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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

81 hedge funds and large institutions have $448M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
22
Reduced
27
Closed
15
Calls
$527K
Puts
–
Net Calls
+$527K
Net Calls Change
+$63K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$266M
2
LPL Financial
LPL Financial
California
$22.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.33M
4
PAG
Private Advisor Group
New Jersey
$2.76M
5
MCC
Money Concepts Capital
Florida
$1.91M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.8M
2
DSCM
Del-Sette Capital Management
New York
$0
3
EWA
EP Wealth Advisors
California
$762K
4
Wells Fargo
Wells Fargo
California
$18.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$5.59K – – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$3.94K – – –
IRC
78
Investors Research Corp
Georgia
$3.46K – – –
CPG
79
Cornerstone Planning Group
New Jersey
$3.23K +$3.23K +41 New
HT
80
Headlands Technologies
Illinois
$551 +$551 +7 New
TC
81
Truvestments Capital
Florida
$315 – – –
DSCM
82
Del-Sette Capital Management
New York
– -$5.47M -74,230 Closed
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
– -$487K -6,605 Closed
MHS
84
M Holdings Securities
Oregon
– -$381K -5,176 Closed
WI
85
Wintrust Investments
Illinois
– -$307K -4,161 Closed
PWA
86
PCG Wealth Advisors
Kansas
– -$305K -4,142 Closed
Creative Planning
87
Creative Planning
Kansas
– -$302K -4,104 Closed
HWAM
88
Hennion & Walsh Asset Management
New Jersey
– -$267K -3,629 Closed
Two Sigma Advisers
89
Two Sigma Advisers
New York
– -$215K -2,920 Closed
NFG
90
Nations Financial Group
Iowa
– -$211K -2,858 Closed
SI
91
Stephens Inc
Arkansas
– -$206K -2,800 Closed
ASN
92
Advisory Services Network
Georgia
– -$161K -2,184 Closed
CFGS
93
Concourse Financial Group Securities
Alabama
– -$46.9K -636 Closed
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
– -$44K -597 Closed
FHA
95
First Horizon Advisors
Tennessee
– -$24.1K -327 Closed
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
– -$2.28K -31 Closed
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