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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

94 hedge funds and large institutions have $292M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
31
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$42.2M
2
LPL Financial
LPL Financial
California
$18.8M
3
PAG
Private Advisory Group
Washington
$1.87M
4
HI
Harbour Investments
Wisconsin
$1.16M
5
GWM
Geneos Wealth Management
Colorado
$1.04M

Top Sellers

1
SAM
Synergy Asset Management
Washington
$240K
2
NFG
Nations Financial Group
Iowa
$0
3
CIBC World Market
CIBC World Market
Ontario, Canada
$0
4
PAG
Private Advisor Group
New Jersey
$475K
5
RJA
Raymond James & Associates
Florida
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$333K +$13.6K +151 +4%
UCFA
52
United Capital Financial Advisors
Texas
$333K +$333K +3,700 New
Geode Capital Management
53
Geode Capital Management
Massachusetts
$324K -$316K – –
WFO
54
Wealthgate Family Office
Colorado
$324K – – –
HWAM
55
Hennion & Walsh Asset Management
New Jersey
$323K +$323K +3,584 New
SWP
56
Stratos Wealth Partners
Ohio
$304K +$33.5K +372 +12%
FFN
57
Focus Financial Network
Minnesota
$255K -$1.71K -19 -0.7%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$247K +$247K +2,750 New
SAM
59
Synergy Asset Management
Washington
$240K -$6.25M -69,518 -96%
FTS
60
Fifth Third Securities
Ohio
$240K +$240K +2,663 New
Brown Advisory
61
Brown Advisory
Maryland
$225K +$225K +2,504 New
SI
62
Stephens Inc
Arkansas
$222K -$4.13K -46 -2%
ASN
63
Advisory Services Network
Georgia
$217K +$359 +4 +0.2%
DAS
64
Dynamic Advisor Solutions
Arizona
$213K +$213K +2,371 New
OC
65
Oppenheimer & Co
New York
$206K – – –
EBA
66
Eagle Bay Advisors
New York
$184K -$122K -1,350 -40%
Bessemer Group
67
Bessemer Group
New Jersey
$181K +$181K +2,011 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$173K +$173K +1,921 New
SWM
69
Spire Wealth Management
Virginia
$170K -$4.51K -50 -3%
TCWM
70
Total Clarity Wealth Management
Illinois
$141K – – –
MIM
71
MTM Investment Management
South Carolina
$107K – – –
FFA
72
Founders Financial Alliance
North Carolina
$106K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$106K +$61.8K +687 +140%
TSW
74
Thompson Siegel & Walmsley
Virginia
$96K – – –
MCC
75
Money Concepts Capital
Florida
$76K +$76K +842 New
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3
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