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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

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 4 closing their positions.

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
1.41%
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
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$588M
2
Wells Fargo
2
Wells Fargo
California
$23.3M
3
VT
3
Vise Technologies
New York
$3.08M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.96M
5
LPL Financial
5
LPL Financial
California
$18.2M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$267K
2
PA
2
Pineridge Advisors
Missouri
$13.5K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.13M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.8M
5
Bank of America
5
Bank of America
North Carolina
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
KFP
26
KMG Fiduciary Partners
Ohio
$1.89M 20,711 +1,601 +8%
Stifel Financial
27
Stifel Financial
Missouri
$1.8M 19,746 -7,283 -27%
SCA
28
Snowden Capital Advisors
New York
$1.75M 19,185 +1,225 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.74M 19,033 +8,304 +77%
SAM
30
Synergy Asset Management
Washington
$1.66M 17,872 – –
NCFG
31
New Century Financial Group
New Jersey
$1.5M 15,961 -1,100 -6%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.36M 14,945 -538 -3%
NA
33
Nottingham Advisors
New York
$1.2M 13,149 – –
NAM
34
NorthCrest Asset Manangement
Minnesota
$1.17M 12,766 +6,346 +99%
IWM
35
IHT Wealth Management
Illinois
$1.12M 12,307 -3,708 -23%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.11M 12,186 +3,795 +45%
1WM
37
1900 Wealth Management
Texas
$1.03M 11,294 -43 -0.4%
TWM
38
Trueblood Wealth Management
Ohio
$1.03M 11,228 +828 +8%
KCM
39
Kendall Capital Management
Maryland
$965K 10,571 +71 +0.7%
Osaic Holdings
40
Osaic Holdings
Arizona
$882K 9,660 +672 +7%
EWA
41
EP Wealth Advisors
California
$880K 9,639 – –
NRG
42
Nemes Rush Group
Michigan
$831K 9,104 +750 +9%
FTS
43
Fifth Third Securities
Ohio
$817K 8,954 +14 +0.2%
GWM
44
Geneos Wealth Management
Colorado
$718K 7,868 +465 +6%
TFS
45
Thoroughbred Financial Services
Tennessee
$686K 7,525 +1 +0%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$566K 6,205 -549 -8%
PWM
47
Partners Wealth Management
California
$506K 5,538 +5,538 New
DAS
48
Dynamic Advisor Solutions
Arizona
$457K 5,007 +3 +0.1%
FFN
49
Focus Financial Network
Minnesota
$434K 4,750 +769 +19%
SWP
50
Stratos Wealth Partners
Ohio
$423K 4,628 +477 +11%
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