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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

27 hedge funds and large institutions have $77.1M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2013 Q2 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

63.97% more ownership

Funds ownership: 0% → 63.97% (+64%)

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.7M +$28.1M +879,922 New
Wells Fargo
2
Wells Fargo
California
$11.3M +$11.1M +347,123 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.46M +$6.32M +198,370 New
WA
4
WFG Advisors
Texas
$4.29M +$4.2M +131,583 New
LPL Financial
5
LPL Financial
California
$4.26M +$4.17M +130,684 New
Bank of America
6
Bank of America
North Carolina
$4.21M +$4.11M +129,047 New
U
7
UBS
Switzerland
$3.41M +$3.33M +104,564 New
SNC
8
Stifel Nicolaus & Co
Missouri
$2.49M +$2.43M +76,326 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.91M +$1.87M +58,661 New
AIG
10
American International Group
New York
$1.7M +$1.66M +52,031 New
BCI
11
Brinker Capital Investments
Pennsylvania
$1.43M +$1.4M +44,000 New
B
12
Baird
Wisconsin
$1.27M +$1.24M +38,923 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$888K +$869K +27,246 New
CIBC World Market
14
CIBC World Market
Ontario, Canada
$693K +$678K +21,263 New
HFS
15
HL Financial Services
Kentucky
$571K +$559K +17,536 New
Ameriprise
16
Ameriprise
Minnesota
$543K +$532K +16,674 New
HF
17
Hoxton Financial
West Virginia
$441K +$432K +13,541 New
RJA
18
Raymond James & Associates
Florida
$429K +$420K +13,177 New
Nomura Holdings
19
Nomura Holdings
Japan
$428K +$419K +13,150 New
Deutsche Bank
20
Deutsche Bank
Germany
$422K +$413K +12,966 New
SI
21
Stephens Inc
Arkansas
$293K +$286K +8,985 New
ICAS
22
Investors Capital Advisory Services
Massachusetts
$270K +$265K +8,300 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$249K +$244K +7,655 New
MFS
24
MSI Financial Services
Massachusetts
$192K +$188K +5,894 New
NES
25
New England Securities
New York
$146K +$143K +4,484 New
1
2

DWAS Hedge Fund Activity: Q2 2013 in Review

27 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q2 2013, worth a combined $77.1M.

Buyers outnumbered sellers: 27 funds opened new DWAS positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

  • 27 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $77.1M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q2 2013.
  • 27 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q2 2013 and 0 closed out, a net change of +27 holders.

Based on aggregated 13F filings for Q2 2013.