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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

91 hedge funds and large institutions have $209M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
17
Increased
30
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$23.4M
2
DSCM
2
Del-Sette Capital Management
New York
$5.89M
3
Wells Fargo
3
Wells Fargo
California
$34.1M
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.6M
2
LSA
2
Lansing Street Advisors
Pennsylvania
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.2M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
51
Wintrust Investments
Illinois
$306K – – –
PWA
52
PCG Wealth Advisors
Kansas
$298K -$49.7K -683 -14%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$296K -$44.7K -615 -13%
MCC
54
Money Concepts Capital
Florida
$270K +$270K +3,704 New
HWAM
55
Hennion & Walsh Asset Management
New Jersey
$268K -$15.9K -218 -6%
SC
56
Scotia Capital
Ontario, Canada
$264K -$2.11K -29 -0.8%
PMG
57
ProVise Management Group
Florida
$259K +$46.8K +643 +22%
UCFA
58
United Capital Financial Advisors
Texas
$233K -$14.6K -200 -6%
Brown Advisory
59
Brown Advisory
Maryland
$227K -$29.1K -400 -11%
SI
60
Stephens Inc
Arkansas
$204K +$204K +2,800 New
NFG
61
Nations Financial Group
Iowa
$202K +$202K +2,781 New
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$193K -$9.09K -125 -5%
MIM
63
MTM Investment Management
South Carolina
$169K – – –
ASN
64
Advisory Services Network
Georgia
$154K +$154K +2,119 New
EBA
65
Eagle Bay Advisors
New York
$148K – – –
IA
66
IFP Advisors
Florida
$142K +$52.5K +969 +59%
SWM
67
Spire Wealth Management
Virginia
$106K – – –
FFA
68
Founders Financial Alliance
North Carolina
$85.7K – – –
FA
69
Fortis Advisors
Pennsylvania
$79.5K +$4.43K +659 +6%
TSW
70
Thompson Siegel & Walmsley
Virginia
$77K – – –
CA
71
CoreCap Advisors
Michigan
$69.9K +$69.9K +961 New
SBL
72
Sargent Bickham Lagudis
Colorado
$51.1K +$73 +1 +0.1%
CFGS
73
Concourse Financial Group Securities
Alabama
$46.3K – – –
BAM
74
Belpointe Asset Management
Nevada
$43.7K +$43.7K +600 New
PTC
75
Private Trust Company
Ohio
$35K – – –
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3
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