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Invesco Dorsey Wright SmallCap Momentum ETF

97 hedge funds and large institutions have $585M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $536M → $585M (+$48.9M)

3% more funds holding

Funds holding: 9497 (+3)

2.63% more ownership

Funds ownership: 79.4%82.03% (+2.6%)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $27.6M

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
28
Reduced
34
Closed
10
Calls
Puts
$27.6M
Net Calls
-$27.6M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.26M +$37.5K +429 +3%
NA
27
Nottingham Advisors
New York
$1.21M
MML Investors Services
28
MML Investors Services
Massachusetts
$992K -$121K -1,379 -11%
PAG
29
Private Advisor Group
New Jersey
$965K -$1.06M -12,077 -54%
FFA
30
Farther Finance Advisors
California
$964K -$546K -6,248 -37%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$922K +$874K +10,000 New
TWM
32
Trueblood Wealth Management
Ohio
$869K
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$856K -$14.3K -164 -2%
Osaic Holdings
34
Osaic Holdings
Arizona
$816K -$76.5K -875 -9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$786K -$566K -6,473 -43%
GWM
36
Geneos Wealth Management
Colorado
$776K +$2.89K +33 +0.4%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$739K -$46.3K -529 -6%
MWM
38
MorganRosel Wealth Management
Colorado
$714K +$14.8K +169 +2%
FPGK
39
Financial Partners Group (Kansas)
Kansas
$689K -$87 -1 -0%
PWM
40
Partners Wealth Management
California
$571K +$65.6K +750 +14%
AQR Capital Management
41
AQR Capital Management
Connecticut
$563K +$39.8K +455 +8%
NRG
42
Nemes Rush Group
Michigan
$495K -$2.27K -26 -0.5%
IWM
43
IHT Wealth Management
Illinois
$461K +$28K +320 +7%
Citadel Advisors
44
Citadel Advisors
Florida
$459K +$84.1K +962 +24%
CPG
45
Cornerstone Planning Group
New Jersey
$392K +$4.2K +48 +1%
SG
46
Strid Group
Pennsylvania
$369K
FTUS
47
Flow Traders U.S.
New York
$362K +$19.6K +224 +6%
SWP
48
Stratos Wealth Partners
Ohio
$361K -$1.92K -22 -0.6%
Creative Planning
49
Creative Planning
Kansas
$360K +$18.1K +207 +6%
SC
50
Scotia Capital
Ontario, Canada
$328K

DWAS Hedge Fund Activity: Q3 2025 in Review

97 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q3 2025, worth a combined $585M — up 9.1% from $536M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DWAS positions and 10 closed out — a net gain of 4 holders — while 28 added to existing stakes and 34 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $20.6M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.39M.

  • 97 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q3 2025, up from 94 in Q2 2025.
  • Funds reported $585M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q3 2025, up 9.1% quarter-over-quarter.
  • 14 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q3 2025 and 10 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $20.6M added.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q3 2025.