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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

84 hedge funds and large institutions have $339M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
33
Reduced
25
Closed
14
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$464K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$163M
2
LPL Financial
2
LPL Financial
California
$13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.42M
4
PAG
4
Private Advisor Group
New Jersey
$501K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.1M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
Wells Fargo
2
Wells Fargo
California
$20.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$487K
4
CWA
4
Capital Wealth Alliance
Arizona
$0
5
UBS Group
5
UBS Group
Switzerland
$7.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$1.01M +$46.6K +632 +5%
Osaic Holdings
27
Osaic Holdings
Arizona
$982K +$26.5K +360 +3%
SCA
28
Snowden Capital Advisors
New York
$851K +$67.8K +920 +9%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$838K +$168K +2,286 +25%
TWP
30
Transparent Wealth Partners
Arkansas
$785K -$194K -2,629 -20%
MML Investors Services
31
MML Investors Services
Massachusetts
$757K +$149K +2,021 +24%
KAS
32
Kestra Advisory Services
Texas
$684K +$254K +3,453 +59%
TFS
33
Thoroughbred Financial Services
Tennessee
$651K +$1.47K +20 +0.2%
DWMG
34
DB Wealth Management Group
California
$587K -$14.1K -191 -2%
GWM
35
Geneos Wealth Management
Colorado
$585K +$81.2K +1,102 +16%
TRCT
36
Tower Research Capital (TRC)
New York
$529K -$18.6K -252 -3%
FTS
37
Fifth Third Securities
Ohio
$517K +$19.8K +269 +4%
PWP
38
Principle Wealth Partners
Connecticut
$515K -$256K -3,473 -33%
PAG
39
Private Advisor Group
New Jersey
$501K +$501K +6,805 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$487K -$1.24M -16,788 -72%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$448K +$69.8K +948 +18%
MHS
42
M Holdings Securities
Oregon
$381K -$4.49K -61 -1%
FFN
43
Focus Financial Network
Minnesota
$365K +$49.9K +677 +16%
SPIA
44
Steward Partners Investment Advisory
New York
$359K – – –
Baird Financial Group
45
Baird Financial Group
Wisconsin
$351K – – –
MWM
46
MorganRosel Wealth Management
Colorado
$334K +$334K +4,530 New
HighTower Advisors
47
HighTower Advisors
Illinois
$330K -$2.93K -40 -0.9%
DAS
48
Dynamic Advisor Solutions
Arizona
$319K -$43.8K -595 -12%
WI
49
Wintrust Investments
Illinois
$307K -$3.32K -45 -1%
PWA
50
PCG Wealth Advisors
Kansas
$305K +$3.17K +43 +1%
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