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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

96 hedge funds and large institutions have $808M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
47
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$568M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.46M
3
Bank of America
3
Bank of America
North Carolina
$19.3M
4
SAM
4
Synergy Asset Management
Washington
$1.66M
5
NCFG
5
New Century Financial Group
New Jersey
$1.58M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$20.9M
3
HI
3
Harbour Investments
Wisconsin
$186K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$996K
Name Market Value Shares Shares
Change 		Shares
Change %
FTDI
51
First Trust Direct Indexing
Massachusetts
$458K 4,935 – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$430K 4,632 +913 +25%
SPIA
53
Steward Partners Investment Advisory
New York
$407K 4,379 – –
SWP
54
Stratos Wealth Partners
Ohio
$386K 4,151 +920 +28%
MWM
55
MorganRosel Wealth Management
Colorado
$378K 4,066 +131 +3%
SG
56
Strid Group
Pennsylvania
$372K 4,000 +22 +0.6%
FFN
57
Focus Financial Network
Minnesota
$370K 3,981 -122 -3%
Creative Planning
58
Creative Planning
Kansas
$344K 3,704 +400 +12%
CPG
59
Cornerstone Planning Group
New Jersey
$335K 3,594 +112 +3%
SC
60
Scotia Capital
Ontario, Canada
$330K 3,557 – –
Ameriprise
61
Ameriprise
Minnesota
$327K 3,520 +3,520 New
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$318K 3,422 +19 +0.6%
SA
63
SpiderRock Advisors
Delaware
$262K 2,824 +127 +5%
NFG
64
Nations Financial Group
Iowa
$239K 2,574 – –
RWA
65
Redhawk Wealth Advisors
Minnesota
$238K 2,562 +9 +0.4%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$237K 2,550 -250 -9%
Jane Street
67
Jane Street
New York
$232K 2,496 -720 -22%
MIM
68
MTM Investment Management
South Carolina
$215K 2,329 – –
FCT
69
Family Capital Trust
Massachusetts
$193K 2,073 -20 -1%
EBA
70
Eagle Bay Advisors
New York
$189K 2,039 – –
HI
71
Harbour Investments
Wisconsin
$186K 2,000 -15,840 -89%
SWM
72
Spire Wealth Management
Virginia
$176K 1,900 -150 -7%
IA
73
IFP Advisors
Florida
$98.6K 1,062 +340 +47%
FFA
74
Founders Financial Alliance
North Carolina
$98.6K 1,062 +6 +0.6%
CA
75
CoreCap Advisors
Michigan
$74.9K 807 -182 -18%
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