Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
49 hedge funds and large institutions have $120M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
24% more capital invested
Capital invested by funds: $97.2M → $120M (+$22.9M)
17% more funds holding
Funds holding: 42 → 49 (+7)
7.5% more ownership
Funds ownership: 53.56% → 61.06% (+7.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.24M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.48M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.09M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.25M |
| 2 |
Goldman Sachs
New York
|
-$1.88M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.09M |
| 4 |
Jane Street
New York
|
-$573K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$320K |
DWAS Hedge Fund Activity: Q3 2017 in Review
49 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q3 2017, worth a combined $120M — up 24% from $97.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DWAS positions and 5 closed out — a net gain of 8 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.24M. The largest seller was Royal Bank of Canada, cutting an estimated $2.25M.
- 49 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q3 2017, up from 42 in Q2 2017.
- Funds reported $120M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q3 2017, up 24% quarter-over-quarter.
- 13 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q3 2017 and 5 closed out, a net change of +8 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q3 2017 was Morgan Stanley, an estimated $8.24M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q3 2017 was Royal Bank of Canada, an estimated $2.25M sold.
Based on aggregated 13F filings for Q3 2017.