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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

55 hedge funds and large institutions have $386M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 0 closing their positions.

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
35
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$73.8M
2
Bank of America
2
Bank of America
North Carolina
$47.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$99.9M
4
HF
4
Hoxton Financial
West Virginia
$9.69M
5
U
5
UBS
Switzerland
$20.9M

Top Sellers

1
WA
1
WFG Advisors
Texas
$3.47M
2
CWM
2
Concert Wealth Management
California
$749K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3.03M
4
Deutsche Bank
4
Deutsche Bank
Germany
$740K
5
DC
5
Davenport & Co
Virginia
$7.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$99.9M 2,517,642 +457,184 +22%
Wells Fargo
2
Wells Fargo
California
$73.8M 1,859,764 +471,059 +34%
Bank of America
3
Bank of America
North Carolina
$47.7M 1,200,591 +458,027 +62%
LPL Financial
4
LPL Financial
California
$32M 807,112 +163,917 +25%
U
5
UBS
Switzerland
$20.9M 525,505 +194,137 +59%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15.2M 383,892 +134,848 +54%
RJA
7
Raymond James & Associates
Florida
$10.8M 273,286 +176,928 +184%
HF
8
Hoxton Financial
West Virginia
$9.69M 244,098 +244,098 New
DC
9
Davenport & Co
Virginia
$7.41M 186,765 -8,525 -4%
WF
10
WealthTrust Fairport
Ohio
$6.36M 160,263 +4,309 +3%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$4.71M 118,695 +27,000 +29%
BTS
12
BB&T Securities
Virginia
$3.48M 8,772 +2,900 +49%
WA
13
WFG Advisors
Texas
$3.47M 87,419 -43,616 -33%
Jane Street
14
Jane Street
New York
$3.28M 82,597 +82,597 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.03M 76,261 -12,847 -14%
AIG
16
American International Group
New York
$2.78M 69,966 +15,291 +28%
Goldman Sachs
17
Goldman Sachs
New York
$2.63M 66,237 +33,518 +102%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.54M 63,928 +45,463 +246%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.39M 60,267 +34,707 +136%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.35M 59,289 +37,917 +177%
SI
21
Stephens Inc
Arkansas
$2.11M 53,055 +988 +2%
B
22
Baird
Wisconsin
$1.98M 49,791 +6,679 +15%
BCI
23
Brinker Capital Investments
Pennsylvania
$1.75M 44,000 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.75M 43,984 +37,728 +603%
Ameriprise
25
Ameriprise
Minnesota
$1.66M 41,724 +7,720 +23%
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