Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
97 hedge funds and large institutions have $808M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 11 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 23
8% more capital invested
Capital invested by funds: $749M → $808M (+$59.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
0.03% less ownership
Funds ownership: 82.26% → 82.23% (-0.03%)
1% less funds holding
Funds holding: 98 → 97 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$10.1M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.52M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.26M |
| 4 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$1.6M |
| 5 |
NCFG
New Century Financial Group
Princeton,
New Jersey
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$31.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.9M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.41M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| 5 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
-$929K |
DWAS Hedge Fund Activity: Q3 2024 in Review
97 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q3 2024, worth a combined $808M — up 8% from $749M a quarter earlier.
Fund positioning in DWAS was balanced in Q3 2024: 11 funds opened new positions, 11 closed out, 47 added to existing stakes and 23 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $10.1M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $31.8M sold.
- 97 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q3 2024, down from 98 in Q2 2024.
- Funds reported $808M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q3 2024, up 8% quarter-over-quarter.
- 11 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q3 2024 and 11 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $10.1M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q3 2024 was Money Concepts Capital, an estimated $31.8M sold.
Based on aggregated 13F filings for Q3 2024.