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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

81 hedge funds and large institutions have $538M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
31
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$367M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.93M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.46M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$1.35M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$22.4M
2
Truist Financial
Truist Financial
North Carolina
$0
3
UBS Group
UBS Group
Switzerland
$4.94M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.35M +$994K +13,229 +278%
IWM
27
IHT Wealth Management
Illinois
$1.23M +$16.1K +215 +1%
Goldman Sachs
28
Goldman Sachs
New York
$1.18M -$57K -759 -5%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.11M +$138K +1,836 +14%
HI
30
Harbour Investments
Wisconsin
$1.1M -$7.89K -105 -0.7%
SG
31
Strid Group
Pennsylvania
$862K -$437K -5,824 -34%
SCA
32
Snowden Capital Advisors
New York
$827K -$129K -1,716 -13%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$808K +$24.1K +321 +3%
TFS
34
Thoroughbred Financial Services
Tennessee
$773K +$119K +1,585 +18%
EWA
35
EP Wealth Advisors
California
$728K +$577K +7,679 +382%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$616K -$49.2K -655 -7%
GWM
37
Geneos Wealth Management
Colorado
$610K +$9.01K +120 +2%
DWMG
38
DB Wealth Management Group
California
$589K +$225 +3 +0%
KAS
39
Kestra Advisory Services
Texas
$552K +$267K +3,559 +94%
TRCT
40
Tower Research Capital (TRC)
New York
$510K -$177K -2,358 -26%
NRG
41
Nemes Rush Group
Michigan
$488K +$312K +4,155 +177%
Citadel Advisors
42
Citadel Advisors
Florida
$426K -$604K -8,045 -59%
FFN
43
Focus Financial Network
Minnesota
$423K +$57.3K +763 +16%
FPGK
44
Financial Partners Group (Kansas)
Kansas
$392K +$392K +5,537 New
SPIA
45
Steward Partners Investment Advisory
New York
$385K – – –
DAS
46
Dynamic Advisor Solutions
Arizona
$378K +$14.4K +192 +4%
MWM
47
MorganRosel Wealth Management
Colorado
$345K +$4.28K +57 +1%
FTS
48
Fifth Third Securities
Ohio
$334K -$42.3K -563 -11%
HighTower Advisors
49
HighTower Advisors
Illinois
$330K -$8.73K -116 -3%
Prudential Financial
50
Prudential Financial
New Jersey
$289K +$15.6K +208 +6%
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