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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

94 hedge funds and large institutions have $292M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
31
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$42.2M
2
LPL Financial
LPL Financial
California
$18.8M
3
PAG
Private Advisory Group
Washington
$1.87M
4
HI
Harbour Investments
Wisconsin
$1.16M
5
GWM
Geneos Wealth Management
Colorado
$1.04M

Top Sellers

1
SAM
Synergy Asset Management
Washington
$240K
2
NFG
Nations Financial Group
Iowa
$0
3
CIBC World Market
CIBC World Market
Ontario, Canada
$0
4
PAG
Private Advisor Group
New Jersey
$475K
5
RJA
Raymond James & Associates
Florida
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$66K +$7.56K +84 +13%
SBL
77
Sargent Bickham Lagudis
Colorado
$63K – – –
OIA
78
Optimum Investment Advisors
Illinois
$45K – – –
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$45K +$45K +495 New
NFSG
80
Newbridge Financial Services Group
Florida
$39K – – –
APA
81
American Portfolios Advisors
New York
$38.3K – – –
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$33K – – –
SWM
83
Selective Wealth Management
Virginia
$33K – – –
Barclays
84
Barclays
United Kingdom
$27K – – –
William Blair & Company
85
William Blair & Company
Illinois
$27K – – –
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$23K -$64.3K -724 -74%
CIA
87
Cascade Investment Advisors
Oregon
$19.8K – – –
S
88
SignatureFD
Georgia
$18K – – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$18K +$18K +200 New
CA
90
CoreCap Advisors
Michigan
$16K +$16K +183 New
KFI
91
Key Financial Inc
Pennsylvania
$14K +$14K +152 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$6K – – –
IRC
93
Investors Research Corp
Georgia
$4K – – –
MFA
94
McClarren Financial Advisors
Pennsylvania
$4K +$91 +1 +2%
MA
95
Montag & Associates
Georgia
$1K – – –
NFG
96
Nations Financial Group
Iowa
– -$5.58M -63,535 Closed
CIBC World Market
97
CIBC World Market
Ontario, Canada
– -$4.13M -47,029 Closed
FFS
98
Founders Financial Securities
Maryland
– -$740K -8,426 Closed
FTUS
99
Flow Traders U.S.
New York
– -$542K -6,165 Closed
Citadel Advisors
100
Citadel Advisors
Florida
– -$474K -5,406 Closed
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4
5