Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
106 hedge funds and large institutions have $831M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
120% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 20
9% more funds holding
Funds holding: 97 → 106 (+9)
3% more capital invested
Capital invested by funds: $808M → $831M (+$22.9M)
0.38% more ownership
Funds ownership: 82.23% → 82.6% (+0.38%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.87M |
| 3 |
VT
Vise Technologies
New York
|
+$2.71M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.06M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$3.81M |
| 2 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
-$3.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$992K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$699K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citigroup
New York
| $6.03K | -$29.2K | -304 | -82% |
|
|
IRC
102
Investors Research Corp
Atlanta,
Georgia
| $4.02K | – | – | – |
|
|
GIA
103
GHP Investment Advisors
Denver,
Colorado
| $3.47K | +$3.65K | +38 | New |
|
|
GRP
104
Global Retirement Partners
San Rafael,
California
| $3.38K | – | – | – |
|
|
AF
105
Advisornet Financial
Minnetonka,
Minnesota
| $3.38K | +$3.55K | +37 | New |
|
|
AWM
106
Avior Wealth Management
Omaha,
Nebraska
| $3.19K | – | – | – |
|
107
CIBC Private Wealth Group
Atlanta,
Georgia
| $2.96K | +$3.17K | +33 | New |
|
|
FTDI
108
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$458K | -4,935 | Closed |
|
|
MFG
109
MTM Financial Group
Bethlehem,
Pennsylvania
| – | -$287K | -3,090 | Closed |
|
110
AssetMark Inc
Concord,
California
| – | -$18.9K | -204 | Closed |
|
|
HGERS
111
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$6K | -75 | Closed |
|
|
EB
112
Eastern Bank
Boston,
Massachusetts
| – | -$1.02K | -11 | Closed |
|
DWAS Hedge Fund Activity: Q4 2024 in Review
106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q4 2024, worth a combined $831M — up 2.8% from $808M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DWAS positions and 5 closed out — a net gain of 12 holders — while 44 added to existing stakes and 20 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $31.4M. The largest seller was LJI Wealth Management, cutting an estimated $3.81M.
- 106 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q4 2024, up from 97 in Q3 2024.
- Funds reported $831M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q4 2024, up 2.8% quarter-over-quarter.
- 17 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $31.4M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q4 2024 was LJI Wealth Management, an estimated $3.81M sold.
Based on aggregated 13F filings for Q4 2024.