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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

87 hedge funds and large institutions have $630M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$427M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.12M
4
IWM
4
IHT Wealth Management
Illinois
$2.76M
5
Bank of America
5
Bank of America
North Carolina
$14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.7M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.12M
4
Goldman Sachs
4
Goldman Sachs
New York
$302K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$805K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$302K -$1.01M -12,041 -77%
SC
52
Scotia Capital
Ontario, Canada
$298K +$18K +215 +6%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$283K -$18.5K -221 -6%
NAM
54
NorthCrest Asset Manangement
Minnesota
$258K -$30.7K -366 -11%
PCIA
55
Prime Capital Investment Advisors
Kansas
$240K +$240K +2,863 New
CFO
56
Callan Family Office
Pennsylvania
$238K +$238K +2,846 New
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$232K -$4.15K -50 -2%
CPG
58
Cornerstone Planning Group
New Jersey
$232K +$146K +1,737 +169%
SWP
59
Stratos Wealth Partners
Ohio
$223K -$2.26K -27 -1%
SI
60
Stephens Inc
Arkansas
$204K +$204K +2,435 New
Prudential Financial
61
Prudential Financial
New Jersey
$203K -$119K -1,417 -37%
MIM
62
MTM Investment Management
South Carolina
$195K – – –
ASN
63
Advisory Services Network
Georgia
$174K +$174K +2,079 New
EBA
64
Eagle Bay Advisors
New York
$171K – – –
SWM
65
Spire Wealth Management
Virginia
$134K – – –
TSW
66
Thompson Siegel & Walmsley
Virginia
$89K – – –
FFA
67
Founders Financial Alliance
North Carolina
$88.5K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$75.9K -$493K -5,888 -87%
NA
69
NewEdge Advisors
Louisiana
$37.7K – – –
NFSG
70
Newbridge Financial Services Group
Florida
$36K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$33K +$33K +394 New
NS
72
NBC Securities
Alabama
$33K -$82 -1 -0.2%
Citigroup
73
Citigroup
New York
$30.7K – – –
PTC
74
Private Trust Company
Ohio
$28.7K -$29.1K -347 -50%
Barclays
75
Barclays
United Kingdom
$25K – – –
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3
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