DWAS icon

Invesco Dorsey Wright SmallCap Momentum ETF

55 hedge funds and large institutions have $241M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
25
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.9M 1,371,485 +85,207 +7%
Wells Fargo
2
Wells Fargo
California
$41.7M 1,004,613 +118,671 +13%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$29.6M 714,346 +48,371 +7%
UBS Group
4
UBS Group
Switzerland
$18.3M 441,031 -62,364 -12%
HF
5
Hoxton Financial
West Virginia
$14.1M 340,091 +5,258 +2%
Bank of America
6
Bank of America
North Carolina
$11.7M 281,656 +52,702 +23%
RJA
7
Raymond James & Associates
Florida
$10.4M 251,047 +15,462 +7%
LPL Financial
8
LPL Financial
California
$9.54M 230,721 +27,832 +14%
Goldman Sachs
9
Goldman Sachs
New York
$6.34M 152,878
WF
10
WealthTrust Fairport
Ohio
$5.4M 130,147 -4,395 -3%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$3.88M 93,451 +93,451 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.82M 92,036 +46,950 +104%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.97M 71,621 +37,265 +108%
SI
14
Stephens Inc
Arkansas
$2.86M 68,857 +14,588 +27%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.07M 49,980 +49,980 New
NPC
16
National Planning Corporation
California
$1.95M 46,267 +2,802 +6%
Stifel Financial
17
Stifel Financial
Missouri
$1.85M 44,996 +6,914 +18%
Ameriprise
18
Ameriprise
Minnesota
$1.72M 41,393 +10,467 +34%
BCM
19
Barometer Capital Management
Ontario, Canada
$1.41M 34,100 +34,100 New
PTC
20
Private Trust Company
Ohio
$1.15M 27,631 -159 -0.6%
VFS
21
VSR Financial Services
Kansas
$1.1M 26,539 +26,539 New
GLA
22
Great Lakes Advisors
Illinois
$980K 23,630 -203 -0.9%
HFS
23
HL Financial Services
Kentucky
$842K 20,299 +927 +5%
SWP
24
Stratos Wealth Partners
Ohio
$812K 19,569 +19,569 New
AI
25
Atria Investments
North Carolina
$786K 18,942 +133 +0.7%