We are live on ! Find out more
DWAS icon

Invesco Dorsey Wright SmallCap Momentum ETF

94 hedge funds and large institutions have $536M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.31% more ownership

Funds ownership: 78.09%79.4% (+1.3%)

1% more funds holding

Funds holding: 9394 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

5% more capital invested

Capital invested by funds: $511M → $536M (+$24.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25.5M

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
23
Reduced
44
Closed
11
Calls
Puts
$25.5M
Net Calls
-$25.5M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$37K +$34.2K +432 New
NFSG
77
Newbridge Financial Services Group
Florida
$36.5K
HI
78
Harbour Investments
Wisconsin
$32K -$87.8K -1,109 -75%
FIM
79
FWL Investment Management
Texas
$28.2K
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$26K +$24.2K +306 New
Barclays
81
Barclays
United Kingdom
$25.5K
RTL
82
Red Tortoise LLC
Georgia
$21.6K +$20.2K +255 New
AssetMark Inc
83
AssetMark Inc
California
$18.8K +$1.35K +17 +8%
RIA
84
Realta Investment Advisors
Delaware
$17K -$131K -1,655 -89%
LI
85
LRI Investments
Florida
$17K
CCMI
86
Creative Capital Management Investments
California
$12.5K +$11.6K +147 New
Comerica Bank
87
Comerica Bank
Texas
$9.76K -$1.27K -16 -12%
KFI
88
Key Financial Inc
Pennsylvania
$9.16K
Citigroup
89
Citigroup
New York
$5.6K
PA
90
Pineridge Advisors
Missouri
$5.47K -$6.65K -84 -57%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$4.24K -$10.4K -131 -72%
IRC
92
Investors Research Corp
Georgia
$3.73K
GRP
93
Global Retirement Partners
California
$3.14K +$2.93K +37 New
PS
94
Principal Securities
Iowa
$1.95K +$1.82K +23 New
FTS
95
Fifth Third Securities
Ohio
-$753K -9,662 Closed
TRCT
96
Tower Research Capital (TRC)
New York
-$478K -6,134 Closed
Jane Street
97
Jane Street
New York
-$422K -5,417 Closed
DAS
98
Dynamic Advisor Solutions
Arizona
-$356K -4,569 Closed
LWM
99
LJI Wealth Management
Indiana
-$214K -2,746 Closed
CAG
100
Centerpoint Advisory Group
Kansas
-$204K -2,610 Closed

DWAS Hedge Fund Activity: Q2 2025 in Review

94 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q2 2025, worth a combined $536M — up 4.9% from $511M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DWAS positions and 11 closed out — a net gain of 1 holder — while 23 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.42M. The largest seller was Raymond James Financial, cutting an estimated $9.94M.

  • 94 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q2 2025, up from 93 in Q1 2025.
  • Funds reported $536M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q2 2025 was Goldman Sachs, an estimated $3.42M added.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q2 2025 was Raymond James Financial, an estimated $9.94M sold.

Based on aggregated 13F filings for Q2 2025.