Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
54 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
15% more capital invested
Capital invested by funds: $120M → $138M (+$18.3M)
10% more funds holding
Funds holding: 49 → 54 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 61.06% → 60.47% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.24M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.7M |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$1.65M |
| 4 |
Morgan Stanley
New York
|
+$1.62M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.36M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$762K |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$624K |
| 4 |
VF
Virtu Financial
New York
|
-$404K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$369K |
DWAS Hedge Fund Activity: Q4 2017 in Review
54 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q4 2017, worth a combined $138M — up 15% from $120M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DWAS positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $2.24M. The largest seller was Advisor Group, cutting an estimated $1.36M.
- 54 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q4 2017, up from 49 in Q3 2017.
- Funds reported $138M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q4 2017, up 15% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q4 2017 and 4 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q4 2017 was Baird Financial Group, an estimated $2.24M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q4 2017 was Advisor Group, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2017.