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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

79 hedge funds and large institutions have $215M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
79
Holders Change
-15
Holders Change %
-15.96%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
21
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Win Advisors
Florida
$18.9M
2
OMC
2
Old Mission Capital
Illinois
$1.62M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$914K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.62M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.94M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$28M
3
LPL Financial
3
LPL Financial
California
$11M
4
MWM
4
MorganRosel Wealth Management
Colorado
$0
5
Wells Fargo
5
Wells Fargo
California
$46M
Name Market Value Shares Shares
Change 		Shares
Change %
DWMG
26
DB Wealth Management Group
California
$948K 11,194 -2,135 -16%
LSA
27
Lansing Street Advisors
Pennsylvania
$918K 11,093 +11,093 New
MML Investors Services
28
MML Investors Services
Massachusetts
$914K 10,793 +10,793 New
Osaic Holdings
29
Osaic Holdings
Arizona
$910K 10,758 -3,806 -26%
GWM
30
Geneos Wealth Management
Colorado
$887K 10,486 -1,098 -9%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$876K 10,353 -4,709 -31%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$851K 10,054 -182 -2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$748K 8,841 -33,366 -79%
CAN
34
Cetera Advisor Networks
California
$730K 8,623 -6,244 -42%
PAG
35
Private Advisor Group
New Jersey
$651K 7,684 +2,406 +46%
IWM
36
IHT Wealth Management
Illinois
$602K 7,109 +7,109 New
KAS
37
Kestra Advisory Services
Texas
$557K 6,575 -6,154 -48%
PMG
38
ProVise Management Group
Florida
$458K 5,412 -890 -14%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$419K 4,948 +3,770 +320%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$410K 4,838 -2,235 -32%
CA
41
Cetera Advisors
Colorado
$403K 4,761 -1,048 -18%
FA
42
Fortis Advisors
Pennsylvania
$384K 16,948 -16,393 -49%
SPIA
43
Steward Partners Investment Advisory
New York
$379K 4,479 -119 -3%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$375K 4,434 +850 +24%
WI
45
Wintrust Investments
Illinois
$365K 4,311 – –
SC
46
Scotia Capital
Ontario, Canada
$328K 3,874 -772 -17%
OIA
47
OneDigital Investment Advisors
Kansas
$303K 3,577 -3,055 -46%
UCFA
48
United Capital Financial Advisors
Texas
$288K 3,400 -300 -8%
SWP
49
Stratos Wealth Partners
Ohio
$286K 3,379 – –
SPC
50
Sigma Planning Corp
Michigan
$286K 3,377 +3,377 New
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