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Invesco Dorsey Wright SmallCap Momentum ETF

94 hedge funds and large institutions have $536M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.31% more ownership

Funds ownership: 78.09%79.4% (+1.3%)

1% more funds holding

Funds holding: 9394 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

5% more capital invested

Capital invested by funds: $511M → $536M (+$24.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25.5M

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
23
Reduced
44
Closed
11
Calls
Puts
$25.5M
Net Calls
-$25.5M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$334K -$6.81K -86 -2%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$316K -$57K -720 -16%
Creative Planning
53
Creative Planning
Kansas
$314K
FTUS
54
Flow Traders U.S.
New York
$314K -$108K -1,364 -27%
SC
55
Scotia Capital
Ontario, Canada
$302K
Ameriprise
56
Ameriprise
Minnesota
$299K -$1.11K -14 -0.4%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$298K +$79 +1 +0%
IA
58
IFP Advisors
Florida
$292K +$60.7K +767 +29%
NA
59
NewEdge Advisors
Louisiana
$288K -$58.2K -735 -18%
OMC
60
Old Mission Capital
Illinois
$282K +$263K +3,321 New
GVAG
61
Great Valley Advisor Group
Delaware
$264K +$29.6K +374 +14%
BlackRock
62
BlackRock
New York
$257K -$26.8K -338 -10%
FFN
63
Focus Financial Network
Minnesota
$237K -$83.4K -1,054 -27%
SPIA
64
Steward Partners Investment Advisory
New York
$219K
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$217K
NFG
66
Nations Financial Group
Iowa
$211K -$26.1K -330 -12%
Mariner
67
Mariner
Kansas
$206K +$192K +2,427 New
BAM
68
Belpointe Asset Management
Nevada
$205K +$191K +2,411 New
MIM
69
MTM Investment Management
South Carolina
$198K
SWM
70
Spire Wealth Management
Virginia
$151K -$9.1K -115 -6%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$133K -$102K -1,287 -45%
CA
72
CoreCap Advisors
Michigan
$95.3K +$158 +2 +0.2%
JP Morgan Chase
73
JP Morgan Chase
New York
$80.3K +$67.8K +856 +951%
HWM
74
Hemington Wealth Management
Virginia
$77K
Jones Financial Companies
75
Jones Financial Companies
Missouri
$40.4K +$9.26K +117 +33%

DWAS Hedge Fund Activity: Q2 2025 in Review

94 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q2 2025, worth a combined $536M — up 4.9% from $511M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DWAS positions and 11 closed out — a net gain of 1 holder — while 23 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.42M. The largest seller was Raymond James Financial, cutting an estimated $9.94M.

  • 94 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q2 2025, up from 93 in Q1 2025.
  • Funds reported $536M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q2 2025 was Goldman Sachs, an estimated $3.42M added.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q2 2025 was Raymond James Financial, an estimated $9.94M sold.

Based on aggregated 13F filings for Q2 2025.