Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
92 hedge funds and large institutions have $210M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
33% more capital invested
Capital invested by funds: $158M → $210M (+$51.8M)
25% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 24
12% more funds holding
Funds holding: 82 → 92 (+10)
6.54% more ownership
Funds ownership: 46.04% → 52.59% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$23.8M |
| 2 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
+$6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.84M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.62M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.7M |
| 2 |
LSA
Lansing Street Advisors
Ambler,
Pennsylvania
|
-$683K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$591K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$559K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$378K |
DWAS Hedge Fund Activity: Q4 2022 in Review
92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q4 2022, worth a combined $210M — up 33% from $158M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DWAS positions and 6 closed out — a net gain of 12 holders — while 30 added to existing stakes and 24 trimmed.
The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $23.8M. The largest seller was Morgan Stanley, cutting an estimated $2.7M.
- 92 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q4 2022, up from 82 in Q3 2022.
- Funds reported $210M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q4 2022, up 33% quarter-over-quarter.
- 18 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q4 2022 and 6 closed out, a net change of +12 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q4 2022 was Affinity Wealth Management, an estimated $23.8M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q4 2022 was Morgan Stanley, an estimated $2.7M sold.
Based on aggregated 13F filings for Q4 2022.