Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
45 hedge funds and large institutions have $256M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 4 closing their positions.
533% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 3
450% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 4
232% more capital invested
Capital invested by funds: $77.1M → $256M (+$179M)
67% more funds holding
Funds holding: 27 → 45 (+18)
0.21% more ownership
Funds ownership: 63.97% → 64.18% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$36.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$21.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$18.2M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$8.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.42M |
| 3 |
HF
Hoxton Financial
Shepherdstown,
West Virginia
|
-$441K |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$428K |
| 5 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
-$270K |
DWAS Hedge Fund Activity: Q3 2013 in Review
45 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q3 2013, worth a combined $256M — up 232% from $77.1M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DWAS positions and 4 closed out — a net gain of 18 holders — while 19 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $41.8M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $6.46M sold.
- 45 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q3 2013, up from 27 in Q2 2013.
- Funds reported $256M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q3 2013, up 232% quarter-over-quarter.
- 22 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q3 2013 and 4 closed out, a net change of +18 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q3 2013 was Morgan Stanley, an estimated $41.8M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $6.46M sold.
Based on aggregated 13F filings for Q3 2013.