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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

76 hedge funds and large institutions have $292M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
30
Reduced
14
Closed
10
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
-$133K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.4M
2
Wells Fargo
2
Wells Fargo
California
$52.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$23.3M
4
LPL Financial
4
LPL Financial
California
$15.4M
5
IWA
5
IBEX Wealth Advisors
New Jersey
$4.62M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$2.86M
2
PAG
2
Private Advisory Group
Washington
$1.54M
3
BFG
3
Berger Financial Group
Minnesota
$0
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$717K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$249K +$249K +2,932 New
SWP
52
Stratos Wealth Partners
Ohio
$223K +$223K +2,618 New
SI
53
Stephens Inc
Arkansas
$214K +$214K +2,516 New
ASN
54
Advisory Services Network
Georgia
$205K +$933 +11 +0.5%
GWM
55
Geneos Wealth Management
Colorado
$183K – – –
SWM
56
Spire Wealth Management
Virginia
$182K +$182K +2,136 New
MIM
57
MTM Investment Management
South Carolina
$102K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$97K – – –
TSW
59
Thompson Siegel & Walmsley
Virginia
$91K – – –
FFA
60
Founders Financial Alliance
North Carolina
$89K +$752 +9 +0.9%
OIA
61
Optimum Investment Advisors
Illinois
$85K -$41.8K -492 -33%
SBL
62
Sargent Bickham Lagudis
Colorado
$59K – – –
NFSG
63
Newbridge Financial Services Group
Florida
$37K – – –
APA
64
American Portfolios Advisors
New York
$36.1K – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$32K +$748 +9 +2%
BW
66
Bison Wealth
Georgia
$26K – – –
HI
67
Harbour Investments
Wisconsin
$26K +$26K +309 New
CIA
68
Cascade Investment Advisors
Oregon
$18.7K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
SFSIG
70
San Francisco Sentry Investment Group
California
$10K +$10K +120 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
$6K +$6K +70 New
1WM
72
1900 Wealth Management
Texas
$4.63K +$247 +2,904 +6%
IRC
73
Investors Research Corp
Georgia
$4K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$3K -$1.16K -12 -28%
MA
75
Montag & Associates
Georgia
$1K +$1K +10 New
1 2
3
4