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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

91 hedge funds and large institutions have $209M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
17
Increased
30
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$23.4M
2
DSCM
2
Del-Sette Capital Management
New York
$5.89M
3
Wells Fargo
3
Wells Fargo
California
$34.1M
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.6M
2
LSA
2
Lansing Street Advisors
Pennsylvania
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.2M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
76
Laffer Tengler Investments
Tennessee
$34.9K -$1.09K -15 -3%
NFSG
77
Newbridge Financial Services Group
Florida
$31.3K – – –
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$29K +$290 +4 +1%
Citigroup
79
Citigroup
New York
$26.6K – – –
FHA
80
First Horizon Advisors
Tennessee
$23.8K – – –
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$23.3K +$23.3K +320 New
Barclays
82
Barclays
United Kingdom
$22K – – –
NA
83
NewEdge Advisors
Louisiana
$19.8K +$19.8K +755 New
KFI
84
Key Financial Inc
Pennsylvania
$10.4K – – –
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$7.13K -$30.2K -415 -81%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$3.64K – – –
IRC
87
Investors Research Corp
Georgia
$3.2K – – –
WA
88
Win Advisors
Florida
$2.77K -$11.9K -163 -81%
FA
89
Fiduciary Alliance
South Carolina
$2.69K +$2.69K +37 New
CA
90
Clearstead Advisors
Ohio
$1.67K +$1.67K +23 New
TC
91
Truvestments Capital
Florida
$291 – – –
LSA
92
Lansing Street Advisors
Pennsylvania
– -$683K -9,965 Closed
FAIM
93
Financial Advocates Investment Management
Washington
– -$591K -8,855 Closed
PAG
94
Private Advisor Group
New Jersey
– -$378K -5,518 Closed
RIA
95
Realta Investment Advisors
Delaware
– -$54K -790 Closed
HGERS
96
Householder Group Estate & Retirement Specialist
Arizona
– -$8K -125 Closed
MA
97
Montag & Associates
Georgia
– -$1K -10 Closed
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