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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

78 hedge funds and large institutions have $298M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
26
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$59.1M
2
FFS
2
Founders Financial Securities
Maryland
$656K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.27M
4
PAG
4
Private Advisor Group
New Jersey
$3.4M
5
RJA
5
Raymond James & Associates
Florida
$21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.7M
2
FEM
2
Fulcrum Equity Management
Texas
$0
3
SAM
3
Synergy Asset Management
Washington
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
51
Vestmark Advisory Solutions
Massachusetts
$206K +$206K +2,295 New
SWM
52
Spire Wealth Management
Virginia
$201K +$8.99K +100 +5%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$143K +$143K +1,589 New
BAM
54
Belpointe Asset Management
Nevada
$115K +$115K +1,278 New
MIM
55
MTM Investment Management
South Carolina
$107K – – –
FFA
56
Founders Financial Alliance
North Carolina
$106K +$10K +111 +10%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$97K – – –
TSW
58
Thompson Siegel & Walmsley
Virginia
$96K – – –
OIA
59
Optimum Investment Advisors
Illinois
$90K – – –
Barclays
60
Barclays
United Kingdom
$89K +$89K +989 New
GWM
61
Geneos Wealth Management
Colorado
$85K -$107K -1,200 -56%
HI
62
Harbour Investments
Wisconsin
$81K +$53.2K +590 +191%
SBL
63
Sargent Bickham Lagudis
Colorado
$63K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$56K +$40.6K +450 +265%
NFSG
65
Newbridge Financial Services Group
Florida
$39K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$39K +$36.2K +407 +1,313%
APA
67
American Portfolios Advisors
New York
$38.2K – – –
AP
68
Advisors Preferred
Maryland
$38K +$38K +416 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$33K -$1.34K -15 -4%
BW
70
Bison Wealth
Georgia
$27K – – –
William Blair & Company
71
William Blair & Company
Illinois
$27K +$27K +298 New
CIA
72
Cascade Investment Advisors
Oregon
$19.8K – – –
S
73
SignatureFD
Georgia
$18K +$18K +200 New
SFSIG
74
San Francisco Sentry Investment Group
California
$11K – – –
BFEC
75
Benjamin F. Edwards & Company
Missouri
$6K – – –
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