DWAS icon

Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

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 4 closing their positions.

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
1.41%
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
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$588M
2
Wells Fargo
2
Wells Fargo
California
$23.3M
3
VT
3
Vise Technologies
New York
$3.08M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.96M
5
LPL Financial
5
LPL Financial
California
$18.2M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$267K
2
PA
2
Pineridge Advisors
Missouri
$13.5K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.13M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.8M
5
Bank of America
5
Bank of America
North Carolina
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
MorganRosel Wealth Management
Colorado
$405K +$34K +372 +9%
SPIA
52
Steward Partners Investment Advisory
New York
$400K – – –
NA
53
NewEdge Advisors
Louisiana
$398K +$356K +3,896 +836%
SG
54
Strid Group
Pennsylvania
$365K +$274 +3 +0.1%
CPG
55
Cornerstone Planning Group
New Jersey
$339K +$12.2K +134 +4%
Creative Planning
56
Creative Planning
Kansas
$338K – – –
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$335K +$22.6K +248 +7%
Ameriprise
58
Ameriprise
Minnesota
$325K – – –
SC
59
Scotia Capital
Ontario, Canada
$325K – – –
KAS
60
Kestra Advisory Services
Texas
$275K -$296K -3,247 -52%
LWM
61
LJI Wealth Management
Indiana
$267K -$3.63M -39,721 -93%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$259K -$164K -1,793 -39%
TRCT
63
Tower Research Capital (TRC)
New York
$255K +$255K +2,798 New
Jane Street
64
Jane Street
New York
$250K +$22.5K +247 +10%
CAG
65
Centerpoint Advisory Group
Kansas
$244K +$244K +2,670 New
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$233K – – –
RWA
67
Redhawk Wealth Advisors
Minnesota
$232K -$1.92K -21 -0.8%
NFG
68
Nations Financial Group
Iowa
$231K -$4.47K -49 -2%
BIP
69
Blueprint Investment Partners
North Carolina
$225K +$225K +2,463 New
SW
70
Simplicity Wealth
New Jersey
$225K +$225K +2,463 New
FCT
71
Family Capital Trust
Massachusetts
$223K +$33.6K +368 +18%
GVAG
72
Great Valley Advisor Group
Delaware
$218K +$218K +2,384 New
GS
73
GTS Securities
New York
$217K +$217K +2,372 New
MIM
74
MTM Investment Management
South Carolina
$213K – – –
IA
75
IFP Advisors
Florida
$198K +$101K +1,103 +104%
1 2
3
4 5