California
$1.21M +$28.8K +321 +2%
EWA
28
EP Wealth Advisors
California
$1.14M -$485K -5,403 -30%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.09M -$204K -2,265 -16%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1M -$289K -3,219 -22%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$989K +$87.4K +973 +10%
KAS
32
Kestra Advisory Services
Texas
$942K -$59.7K -665 -6%
CAN
33
Cetera Advisor Networks
California
$848K +$173K +1,924 +26%
KFGK
34
Keystone Financial Group (Kentucky)
Kentucky
$723K +$54.9K +612 +8%
TRCT
35
Tower Research Capital (TRC)
New York
$690K +$145K +1,609 +26%
FFS
36
Founders Financial Securities
Maryland
$656K +$656K +7,303 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$596K -$161K -1,793 -21%
OC
38
Oppenheimer & Co
New York
$501K -$81.4K -906 -14%
FTS
39
Fifth Third Securities
Ohio
$463K +$463K +5,152 New
WI
40
Wintrust Investments
Illinois
$430K +$23.3K +260 +6%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$393K +$393K +4,697 New
Citadel Advisors
42
Citadel Advisors
Florida
$356K -$2.53M -28,175 -88%
SPIA
43
Steward Partners Investment Advisory
New York
$337K +$11.7K +130 +4%
FFN
44
Focus Financial Network
Minnesota
$258K -$5.48K -61 -2%
Citigroup
45
Citigroup
New York
$251K -$17.9K -200 -7%
SWP
46
Stratos Wealth Partners
Ohio
$240K +$5.29K +59 +2%
EBA
47
Eagle Bay Advisors
New York
$236K +$236K +2,597 New
Truist Financial
48
Truist Financial
North Carolina
$229K -$56.9K -635 -20%
SI
49
Stephens Inc
Arkansas
$226K – – –
ASN
50
Advisory Services Network
Georgia
$217K -$180 -2 -0.1%
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