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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

81 hedge funds and large institutions have $281M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
26
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Synergy Asset Management
Washington
$6.34M
2
RJA
Raymond James & Associates
Florida
$26.8M
3
NFG
Nations Financial Group
Iowa
$5.58M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$4.13M
5
Morgan Stanley
Morgan Stanley
New York
$32.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$36.4M
2
Wells Fargo
Wells Fargo
California
$51.4M
3
LPL Financial
LPL Financial
California
$12.7M
4
SC
Scotia Capital
Ontario, Canada
$417K
5
FA
Fortis Advisors
Pennsylvania
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$255K +$9.38K +107 +4%
FFN
52
Focus Financial Network
Minnesota
$251K -$1.41K -16 -0.6%
VAS
53
Vestmark Advisory Solutions
Massachusetts
$238K +$36.8K +420 +18%
SI
54
Stephens Inc
Arkansas
$221K – – –
ASN
55
Advisory Services Network
Georgia
$212K -$264 -3 -0.1%
OC
56
Oppenheimer & Co
New York
$201K -$288K -3,281 -59%
SWM
57
Spire Wealth Management
Virginia
$170K -$26.3K -300 -13%
TCWM
58
Total Clarity Wealth Management
Illinois
$138K +$138K +1,566 New
MIM
59
MTM Investment Management
South Carolina
$105K – – –
FFA
60
Founders Financial Alliance
North Carolina
$104K – – –
TSW
61
Thompson Siegel & Walmsley
Virginia
$94K – – –
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$86K -$53K -606 -38%
GWM
63
Geneos Wealth Management
Colorado
$85K – – –
HI
64
Harbour Investments
Wisconsin
$82K +$3.49K +40 +4%
SBL
65
Sargent Bickham Lagudis
Colorado
$61K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$57K +$2.55K +29 +5%
OIA
67
Optimum Investment Advisors
Illinois
$44K -$44K -500 -50%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$43K +$4.64K +53 +12%
NFSG
69
Newbridge Financial Services Group
Florida
$38K – – –
APA
70
American Portfolios Advisors
New York
$37.3K – – –
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$33K +$613 +7 +2%
SWM
72
Selective Wealth Management
Virginia
$33K +$33K +370 New
Barclays
73
Barclays
United Kingdom
$26K -$59.7K -689 -70%
William Blair & Company
74
William Blair & Company
Illinois
$26K – – –
BW
75
Bison Wealth
Georgia
$26K – – –
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