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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

81 hedge funds and large institutions have $538M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
31
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$367M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.93M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.46M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$1.35M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$22.4M
2
Truist Financial
Truist Financial
North Carolina
$0
3
UBS Group
UBS Group
Switzerland
$4.94M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$270K -$376 -5 -0.1%
LTL
52
Lowery Thomas LLC
California
$269K -$32.1K -427 -11%
PWP
53
Principle Wealth Partners
Connecticut
$264K -$139K -1,847 -34%
NAM
54
NorthCrest Asset Manangement
Minnesota
$259K -$32.7K -436 -11%
SC
55
Scotia Capital
Ontario, Canada
$251K – – –
FTUS
56
Flow Traders U.S.
New York
$222K +$222K +2,950 New
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$209K +$14.7K +200 +8%
SWP
58
Stratos Wealth Partners
Ohio
$202K – – –
MIM
59
MTM Investment Management
South Carolina
$175K – – –
RIA
60
Realta Investment Advisors
Delaware
$170K +$11.8K +150 +7%
EBA
61
Eagle Bay Advisors
New York
$153K – – –
SWM
62
Spire Wealth Management
Virginia
$124K +$7.51K +100 +6%
TSW
63
Thompson Siegel & Walmsley
Virginia
$80K – – –
FFA
64
Founders Financial Alliance
North Carolina
$79.3K – – –
CPG
65
Cornerstone Planning Group
New Jersey
$77.2K +$74.1K +987 +2,407%
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$53.4K +$75 +1 +0.1%
PTC
67
Private Trust Company
Ohio
$51.8K – – –
NA
68
NewEdge Advisors
Louisiana
$33.8K -$2.48K -33 -7%
NFSG
69
Newbridge Financial Services Group
Florida
$32.3K – – –
NS
70
NBC Securities
Alabama
$30K +$30K +405 New
Citigroup
71
Citigroup
New York
$27.5K – – –
Barclays
72
Barclays
United Kingdom
$23K – – –
FCT
73
Family Capital Trust
Massachusetts
$16.1K +$16.1K +214 New
KFI
74
Key Financial Inc
Pennsylvania
$11.4K – – –
Comerica Bank
75
Comerica Bank
Texas
$11K +$11K +146 New
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