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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

67 hedge funds and large institutions have $217M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+19
Holders Change %
+39.58%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
21
Reduced
10
Closed
5
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$548K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.9M
3
MWM
3
MorganRosel Wealth Management
Colorado
$3.63M
4
PFS
4
Prospera Financial Services
Texas
$2.92M
5
PAG
5
Private Advisory Group
Washington
$6.33M

Top Sellers

1
SG
1
Strid Group
Pennsylvania
$3.69M
2
Bank of America
2
Bank of America
North Carolina
$35.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Invesco
4
Invesco
Georgia
$0
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
51
MTM Investment Management
South Carolina
$90K +$90K +1,194 New
FFA
52
Founders Financial Alliance
North Carolina
$80K – – –
TSW
53
Thompson Siegel & Walmsley
Virginia
$80K – – –
GWM
54
Geneos Wealth Management
Colorado
$79K +$41K +1,115 +108%
SBL
55
Sargent Bickham Lagudis
Colorado
$52K +$52K +697 New
NFSG
56
Newbridge Financial Services Group
Florida
$32K – – –
APA
57
American Portfolios Advisors
New York
$32K – – –
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$28K -$1.27K -17 -4%
BW
59
Bison Wealth
Georgia
$23K – – –
TWM
60
Tradition Wealth Management
Minnesota
$22K +$22K +298 New
CIA
61
Cascade Investment Advisors
Oregon
$16.6K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
Bessemer Group
63
Bessemer Group
New Jersey
$5K +$5K +67 New
IRC
64
Investors Research Corp
Georgia
$3K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$3K +$3K +43 New
GFPC
66
Global Financial Private Client
Florida
$2.41K – – –
Citadel Advisors
67
Citadel Advisors
Florida
– -$1.76M -29,727 Closed
Invesco
68
Invesco
Georgia
– -$1.2M -20,190 Closed
Simplex Trading
69
Simplex Trading
Illinois
– -$46K -786 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$3K -57 Closed
IA
71
IFP Advisors
Florida
– -$1K -13 Closed
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