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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

97 hedge funds and large institutions have $747M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
36
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$511M
2
MCC
2
Money Concepts Capital
Florida
$31.8M
3
AI
3
Atria Investments
North Carolina
$2.99M
4
PA
4
Pineridge Advisors
Missouri
$2.69M
5
UBS Group
5
UBS Group
Switzerland
$8.74M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21M
2
PFS
2
Prospera Financial Services
Texas
$2.33M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$501K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SG
51
Strid Group
Pennsylvania
$338K 3,978 -7,613 -66%
MWM
52
MorganRosel Wealth Management
Colorado
$335K 3,935 -191 -5%
TRCT
53
Tower Research Capital (TRC)
New York
$327K 3,848 +3,848 New
KFP
54
KMG Fiduciary Partners
Ohio
$321K 3,769 +3,769 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$316K 3,719 +187 +5%
SC
56
Scotia Capital
Ontario, Canada
$302K 3,557 – –
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$289K 3,403 +3,403 New
CPG
58
Cornerstone Planning Group
New Jersey
$288K 3,482 +130 +4%
Creative Planning
59
Creative Planning
Kansas
$281K 3,304 -7,134 -68%
SWP
60
Stratos Wealth Partners
Ohio
$275K 3,231 +621 +24%
Jane Street
61
Jane Street
New York
$273K 3,216 +3,216 New
FTUS
62
Flow Traders U.S.
New York
$243K 2,858 +2,858 New
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$236K 2,800 – –
SA
64
SpiderRock Advisors
Delaware
$229K 2,697 +2,697 New
NFG
65
Nations Financial Group
Iowa
$219K 2,574 +2,574 New
RWA
66
Redhawk Wealth Advisors
Minnesota
$217K 2,553 +176 +7%
HCC
67
Hirtle Callaghan & Co
Pennsylvania
$208K 2,448 +2,448 New
MIM
68
MTM Investment Management
South Carolina
$198K 2,329 – –
FCT
69
Family Capital Trust
Massachusetts
$178K 2,093 +34 +2%
SWM
70
Spire Wealth Management
Virginia
$174K 2,050 – –
EBA
71
Eagle Bay Advisors
New York
$173K 2,039 – –
RIA
72
Realta Investment Advisors
Delaware
$160K 1,880 – –
FFA
73
Founders Financial Alliance
North Carolina
$89.8K 1,056 – –
CA
74
CoreCap Advisors
Michigan
$84.1K 989 +103 +12%
IA
75
IFP Advisors
Florida
$61.4K 722 +677 +1,504%
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