DWAS icon

Invesco Dorsey Wright SmallCap Momentum ETF

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.

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
32
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$99M 2,522,592 +4,950 +0.2%
Wells Fargo
2
Wells Fargo
California
$68.7M 1,751,772 -107,992 -6%
Bank of America
3
Bank of America
North Carolina
$31.2M 796,534 -404,057 -34%
LPL Financial
4
LPL Financial
California
$29.5M 752,616 -54,496 -7%
U
5
UBS
Switzerland
$29.1M 741,817 +216,312 +41%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$18.6M 472,985 +89,093 +23%
BTS
7
BB&T Securities
Virginia
$15.7M 39,976 +31,204 +356%
HF
8
Hoxton Financial
West Virginia
$11.3M 287,438 +43,340 +18%
RJA
9
Raymond James & Associates
Florida
$11.2M 284,863 +11,577 +4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$6.16M 157,136 +38,441 +32%
WF
11
WealthTrust Fairport
Ohio
$6.01M 153,183 -7,080 -4%
Stifel Financial
12
Stifel Financial
Missouri
$5.12M 130,545 +130,545 New
VFS
13
VSR Financial Services
Kansas
$3.84M 97,814 +62,875 +180%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.8M 96,747 +37,458 +63%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.63M 92,394 +32,127 +53%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.56M 90,693 +14,432 +19%
Goldman Sachs
17
Goldman Sachs
New York
$3.03M 77,155 +10,918 +16%
AIG
18
American International Group
New York
$2.78M 70,792 +826 +1%
MFS
19
MSI Financial Services
Massachusetts
$2.66M 67,902 +37,042 +120%
KFS
20
KMS Financial Services
Washington
$2.66M 67,885 +30,062 +79%
B
21
Baird
Wisconsin
$2.28M 58,105 +8,314 +17%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.2M 56,032 -7,896 -12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.03M 51,612 +7,628 +17%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.61M 40,916 +15,341 +60%
Ameriprise
25
Ameriprise
Minnesota
$1.59M 40,473 -1,251 -3%