We are live on ! Find out more
DWAS icon

Invesco Dorsey Wright SmallCap Momentum ETF

93 hedge funds and large institutions have $511M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.51% less ownership

Funds ownership: 82.6%78.09% (-4.5%)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

12% less funds holding

Funds holding: 10693 (-13)

39% less capital invested

Capital invested by funds: $831M → $511M (-$320M)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

Holders
93
Holders Change
-13
Holders Change %
-12.26%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
31
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
76
Hemington Wealth Management
Virginia
$71K
NFSG
77
Newbridge Financial Services Group
Florida
$33.5K
Jones Financial Companies
78
Jones Financial Companies
Missouri
$27.9K -$6.71K -77 -18%
FIM
79
FWL Investment Management
Texas
$25.9K -$6.28K -72 -18%
Barclays
80
Barclays
United Kingdom
$23.4K
RFA
81
Register Financial Advisors
Georgia
$22.1K
CAL
82
Capital Advisors Ltd
Ohio
$19K
HNB
83
Huntington National Bank
Ohio
$16.1K
AssetMark Inc
84
AssetMark Inc
California
$15.9K +$17.8K +204 New
LI
85
LRI Investments
Florida
$15.6K
LWMI
86
Legacy Wealth Management (Idaho)
Idaho
$14.8K +$16.6K +190 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$14.1K
RJA
88
Ross\Johnson & Associates
Minnesota
$11.7K +$13.1K +150 New
PA
89
Pineridge Advisors
Missouri
$11.5K
Comerica Bank
90
Comerica Bank
Texas
$10.2K
KFI
91
Key Financial Inc
Pennsylvania
$8.42K
JP Morgan Chase
92
JP Morgan Chase
New York
$7.02K -$26.1K -299 -77%
Citigroup
93
Citigroup
New York
$5.15K
IRC
94
Investors Research Corp
Georgia
$3.43K
IAA
95
Independent Advisor Alliance
North Carolina
-$1.96M -21,450 Closed
SAM
96
Synergy Asset Management
Washington
-$1.66M -17,872 Closed
NCFG
97
New Century Financial Group
New Jersey
-$1.5M -15,961 Closed
KCM
98
Kendall Capital Management
Maryland
-$965K -10,571 Closed
TFS
99
Thoroughbred Financial Services
Tennessee
-$686K -7,525 Closed
KAS
100
Kestra Advisory Services
Texas
-$275K -3,011 Closed

DWAS Hedge Fund Activity: Q1 2025 in Review

93 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q1 2025, worth a combined $511M — down 39% from $831M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DWAS and 8 opened new positions — a net loss of 11 holders — while 35 trimmed existing stakes and 31 added.

The largest buyer was Family Capital Trust, adding an estimated $4.59M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $195M.

  • 93 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q1 2025, down from 106 in Q4 2024.
  • Funds reported $511M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q1 2025, down 39% quarter-over-quarter.
  • 8 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q1 2025 and 19 closed out, a net change of -11 holders.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q1 2025 was Family Capital Trust, an estimated $4.59M added.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $195M sold.

Based on aggregated 13F filings for Q1 2025.