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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

84 hedge funds and large institutions have $339M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
33
Reduced
25
Closed
14
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$464K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$163M
2
LPL Financial
2
LPL Financial
California
$13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.42M
4
PAG
4
Private Advisor Group
New Jersey
$501K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.1M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
Wells Fargo
2
Wells Fargo
California
$20.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$487K
4
CWA
4
Capital Wealth Alliance
Arizona
$0
5
UBS Group
5
UBS Group
Switzerland
$7.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$302K +$302K +4,104 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$288K -$12K -163 -4%
Prudential Financial
53
Prudential Financial
New Jersey
$275K -$282K -3,827 -51%
LTL
54
Lowery Thomas LLC
California
$273K +$273K +3,703 New
SC
55
Scotia Capital
Ontario, Canada
$268K – – –
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$267K -$4.19K -57 -2%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$215K +$215K +2,920 New
NFG
58
Nations Financial Group
Iowa
$211K +$5.67K +77 +3%
SI
59
Stephens Inc
Arkansas
$206K – – –
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$195K – – –
MIM
61
MTM Investment Management
South Carolina
$172K – – –
ASN
62
Advisory Services Network
Georgia
$161K +$4.79K +65 +3%
EBA
63
Eagle Bay Advisors
New York
$150K – – –
SWM
64
Spire Wealth Management
Virginia
$114K +$7.37K +100 +7%
FA
65
Fortis Advisors
Pennsylvania
$80.5K +$982 +146 +1%
TSW
66
Thompson Siegel & Walmsley
Virginia
$78K – – –
FFA
67
Founders Financial Alliance
North Carolina
$76.5K -$8.76K -121 -10%
PTC
68
Private Trust Company
Ohio
$52.7K +$16.9K +230 +47%
CFGS
69
Concourse Financial Group Securities
Alabama
$46.9K – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$44K +$44K +597 New
NA
71
NewEdge Advisors
Louisiana
$35.6K -$20K -272 -36%
CSPIA
72
Cary Street Partners Investment Advisory
Virginia
$33.1K +$9.57K +130 +41%
NFSG
73
Newbridge Financial Services Group
Florida
$31.7K – – –
Citigroup
74
Citigroup
New York
$27K – – –
FHA
75
First Horizon Advisors
Tennessee
$24.1K – – –
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3
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