Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
45 hedge funds and large institutions have $93.9M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 7 closing their positions.
14% more capital invested
Capital invested by funds: $82.6M → $93.9M (+$11.3M)
5.91% more ownership
Funds ownership: 47.53% → 53.44% (+5.9%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 46 → 45 (-1)
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$4.76M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.66M |
| 3 |
Morgan Stanley
New York
|
+$4.27M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$3.62M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.94M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$795K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$730K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$625K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$406K |
DWAS Hedge Fund Activity: Q1 2017 in Review
45 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q1 2017, worth a combined $93.9M — up 14% from $82.6M a quarter earlier.
Fund positioning in DWAS was balanced in Q1 2017: 7 funds opened new positions, 7 closed out, 12 added to existing stakes and 19 trimmed.
The largest buyer was SPC Financial Inc, opening a new position worth an estimated $4.76M. The largest seller was Wells Fargo, cutting an estimated $4.94M.
- 45 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q1 2017, down from 46 in Q4 2016.
- Funds reported $93.9M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q1 2017, up 14% quarter-over-quarter.
- 7 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q1 2017 and 7 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q1 2017 was SPC Financial Inc, an estimated $4.76M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q1 2017 was Wells Fargo, an estimated $4.94M sold.
Based on aggregated 13F filings for Q1 2017.