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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

106 hedge funds and large institutions have $831M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

9% more funds holding

Funds holding: 97 → 106 (+9)

3% more capital invested

Capital invested by funds: $808M → $831M (+$22.9M)

0.38% more ownership

Funds ownership: 82.23% → 82.6% (+0.38%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
106
Holders Change
+9
Holders Change %
+9.28%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
44
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.4M
2
Wells Fargo
Wells Fargo
California
+$2.87M
3
VT
Vise Technologies
New York
+$2.71M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.06M
5
LPL Financial
LPL Financial
California
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
LWM
LJI Wealth Management
Indiana
-$3.81M
2
PA
Pineridge Advisors
Missouri
-$3.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$992K
4
Stifel Financial
Stifel Financial
Missouri
-$699K
5
Bank of America
Bank of America
North Carolina
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
26
KMG Fiduciary Partners
Ohio
$1.89M +$154K +1,601 +8%
Stifel Financial
27
Stifel Financial
Missouri
$1.8M -$699K -7,283 -27%
SCA
28
Snowden Capital Advisors
New York
$1.75M +$118K +1,225 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.74M +$797K +8,304 +77%
SAM
30
Synergy Asset Management
Washington
$1.66M – – –
NCFG
31
New Century Financial Group
New Jersey
$1.5M -$106K -1,100 -6%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.36M -$51.6K -538 -3%
NA
33
Nottingham Advisors
New York
$1.2M – – –
NAM
34
NorthCrest Asset Manangement
Minnesota
$1.17M +$609K +6,346 +99%
IWM
35
IHT Wealth Management
Illinois
$1.12M -$356K -3,708 -23%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.11M +$364K +3,795 +45%
1WM
37
1900 Wealth Management
Texas
$1.03M -$4.13K -43 -0.4%
TWM
38
Trueblood Wealth Management
Ohio
$1.03M +$79.5K +828 +8%
KCM
39
Kendall Capital Management
Maryland
$965K +$6.81K +71 +0.7%
Osaic Holdings
40
Osaic Holdings
Arizona
$882K +$64.5K +672 +7%
EWA
41
EP Wealth Advisors
California
$880K – – –
NRG
42
Nemes Rush Group
Michigan
$831K +$72K +750 +9%
FTS
43
Fifth Third Securities
Ohio
$817K +$1.34K +14 +0.2%
GWM
44
Geneos Wealth Management
Colorado
$718K +$44.6K +465 +6%
TFS
45
Thoroughbred Financial Services
Tennessee
$686K +$96 +1 +0%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$566K -$52.7K -549 -8%
PWM
47
Partners Wealth Management
California
$506K +$532K +5,538 New
DAS
48
Dynamic Advisor Solutions
Arizona
$457K +$288 +3 +0.1%
FFN
49
Focus Financial Network
Minnesota
$434K +$73.8K +769 +19%
SWP
50
Stratos Wealth Partners
Ohio
$423K +$45.8K +477 +11%
1
2
3 4 5

DWAS Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q4 2024, worth a combined $831M — up 2.8% from $808M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DWAS positions and 5 closed out — a net gain of 12 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $31.4M. The largest seller was LJI Wealth Management, cutting an estimated $3.81M.

  • 106 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q4 2024, up from 97 in Q3 2024.
  • Funds reported $831M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 17 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $31.4M added.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q4 2024 was LJI Wealth Management, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2024.