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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

94 hedge funds and large institutions have $292M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
31
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$42.2M
2
LPL Financial
LPL Financial
California
$18.8M
3
PAG
Private Advisory Group
Washington
$1.87M
4
HI
Harbour Investments
Wisconsin
$1.16M
5
GWM
Geneos Wealth Management
Colorado
$1.04M

Top Sellers

1
SAM
Synergy Asset Management
Washington
$240K
2
NFG
Nations Financial Group
Iowa
$0
3
CIBC World Market
CIBC World Market
Ontario, Canada
$0
4
PAG
Private Advisor Group
New Jersey
$475K
5
RJA
Raymond James & Associates
Florida
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.27M +$839K +9,314 +196%
EWA
27
EP Wealth Advisors
California
$1.23M +$92.8K +1,031 +8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.23M +$206K +2,286 +20%
DWMG
29
DB Wealth Management Group
California
$1.2M -$21.5K -239 -2%
HI
30
Harbour Investments
Wisconsin
$1.16M +$1.07M +11,923 +1,270%
KAS
31
Kestra Advisory Services
Texas
$1.15M +$169K +1,879 +17%
GM
32
GeoWealth Management
Illinois
$1.08M +$68.7K +764 +7%
GWM
33
Geneos Wealth Management
Colorado
$1.04M +$957K +10,634 +1,119%
KFGK
34
Keystone Financial Group (Kentucky)
Kentucky
$970K +$159K +1,763 +20%
CWM
35
Collaborative Wealth Management
Florida
$965K +$965K +10,723 New
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$921K -$11.3K -126 -1%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$861K +$861K +9,565 New
TRCT
38
Tower Research Capital (TRC)
New York
$692K +$692K +7,689 New
Baird Financial Group
39
Baird Financial Group
Wisconsin
$637K +$637K +7,073 New
OIA
40
OneDigital Investment Advisors
Kansas
$597K +$94.9K +1,054 +19%
PMG
41
ProVise Management Group
Florida
$567K +$567K +6,302 New
Citigroup
42
Citigroup
New York
$543K +$281K +3,119 +107%
CA
43
Cetera Advisors
Colorado
$523K -$177K -1,971 -25%
WA
44
Win Advisors
Florida
$515K +$515K +5,721 New
DSCM
45
Del-Sette Capital Management
New York
$482K +$482K +5,351 New
PAG
46
Private Advisor Group
New Jersey
$475K -$2.73M -30,333 -85%
SC
47
Scotia Capital
Ontario, Canada
$418K -$9K -100 -2%
SPIA
48
Steward Partners Investment Advisory
New York
$414K +$76.5K +850 +23%
WI
49
Wintrust Investments
Illinois
$388K -$3.69K -41 -0.9%
OMC
50
Old Mission Capital
Illinois
$353K +$353K +3,924 New
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