Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
61 hedge funds and large institutions have $385M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
113% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 15
11% more funds holding
Funds holding: 55 → 61 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $386M → $385M (-$494K)
5.22% less ownership
Funds ownership: 61.76% → 56.55% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$8.53M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.51M |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$2.48M |
| 4 |
HF
Hoxton Financial
Shepherdstown,
West Virginia
|
+$1.71M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$15.9M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
-$7.41M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.26M |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$3.42M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.15M |
DWAS Hedge Fund Activity: Q1 2014 in Review
61 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q1 2014, worth a combined $385M — down 0.13% from $386M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DWAS positions and 5 closed out — a net gain of 6 holders — while 32 added to existing stakes and 15 trimmed.
The largest buyer was UBS, adding an estimated $8.53M. The largest seller was Bank of America, cutting an estimated $15.9M.
- 61 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q1 2014, up from 55 in Q4 2013.
- Funds reported $385M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q1 2014, down 0.13% quarter-over-quarter.
- 11 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q1 2014 and 5 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q1 2014 was UBS, an estimated $8.53M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q1 2014 was Bank of America, an estimated $15.9M sold.
Based on aggregated 13F filings for Q1 2014.