Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
98 hedge funds and large institutions have $749M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
76% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 21
8% more funds holding
Funds holding: 91 → 98 (+7)
2.24% more ownership
Funds ownership: 80.02% → 82.26% (+2.2%)
1% more capital invested
Capital invested by funds: $740M → $749M (+$8.08M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$37.8M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$12.7M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.04M |
| 4 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
+$2.73M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.41M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.16M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$663K |
DWAS Hedge Fund Activity: Q2 2024 in Review
98 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q2 2024, worth a combined $749M — up 1.1% from $740M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DWAS positions and 7 closed out — a net gain of 8 holders — while 37 added to existing stakes and 21 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $37.8M. The largest seller was Wells Fargo, cutting an estimated $2.41M.
- 98 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q2 2024, up from 91 in Q1 2024.
- Funds reported $749M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
- 15 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q2 2024 and 7 closed out, a net change of +8 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $37.8M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q2 2024 was Wells Fargo, an estimated $2.41M sold.
Based on aggregated 13F filings for Q2 2024.