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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

90 hedge funds and large institutions have $740M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
16
Increased
34
Reduced
22
Closed
12
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
+$500K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$506M
2
MCC
Money Concepts Capital
Florida
$20.6M
3
Wells Fargo
Wells Fargo
California
$25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.49M
5
PFS
Prospera Financial Services
Texas
$4.76M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$32.3M
2
PAG
Private Advisory Group
Washington
$0
3
IWM
IHT Wealth Management
Illinois
$1.5M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$2.47M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$27K – – –
RFA
77
Register Financial Advisors
Georgia
$25.7K +$4.55K +50 +21%
CAL
78
Capital Advisors Ltd
Ohio
$23K +$23K +250 New
PTC
79
Private Trust Company
Ohio
$21.8K -$9.27K -102 -30%
LI
80
LRI Investments
Florida
$18.2K +$18.2K +200 New
KFI
81
Key Financial Inc
Pennsylvania
$13.8K – – –
Comerica Bank
82
Comerica Bank
Texas
$13.1K -$273 -3 -2%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$12.3K – – –
FFA
84
Farther Finance Advisors
California
$12K +$12K +134 New
HGERS
85
Householder Group Estate & Retirement Specialist
Arizona
$6.82K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$4.55K – – –
IA
87
IFP Advisors
Florida
$4.09K +$4.09K +45 New
IRC
88
Investors Research Corp
Georgia
$4K – – –
AWM
89
Avior Wealth Management
Nebraska
$3.18K +$3.18K +35 New
TC
90
Truvestments Capital
Florida
$364 – – –
PAG
91
Private Advisory Group
Washington
– -$2.09M -24,953 Closed
Two Sigma Investments
92
Two Sigma Investments
New York
– -$536K -6,400 Closed
Two Sigma Advisers
93
Two Sigma Advisers
New York
– -$427K -5,100 Closed
Goldman Sachs
94
Goldman Sachs
New York
– -$302K -3,608 Closed
CFO
95
Callan Family Office
Pennsylvania
– -$238K -2,846 Closed
SI
96
Stephens Inc
Arkansas
– -$204K -2,435 Closed
Prudential Financial
97
Prudential Financial
New Jersey
– -$203K -2,428 Closed
ASN
98
Advisory Services Network
Georgia
– -$174K -2,079 Closed
TSW
99
Thompson Siegel & Walmsley
Virginia
– -$89K -1,065 Closed
TRCT
100
Tower Research Capital (TRC)
New York
– -$75.9K -906 Closed
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