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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

91 hedge funds and large institutions have $209M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
17
Increased
30
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$23.4M
2
DSCM
2
Del-Sette Capital Management
New York
$5.89M
3
Wells Fargo
3
Wells Fargo
California
$34.1M
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.6M
2
LSA
2
Lansing Street Advisors
Pennsylvania
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.2M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.2M -$29.7K -408 -2%
TWP
27
Transparent Wealth Partners
Arkansas
$966K +$966K +13,278 New
HI
28
Harbour Investments
Wisconsin
$947K +$73.9K +1,015 +8%
Osaic Holdings
29
Osaic Holdings
Arizona
$945K +$53K +728 +6%
EWA
30
EP Wealth Advisors
California
$830K – – –
SCA
31
Snowden Capital Advisors
New York
$773K -$109K -1,501 -12%
PWP
32
Principle Wealth Partners
Connecticut
$762K +$23.1K +318 +3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$661K -$61.4K -844 -8%
CWA
34
Capital Wealth Alliance
Arizona
$659K +$242K +3,330 +58%
TFS
35
Thoroughbred Financial Services
Tennessee
$642K +$288K +3,957 +81%
MML Investors Services
36
MML Investors Services
Massachusetts
$601K +$132K +1,820 +28%
DWMG
37
DB Wealth Management Group
California
$594K -$33.2K -456 -5%
Prudential Financial
38
Prudential Financial
New Jersey
$550K +$76.3K +1,049 +16%
TRCT
39
Tower Research Capital (TRC)
New York
$541K +$438K +6,014 +424%
GWM
40
Geneos Wealth Management
Colorado
$498K +$385K +5,292 +341%
FTS
41
Fifth Third Securities
Ohio
$491K +$50.8K +698 +12%
KAS
42
Kestra Advisory Services
Texas
$424K +$110K +1,511 +35%
DWP
43
Daymark Wealth Partners
Ohio
$406K +$406K +5,580 New
MHS
44
M Holdings Securities
Oregon
$381K -$3.64K -50 -0.9%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$374K -$348K -4,783 -48%
DAS
46
Dynamic Advisor Solutions
Arizona
$359K +$66.7K +917 +23%
SPIA
47
Steward Partners Investment Advisory
New York
$355K – – –
Baird Financial Group
48
Baird Financial Group
Wisconsin
$346K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$330K +$330K +4,541 New
FFN
50
Focus Financial Network
Minnesota
$311K +$311K +4,277 New
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