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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

81 hedge funds and large institutions have $448M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
22
Reduced
27
Closed
15
Calls
$527K
Puts
–
Net Calls
+$527K
Net Calls Change
+$63K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$266M
2
LPL Financial
LPL Financial
California
$22.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.33M
4
PAG
Private Advisor Group
New Jersey
$2.76M
5
MCC
Money Concepts Capital
Florida
$1.91M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.8M
2
DSCM
Del-Sette Capital Management
New York
$0
3
EWA
EP Wealth Advisors
California
$762K
4
Wells Fargo
Wells Fargo
California
$18.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
51
NorthCrest Asset Manangement
Minnesota
$305K +$305K +3,880 New
KAS
52
Kestra Advisory Services
Texas
$298K -$433K -5,498 -59%
SPC
53
Sigma Planning Corp
Michigan
$288K +$288K +3,657 New
Prudential Financial
54
Prudential Financial
New Jersey
$286K -$7.95K -101 -3%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$283K -$24K -305 -8%
SC
56
Scotia Capital
Ontario, Canada
$263K -$23K -292 -8%
MOS
57
MGO One Seven
Ohio
$215K +$215K +2,730 New
SWP
58
Stratos Wealth Partners
Ohio
$212K +$212K +2,689 New
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$208K – – –
NRG
60
Nemes Rush Group
Michigan
$184K +$184K +2,341 New
MIM
61
MTM Investment Management
South Carolina
$183K – – –
EBA
62
Eagle Bay Advisors
New York
$161K – – –
RIA
63
Realta Investment Advisors
Delaware
$158K +$158K +2,005 New
SWM
64
Spire Wealth Management
Virginia
$122K – – –
FA
65
Fortis Advisors
Pennsylvania
$86.2K +$5.31K +786 +7%
TSW
66
Thompson Siegel & Walmsley
Virginia
$84K – – –
FFA
67
Founders Financial Alliance
North Carolina
$83.1K – – –
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$55.8K +$20.4K +259 +58%
PTC
69
Private Trust Company
Ohio
$54.2K -$2.13K -27 -4%
NA
70
NewEdge Advisors
Louisiana
$38K – – –
NFSG
71
Newbridge Financial Services Group
Florida
$33.9K – – –
FA
72
Fiduciary Alliance
South Carolina
$33.6K +$33.6K +427 New
Citigroup
73
Citigroup
New York
$28.8K – – –
Barclays
74
Barclays
United Kingdom
$24K – – –
KFI
75
Key Financial Inc
Pennsylvania
$12K – – –
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3
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