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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

81 hedge funds and large institutions have $281M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
26
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Synergy Asset Management
Washington
$6.34M
2
RJA
Raymond James & Associates
Florida
$26.8M
3
NFG
Nations Financial Group
Iowa
$5.58M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$4.13M
5
Morgan Stanley
Morgan Stanley
New York
$32.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$36.4M
2
Wells Fargo
Wells Fargo
California
$51.4M
3
LPL Financial
LPL Financial
California
$12.7M
4
SC
Scotia Capital
Ontario, Canada
$417K
5
FA
Fortis Advisors
Pennsylvania
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
26
Biondo Investment Advisors
Pennsylvania
$1.3M -$27K -307 -2%
DWMG
27
DB Wealth Management Group
California
$1.19M +$4.13K +47 +0.3%
EWA
28
EP Wealth Advisors
California
$1.11M – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$1M -$63.4K -721 -6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1M +$22.9K +261 +2%
GM
31
GeoWealth Management
Illinois
$988K +$988K +11,250 New
KAS
32
Kestra Advisory Services
Texas
$953K +$31.3K +356 +3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$910K -$57K -649 -6%
CAN
34
Cetera Advisor Networks
California
$883K +$53.7K +611 +6%
KFGK
35
Keystone Financial Group (Kentucky)
Kentucky
$792K +$84.1K +957 +12%
FFS
36
Founders Financial Securities
Maryland
$740K +$98.6K +1,123 +15%
CA
37
Cetera Advisors
Colorado
$683K +$683K +7,780 New
FTUS
38
Flow Traders U.S.
New York
$542K +$542K +6,165 New
OIA
39
OneDigital Investment Advisors
Kansas
$490K +$490K +5,578 New
Citadel Advisors
40
Citadel Advisors
Florida
$474K +$126K +1,437 +36%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$418K -$165K -1,879 -28%
SC
42
Scotia Capital
Ontario, Canada
$417K -$1.32M -14,987 -76%
WI
43
Wintrust Investments
Illinois
$382K -$38.5K -439 -9%
SPIA
44
Steward Partners Investment Advisory
New York
$329K – – –
Geode Capital Management
45
Geode Capital Management
Massachusetts
$316K – – –
WFO
46
Wealthgate Family Office
Colorado
$316K +$316K +3,600 New
BAM
47
Belpointe Asset Management
Nevada
$312K +$200K +2,273 +178%
EBA
48
Eagle Bay Advisors
New York
$298K +$69.6K +792 +30%
SWP
49
Stratos Wealth Partners
Ohio
$264K +$29K +330 +12%
CF
50
Clarity Financial
Texas
$263K +$263K +2,995 New
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