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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

98 hedge funds and large institutions have $749M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

8% more funds holding

Funds holding: 91 → 98 (+7)

2.24% more ownership

Funds ownership: 80.02% → 82.26% (+2.2%)

1% more capital invested

Capital invested by funds: $740M → $749M (+$8.08M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
37
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.8M
2
MCC
Money Concepts Capital
Florida
+$12.7M
3
AI
Atria Investments
North Carolina
+$3.04M
4
PA
Pineridge Advisors
Missouri
+$2.73M
5
UBS Group
UBS Group
Switzerland
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.41M
2
PFS
Prospera Financial Services
Texas
-$2.16M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.04M
5
Citadel Advisors
Citadel Advisors
Florida
-$663K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.58M -$69.5K -804 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.57M +$33.1K +383 +2%
Stifel Financial
28
Stifel Financial
Missouri
$1.54M +$97.5K +1,128 +7%
HI
29
Harbour Investments
Wisconsin
$1.52M +$34.2K +396 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.27M -$58.3K -675 -4%
FPGK
31
Financial Partners Group (Kansas)
Kansas
$1.23M +$255K +2,947 +26%
MFG
32
MTM Financial Group
Pennsylvania
$1.15M +$320K +3,705 +38%
IWM
33
IHT Wealth Management
Illinois
$1.09M -$319K -3,696 -22%
SCA
34
Snowden Capital Advisors
New York
$1.01M +$22.6K +261 +2%
1WM
35
1900 Wealth Management
Texas
$959K -$429K -4,965 -31%
TWM
36
Trueblood Wealth Management
Ohio
$860K +$1.9K +22 +0.2%
EWA
37
EP Wealth Advisors
California
$820K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$796K -$69.7K -806 -8%
FTS
39
Fifth Third Securities
Ohio
$781K +$269K +3,109 +51%
NRG
40
Nemes Rush Group
Michigan
$724K +$13.3K +154 +2%
TFS
41
Thoroughbred Financial Services
Tennessee
$639K +$76.4K +884 +13%
GWM
42
Geneos Wealth Management
Colorado
$605K +$8.99K +104 +1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$536K -$5.62K -65 -1%
KAS
44
Kestra Advisory Services
Texas
$502K +$120K +1,389 +31%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$501K -$1.11M -12,802 -68%
NAM
46
NorthCrest Asset Manangement
Minnesota
$473K +$103K +1,187 +27%
VT
47
Vise Technologies
New York
$439K +$447K +5,167 New
FTDI
48
First Trust Direct Indexing
Massachusetts
$420K – – –
DAS
49
Dynamic Advisor Solutions
Arizona
$396K +$11.9K +138 +3%
FFN
50
Focus Financial Network
Minnesota
$377K -$117K -1,353 -25%
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DWAS Hedge Fund Activity: Q2 2024 in Review

98 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q2 2024, worth a combined $749M — up 1.1% from $740M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DWAS positions and 7 closed out — a net gain of 8 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $37.8M. The largest seller was Wells Fargo, cutting an estimated $2.41M.

  • 98 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $749M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 15 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q2 2024 and 7 closed out, a net change of +8 holders.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $37.8M added.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q2 2024 was Wells Fargo, an estimated $2.41M sold.

Based on aggregated 13F filings for Q2 2024.