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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

106 hedge funds and large institutions have $831M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

9% more funds holding

Funds holding: 97 → 106 (+9)

3% more capital invested

Capital invested by funds: $808M → $831M (+$22.9M)

0.38% more ownership

Funds ownership: 82.23% → 82.6% (+0.38%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
106
Holders Change
+9
Holders Change %
+9.28%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
44
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.4M
2
Wells Fargo
Wells Fargo
California
+$2.87M
3
VT
Vise Technologies
New York
+$2.71M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.06M
5
LPL Financial
LPL Financial
California
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
LWM
LJI Wealth Management
Indiana
-$3.81M
2
PA
Pineridge Advisors
Missouri
-$3.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$992K
4
Stifel Financial
Stifel Financial
Missouri
-$699K
5
Bank of America
Bank of America
North Carolina
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
MorganRosel Wealth Management
Colorado
$405K +$35.7K +372 +9%
SPIA
52
Steward Partners Investment Advisory
New York
$400K – – –
NA
53
NewEdge Advisors
Louisiana
$398K +$374K +3,896 +836%
SG
54
Strid Group
Pennsylvania
$365K +$288 +3 +0.1%
CPG
55
Cornerstone Planning Group
New Jersey
$339K +$12.9K +134 +4%
Creative Planning
56
Creative Planning
Kansas
$338K – – –
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$335K +$23.8K +248 +7%
Ameriprise
58
Ameriprise
Minnesota
$325K – – –
SC
59
Scotia Capital
Ontario, Canada
$325K – – –
KAS
60
Kestra Advisory Services
Texas
$275K -$312K -3,247 -52%
LWM
61
LJI Wealth Management
Indiana
$267K -$3.81M -39,721 -93%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$259K -$172K -1,793 -39%
TRCT
63
Tower Research Capital (TRC)
New York
$255K +$269K +2,798 New
Jane Street
64
Jane Street
New York
$250K +$23.7K +247 +10%
CAG
65
Centerpoint Advisory Group
Kansas
$244K +$256K +2,670 New
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$233K – – –
RWA
67
Redhawk Wealth Advisors
Minnesota
$232K -$2.02K -21 -0.8%
NFG
68
Nations Financial Group
Iowa
$231K -$4.7K -49 -2%
BIP
69
Blueprint Investment Partners
North Carolina
$225K +$236K +2,463 New
SW
70
Simplicity Wealth
New Jersey
$225K +$236K +2,463 New
FCT
71
Family Capital Trust
Massachusetts
$223K +$35.3K +368 +18%
GVAG
72
Great Valley Advisor Group
Delaware
$218K +$229K +2,384 New
GS
73
GTS Securities
New York
$217K +$228K +2,372 New
MIM
74
MTM Investment Management
South Carolina
$213K – – –
IA
75
IFP Advisors
Florida
$198K +$106K +1,103 +104%
1 2
3
4 5

DWAS Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q4 2024, worth a combined $831M — up 2.8% from $808M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DWAS positions and 5 closed out — a net gain of 12 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $31.4M. The largest seller was LJI Wealth Management, cutting an estimated $3.81M.

  • 106 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q4 2024, up from 97 in Q3 2024.
  • Funds reported $831M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 17 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $31.4M added.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q4 2024 was LJI Wealth Management, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2024.