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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

84 hedge funds and large institutions have $339M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
33
Reduced
25
Closed
14
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$464K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$163M
2
LPL Financial
2
LPL Financial
California
$13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.42M
4
PAG
4
Private Advisor Group
New Jersey
$501K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.1M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
Wells Fargo
2
Wells Fargo
California
$20.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$487K
4
CWA
4
Capital Wealth Alliance
Arizona
$0
5
UBS Group
5
UBS Group
Switzerland
$7.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$22K – – –
KFI
77
Key Financial Inc
Pennsylvania
$11.2K – – –
HGERS
78
Householder Group Estate & Retirement Specialist
Arizona
$8K +$8K +115 New
AWM
79
Avior Wealth Management
Nebraska
$5.23K +$5.23K +71 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$3.68K – – –
IRC
81
Investors Research Corp
Georgia
$3.24K – – –
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$2.28K -$4.94K -67 -68%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$1.46K -$658 -8,939 -31%
TC
84
Truvestments Capital
Florida
$295 – – –
AWM
85
Affinity Wealth Management
Delaware
– -$23.4M -321,018 Closed
CWA
86
Capital Wealth Alliance
Arizona
– -$659K -9,055 Closed
DWP
87
Daymark Wealth Partners
Ohio
– -$406K -5,580 Closed
MCC
88
Money Concepts Capital
Florida
– -$270K -3,704 Closed
PMG
89
ProVise Management Group
Florida
– -$259K -3,563 Closed
UCFA
90
United Capital Financial Advisors
Texas
– -$233K -3,200 Closed
Brown Advisory
91
Brown Advisory
Maryland
– -$227K -3,114 Closed
IA
92
IFP Advisors
Florida
– -$142K -2,621 Closed
BAM
93
Belpointe Asset Management
Nevada
– -$43.7K -600 Closed
LTI
94
Laffer Tengler Investments
Tennessee
– -$34.9K -479 Closed
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
– -$29K -400 Closed
WA
96
Win Advisors
Florida
– -$2.77K -38 Closed
FA
97
Fiduciary Alliance
South Carolina
– -$2.69K -37 Closed
CA
98
Clearstead Advisors
Ohio
– -$1.67K -23 Closed
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