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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

79 hedge funds and large institutions have $215M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
79
Holders Change
-15
Holders Change %
-15.96%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
21
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Win Advisors
Florida
$18.9M
2
OMC
2
Old Mission Capital
Illinois
$1.62M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$914K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.62M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.94M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$28M
3
LPL Financial
3
LPL Financial
California
$11M
4
MWM
4
MorganRosel Wealth Management
Colorado
$0
5
Wells Fargo
5
Wells Fargo
California
$46M
Name Market Value Shares Shares
Change 		Shares
Change %
KFI
76
Key Financial Inc
Pennsylvania
$13K 152 – –
BFEC
77
Benjamin F. Edwards & Company
Missouri
$6K 70 – –
IRC
78
Investors Research Corp
Georgia
$4K 44 – –
MFA
79
McClarren Financial Advisors
Pennsylvania
$3K 43 -1 -2%
MA
80
Montag & Associates
Georgia
$1K 10 – –
MWM
81
MorganRosel Wealth Management
Colorado
– – -60,845 Closed
IWA
82
IBEX Wealth Advisors
New Jersey
– – -47,188 Closed
PAG
83
Private Advisory Group
Washington
– – -20,785 Closed
DSCM
84
Del-Sette Capital Management
New York
– – -5,351 Closed
BAM
85
Belpointe Asset Management
Nevada
– – -3,702 Closed
WFO
86
Wealthgate Family Office
Colorado
– – -3,600 Closed
FFN
87
Focus Financial Network
Minnesota
– – -2,836 Closed
SAM
88
Synergy Asset Management
Washington
– – -2,668 Closed
FTS
89
Fifth Third Securities
Ohio
– – -2,663 Closed
ASN
90
Advisory Services Network
Georgia
– – -2,415 Closed
OC
91
Oppenheimer & Co
New York
– – -2,292 Closed
EBA
92
Eagle Bay Advisors
New York
– – -2,039 Closed
Bessemer Group
93
Bessemer Group
New Jersey
– – -2,011 Closed
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
– – -1,921 Closed
TCWM
95
Total Clarity Wealth Management
Illinois
– – -1,566 Closed
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
– – -495 Closed
SWM
97
Selective Wealth Management
Virginia
– – -370 Closed
CIA
98
Cascade Investment Advisors
Oregon
– – -220 Closed
CA
99
CoreCap Advisors
Michigan
– – -183 Closed
Geode Capital Management
100
Geode Capital Management
Massachusetts
– – – –
1 2 3
4
5