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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

87 hedge funds and large institutions have $630M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$427M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.12M
4
IWM
4
IHT Wealth Management
Illinois
$2.76M
5
Bank of America
5
Bank of America
North Carolina
$14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.7M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.12M
4
Goldman Sachs
4
Goldman Sachs
New York
$302K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$805K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
76
BKM Wealth Management
Wisconsin
$22.6K +$22.6K +270 New
RFA
77
Register Financial Advisors
Georgia
$19.5K +$19.5K +233 New
FCT
78
Family Capital Trust
Massachusetts
$17.9K – – –
KFI
79
Key Financial Inc
Pennsylvania
$12.7K – – –
Comerica Bank
80
Comerica Bank
Texas
$12.3K +$84 +1 +0.7%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$11.3K – – –
HGERS
82
Householder Group Estate & Retirement Specialist
Arizona
$6K -$3.2K -40 -35%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$4.19K – – –
IRC
84
Investors Research Corp
Georgia
$3.69K – – –
PS
85
Principal Securities
Iowa
$503 +$503 +6 New
TC
86
Truvestments Capital
Florida
$335 – – –
HighTower Advisors
87
HighTower Advisors
Illinois
– -$330K -4,385 Closed
LTL
88
Lowery Thomas LLC
California
– -$269K -3,585 Closed
PWP
89
Principle Wealth Partners
Connecticut
– -$264K -3,521 Closed
FTUS
90
Flow Traders U.S.
New York
– -$222K -2,950 Closed
RIA
91
Realta Investment Advisors
Delaware
– -$170K -2,155 Closed
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
– -$53.4K -710 Closed
AWM
93
Avior Wealth Management
Nebraska
– -$5.33K -71 Closed
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