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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

81 hedge funds and large institutions have $448M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
22
Reduced
27
Closed
15
Calls
$527K
Puts
–
Net Calls
+$527K
Net Calls Change
+$63K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$266M
2
LPL Financial
LPL Financial
California
$22.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.33M
4
PAG
Private Advisor Group
New Jersey
$2.76M
5
MCC
Money Concepts Capital
Florida
$1.91M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.8M
2
DSCM
Del-Sette Capital Management
New York
$0
3
EWA
EP Wealth Advisors
California
$762K
4
Wells Fargo
Wells Fargo
California
$18.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$1.27M -$118K -1,502 -9%
HI
27
Harbour Investments
Wisconsin
$1.17M +$91.7K +1,165 +9%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.13M +$74.7K +949 +7%
Citadel Advisors
29
Citadel Advisors
Florida
$1.08M -$502K -6,377 -32%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.02M +$209K +2,655 +26%
SCA
31
Snowden Capital Advisors
New York
$1M +$93.3K +1,185 +10%
Two Sigma Investments
32
Two Sigma Investments
New York
$1,000K +$1,000K +12,700 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$821K -$734K -9,332 -47%
EWA
34
EP Wealth Advisors
California
$762K -$3.58M -9,445 -82%
TRCT
35
Tower Research Capital (TRC)
New York
$720K +$155K +1,973 +27%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$697K -$199K -2,525 -22%
TFS
37
Thoroughbred Financial Services
Tennessee
$685K -$10.7K -136 -2%
GWM
38
Geneos Wealth Management
Colorado
$630K +$4.25K +54 +0.7%
DWMG
39
DB Wealth Management Group
California
$618K -$9.84K -125 -2%
Jane Street
40
Jane Street
New York
$490K +$490K +6,219 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$477K -$2.36K -30 -0.5%
PWP
42
Principle Wealth Partners
Connecticut
$423K -$128K -1,628 -23%
SPIA
43
Steward Partners Investment Advisory
New York
$404K +$19.7K +250 +5%
FTS
44
Fifth Third Securities
Ohio
$394K -$158K -2,012 -29%
FFN
45
Focus Financial Network
Minnesota
$383K -$6.46K -82 -2%
DAS
46
Dynamic Advisor Solutions
Arizona
$381K +$40K +508 +12%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$375K – – –
MWM
48
MorganRosel Wealth Management
Colorado
$357K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$353K – – –
LTL
50
Lowery Thomas LLC
California
$316K +$24.3K +309 +8%
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