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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

92 hedge funds and large institutions have $507M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-14
Holders Change %
-13.21%
% 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
30
Reduced
35
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCT
Family Capital Trust
Massachusetts
+$4.1M
2
Goldman Sachs
Goldman Sachs
New York
+$3.75M
3
FFA
Farther Finance Advisors
California
+$1.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$984K
5
GWM
Geneos Wealth Management
Colorado
+$792K

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$175M
2
Bank of America
Bank of America
North Carolina
-$4.51M
3
Raymond James Financial
Raymond James Financial
Florida
-$4.31M
4
Wells Fargo
Wells Fargo
California
-$4.27M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
76
Newbridge Financial Services Group
Florida
$33.5K – – –
Jones Financial Companies
77
Jones Financial Companies
Missouri
$27.9K -$5.99K -77 -18%
FIM
78
FWL Investment Management
Texas
$25.9K -$5.62K -72 -18%
Barclays
79
Barclays
United Kingdom
$23K – – –
RFA
80
Register Financial Advisors
Georgia
$22.1K – – –
CAL
81
Capital Advisors Ltd
Ohio
$19K – – –
HNB
82
Huntington National Bank
Ohio
$16.1K -$18.8K – –
AssetMark Inc
83
AssetMark Inc
California
$15.9K +$15.9K +204 New
LI
84
LRI Investments
Florida
$15.6K – – –
LWMI
85
Legacy Wealth Management (Idaho)
Idaho
$14.8K +$14.8K +190 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$14.1K – – –
RJA
87
Ross\Johnson & Associates
Minnesota
$11.7K +$11.7K +150 New
PA
88
Pineridge Advisors
Missouri
$11.5K – – –
Comerica Bank
89
Comerica Bank
Texas
$10.2K – – –
KFI
90
Key Financial Inc
Pennsylvania
$8.42K – – –
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$7.02K -$23.3K -299 -77%
Citigroup
92
Citigroup
New York
$5.15K – – –
IRC
93
Investors Research Corp
Georgia
$3.43K – – –
IAA
94
Independent Advisor Alliance
North Carolina
– -$1.96M -21,450 Closed
SAM
95
Synergy Asset Management
Washington
– -$1.66M -17,872 Closed
NCFG
96
New Century Financial Group
New Jersey
– -$1.5M -15,961 Closed
KCM
97
Kendall Capital Management
Maryland
– -$965K -10,571 Closed
TFS
98
Thoroughbred Financial Services
Tennessee
– -$686K -7,525 Closed
KAS
99
Kestra Advisory Services
Texas
– -$275K -3,011 Closed
RWA
100
Redhawk Wealth Advisors
Minnesota
– -$232K -2,541 Closed
1 2 3
4
5