DWAS icon

Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

90 hedge funds and large institutions have $740M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
16
Increased
34
Reduced
22
Closed
12
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
+$500K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$506M
2
MCC
Money Concepts Capital
Florida
$20.6M
3
Wells Fargo
Wells Fargo
California
$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.49M
5
PFS
Prospera Financial Services
Texas
$4.76M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$32.3M
2
PAG
Private Advisory Group
Washington
$0
3
IWM
IHT Wealth Management
Illinois
$1.5M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$2.47M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
51
NorthCrest Asset Manangement
Minnesota
$398K +$118K +1,301 +42%
MWM
52
MorganRosel Wealth Management
Colorado
$375K -$37.5K -412 -9%
SAM
53
Synergy Asset Management
Washington
$370K +$370K +4,070 New
RAM
54
Riggs Asset Management
Pennsylvania
$327K +$327K +3,600 New
SC
55
Scotia Capital
Ontario, Canada
$323K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$321K +$14.5K +160 +5%
CPG
57
Cornerstone Planning Group
New Jersey
$292K +$51.1K +587 +21%
PCIA
58
Prime Capital Investment Advisors
Kansas
$259K -$1.18K -13 -0.5%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$246K – – –
SWP
60
Stratos Wealth Partners
Ohio
$237K -$4.73K -52 -2%
RWA
61
Redhawk Wealth Advisors
Minnesota
$216K +$216K +2,377 New
MIM
62
MTM Investment Management
South Carolina
$212K – – –
GLA
63
Good Life Advisors
Pennsylvania
$203K +$203K +2,228 New
FCT
64
Family Capital Trust
Massachusetts
$187K +$168K +1,845 +862%
SWM
65
Spire Wealth Management
Virginia
$186K +$36.4K +400 +24%
EBA
66
Eagle Bay Advisors
New York
$185K – – –
RIA
67
Realta Investment Advisors
Delaware
$171K +$171K +1,880 New
FFA
68
Founders Financial Alliance
North Carolina
$96K – – –
CA
69
CoreCap Advisors
Michigan
$80.5K +$80.5K +886 New
NA
70
NewEdge Advisors
Louisiana
$40.9K – – –
NFSG
71
Newbridge Financial Services Group
Florida
$39.1K – – –
NS
72
NBC Securities
Alabama
$36K – – –
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$35.8K – – –
BTI
74
Blue Trust Inc
Georgia
$33.5K +$33.5K +368 New
Citigroup
75
Citigroup
New York
$33.3K – – –
1 2
3
4 5