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Invesco Dorsey Wright SmallCap Momentum ETF

97 hedge funds and large institutions have $585M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $536M → $585M (+$48.9M)

3% more funds holding

Funds holding: 9497 (+3)

2.63% more ownership

Funds ownership: 79.4%82.03% (+2.6%)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $27.6M

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
28
Reduced
34
Closed
10
Calls
Puts
$27.6M
Net Calls
-$27.6M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$42.6K +$40.4K +462 New
NFSG
77
Newbridge Financial Services Group
Florida
$39.6K
HI
78
Harbour Investments
Wisconsin
$33.5K -$1.14K -13 -3%
AssetMark Inc
79
AssetMark Inc
California
$32.4K +$11.5K +131 +59%
FIM
80
FWL Investment Management
Texas
$30.6K
Barclays
81
Barclays
United Kingdom
$27.6K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$27.6K -$525 -6 -2%
RTL
83
Red Tortoise LLC
Georgia
$23.5K
RIA
84
Realta Investment Advisors
Delaware
$23K +$4.37K +50 +25%
LI
85
LRI Investments
Florida
$18.4K
Comerica Bank
86
Comerica Bank
Texas
$10.2K -$350 -4 -3%
KFI
87
Key Financial Inc
Pennsylvania
$9.99K
CFFP
88
Center for Financial Planning
Michigan
$9.4K +$8.92K +102 New
Russell Investments Group
89
Russell Investments Group
United Kingdom
$8.85K +$8.39K +96 New
Citigroup
90
Citigroup
New York
$6.45K +$350 +4 +6%
US Bancorp
91
US Bancorp
Minnesota
$4.98K +$4.72K +54 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$4.61K
MCM
93
MAI Capital Management
Ohio
$4.06K +$3.85K +44 New
IRC
94
Investors Research Corp
Georgia
$4.05K
GRP
95
Global Retirement Partners
California
$3.41K
PS
96
Principal Securities
Iowa
$2.12K
BFS
97
Bare Financial Services
Pennsylvania
$1.75K +$1.66K +19 New
AI
98
Atria Investments
North Carolina
-$1.81M -21,321 Closed
OC
99
Oppenheimer & Co
New York
-$1.42M -16,784 Closed
Two Sigma Investments
100
Two Sigma Investments
New York
-$806K -9,500 Closed

DWAS Hedge Fund Activity: Q3 2025 in Review

97 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q3 2025, worth a combined $585M — up 9.1% from $536M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DWAS positions and 10 closed out — a net gain of 4 holders — while 28 added to existing stakes and 34 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $20.6M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.39M.

  • 97 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q3 2025, up from 94 in Q2 2025.
  • Funds reported $585M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q3 2025, up 9.1% quarter-over-quarter.
  • 14 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q3 2025 and 10 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $20.6M added.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q3 2025.