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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

90 hedge funds and large institutions have $740M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
16
Increased
34
Reduced
22
Closed
12
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
+$500K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$42.4M
2
MCC
Money Concepts Capital
Florida
+$18.2M
3
Wells Fargo
Wells Fargo
California
+$11.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.92M
5
PFS
Prospera Financial Services
Texas
+$2.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.8M
2
PAG
Private Advisory Group
Washington
-$2.09M
3
IWM
IHT Wealth Management
Illinois
-$1.49M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$911K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$552K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$1.59M +$54.5K +599 +4%
Stifel Financial
27
Stifel Financial
Missouri
$1.54M -$24.6K -271 -2%
OC
28
Oppenheimer & Co
New York
$1.5M +$1.5M +16,486 New
IWM
29
IHT Wealth Management
Illinois
$1.5M -$1.49M -16,431 -50%
1WM
30
1900 Wealth Management
Texas
$1.48M -$244K -2,682 -14%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.42M +$23.2K +255 +2%
SG
32
Strid Group
Pennsylvania
$1.05M +$545 +6 +0.1%
SCA
33
Snowden Capital Advisors
New York
$1.05M +$22.7K +250 +2%
FPGK
34
Financial Partners Group (Kansas)
Kansas
$1.05M +$450K +4,954 +75%
Creative Planning
35
Creative Planning
Kansas
$949K +$547K +6,012 +136%
Osaic Holdings
36
Osaic Holdings
Arizona
$924K +$51.4K +565 +6%
TWM
37
Trueblood Wealth Management
Ohio
$918K – – –
EWA
38
EP Wealth Advisors
California
$876K -$4.55K -50 -0.5%
NRG
39
Nemes Rush Group
Michigan
$759K +$21K +231 +3%
Citadel Advisors
40
Citadel Advisors
Florida
$663K +$214K +2,353 +48%
GWM
41
Geneos Wealth Management
Colorado
$637K +$8.09K +89 +1%
TFS
42
Thoroughbred Financial Services
Tennessee
$603K -$83.4K -918 -12%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$579K -$90.6K -996 -14%
FTS
44
Fifth Third Securities
Ohio
$552K +$34K +374 +7%
GS
45
GTS Securities
New York
$501K +$501K +5,509 New
FTDI
46
First Trust Direct Indexing
Massachusetts
$449K +$449K +4,935 New
FFN
47
Focus Financial Network
Minnesota
$447K +$101K +1,230 +29%
SPIA
48
Steward Partners Investment Advisory
New York
$421K -$22.7K -250 -5%
DAS
49
Dynamic Advisor Solutions
Arizona
$411K -$75.3K -828 -15%
KAS
50
Kestra Advisory Services
Texas
$410K +$60.5K +666 +17%
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