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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

87 hedge funds and large institutions have $630M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$427M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.12M
4
IWM
4
IHT Wealth Management
Illinois
$2.76M
5
Bank of America
5
Bank of America
North Carolina
$14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.7M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.12M
4
Goldman Sachs
4
Goldman Sachs
New York
$302K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$805K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$1.41M +$179K +2,137 +15%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.29M +$48.6K +580 +4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.12M -$1.03M -12,342 -48%
SG
29
Strid Group
Pennsylvania
$971K +$9.55K +114 +1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$964K +$62.8K +749 +7%
SCA
31
Snowden Capital Advisors
New York
$948K +$25.1K +300 +3%
TWM
32
Trueblood Wealth Management
Ohio
$846K +$846K +10,094 New
EWA
33
EP Wealth Advisors
California
$812K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$805K -$990K -11,812 -55%
NRG
35
Nemes Rush Group
Michigan
$681K +$136K +1,627 +25%
TFS
36
Thoroughbred Financial Services
Tennessee
$633K -$230K -2,741 -27%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$617K -$69.9K -834 -10%
GWM
38
Geneos Wealth Management
Colorado
$580K -$100K -1,197 -15%
FPGK
39
Financial Partners Group (Kansas)
Kansas
$551K +$87.5K +1,044 +19%
Two Sigma Investments
40
Two Sigma Investments
New York
$536K +$536K +6,400 New
DWMG
41
DB Wealth Management Group
California
$510K -$147K -1,757 -22%
FTS
42
Fifth Third Securities
Ohio
$478K +$106K +1,261 +28%
DAS
43
Dynamic Advisor Solutions
Arizona
$430K +$25.3K +315 +6%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$427K +$427K +5,100 New
Citadel Advisors
45
Citadel Advisors
Florida
$414K -$61.8K -737 -13%
SPIA
46
Steward Partners Investment Advisory
New York
$409K -$20.9K -250 -5%
MWM
47
MorganRosel Wealth Management
Colorado
$380K -$4.11K -49 -1%
Creative Planning
48
Creative Planning
Kansas
$371K +$371K +4,426 New
FFN
49
Focus Financial Network
Minnesota
$354K -$118K -1,409 -25%
KAS
50
Kestra Advisory Services
Texas
$322K -$293K -3,496 -48%
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