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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

84 hedge funds and large institutions have $159M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
21
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.06M
2
TC
2
Titleist Capital
Texas
$1.37M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.77M
4
UBS Group
4
UBS Group
Switzerland
$6.47M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.62M

Top Sellers

1
WA
1
Win Advisors
Florida
$75K
2
Wells Fargo
2
Wells Fargo
California
$34.2M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$247K
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$229K – – –
KAS
52
Kestra Advisory Services
Texas
$226K -$220K -3,240 -49%
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$219K +$52.6K +775 +32%
DAS
54
Dynamic Advisor Solutions
Arizona
$209K -$204 -3 -0.1%
GWM
55
Geneos Wealth Management
Colorado
$164K -$548K -8,071 -77%
MIM
56
MTM Investment Management
South Carolina
$158K +$77K +1,135 +95%
EBA
57
Eagle Bay Advisors
New York
$138K +$138K +2,039 New
SWM
58
Spire Wealth Management
Virginia
$128K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$100K -$37.3K -551 -27%
MCC
60
Money Concepts Capital
Florida
$89K -$84.1K -1,240 -49%
FFA
61
Founders Financial Alliance
North Carolina
$80K +$68 +1 +0.1%
WA
62
Win Advisors
Florida
$75K -$15.2M -222,260 -100%
FA
63
Fortis Advisors
Pennsylvania
$74K -$39.8K -5,928 -35%
TSW
64
Thompson Siegel & Walmsley
Virginia
$72K – – –
CFGS
65
Concourse Financial Group Securities
Alabama
$61K +$61K +899 New
TCWM
66
Total Clarity Wealth Management
Illinois
$48K +$48K +701 New
SBL
67
Sargent Bickham Lagudis
Colorado
$47K – – –
Creative Planning
68
Creative Planning
Kansas
$38K +$38K +562 New
PTC
69
Private Trust Company
Ohio
$33K +$33K +486 New
NFSG
70
Newbridge Financial Services Group
Florida
$29K – – –
APA
71
American Portfolios Advisors
New York
$28.9K – – –
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$27K -$127K -1,883 -83%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$26K -$134 -2 -0.5%
Citigroup
74
Citigroup
New York
$25K -$9.97K -146 -29%
FHA
75
First Horizon Advisors
Tennessee
$22K – – –
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3
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