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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

96 hedge funds and large institutions have $808M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
47
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$568M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.46M
3
Bank of America
3
Bank of America
North Carolina
$19.3M
4
SAM
4
Synergy Asset Management
Washington
$1.66M
5
NCFG
5
New Century Financial Group
New Jersey
$1.58M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$20.9M
3
HI
3
Harbour Investments
Wisconsin
$186K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$996K
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.83M 19,692 +1,058 +6%
KFP
27
KMG Fiduciary Partners
Ohio
$1.77M 19,110 +15,341 +407%
SCA
28
Snowden Capital Advisors
New York
$1.67M 17,960 +6,133 +52%
SAM
29
Synergy Asset Management
Washington
$1.66M 17,872 +17,872 New
FPGK
30
Financial Partners Group (Kansas)
Kansas
$1.63M 17,547 +3,065 +21%
NCFG
31
New Century Financial Group
New Jersey
$1.58M 17,061 +17,061 New
IWM
32
IHT Wealth Management
Illinois
$1.49M 16,015 +3,226 +25%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.44M 15,483 +551 +4%
NA
34
Nottingham Advisors
New York
$1.22M 13,149 +13,149 New
1WM
35
1900 Wealth Management
Texas
$1.05M 11,337 +55 +0.5%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$996K 10,729 -7,782 -42%
KCM
37
Kendall Capital Management
Maryland
$975K 10,500 +10,500 New
TWM
38
Trueblood Wealth Management
Ohio
$966K 10,400 +284 +3%
EWA
39
EP Wealth Advisors
California
$895K 9,639 – –
Osaic Holdings
40
Osaic Holdings
Arizona
$835K 8,988 -373 -4%
FTS
41
Fifth Third Securities
Ohio
$830K 8,940 -246 -3%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$779K 8,391 +2,498 +42%
NRG
43
Nemes Rush Group
Michigan
$759K 8,354 -154 -2%
TFS
44
Thoroughbred Financial Services
Tennessee
$698K 7,524 +2 +0%
GWM
45
Geneos Wealth Management
Colorado
$688K 7,403 +289 +4%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$619K 6,754 +453 +7%
NAM
47
NorthCrest Asset Manangement
Minnesota
$596K 6,420 +854 +15%
KAS
48
Kestra Advisory Services
Texas
$581K 6,258 +356 +6%
VT
49
Vise Technologies
New York
$517K 5,562 +395 +8%
DAS
50
Dynamic Advisor Solutions
Arizona
$465K 5,004 +342 +7%
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