Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
67 hedge funds and large institutions have $369M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
100% more call options, than puts
Call options by funds: $552K | Put options by funds: $276K
97% more capital invested
Capital invested by funds: $187M → $369M (+$182M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22.46% more ownership
Funds ownership: 58.81% → 81.27% (+22%)
16% more funds holding
Funds holding: 58 → 67 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$88M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$17.7M |
| 3 |
Morgan Stanley
New York
|
+$12.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$6.56M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$697K |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$600K |
| 3 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$480K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$180K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$113K |
DWAS Hedge Fund Activity: Q3 2018 in Review
67 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q3 2018, worth a combined $369M — up 97% from $187M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DWAS positions and 3 closed out — a net gain of 9 holders — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $88M. The largest seller was Susquehanna International Group, cutting an estimated $697K.
- 67 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q3 2018, up from 58 in Q2 2018.
- Funds reported $369M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q3 2018, up 97% quarter-over-quarter.
- 12 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q3 2018 and 3 closed out, a net change of +9 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q3 2018 was Credit Suisse, an estimated $88M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q3 2018 was Susquehanna International Group, an estimated $697K sold.
Based on aggregated 13F filings for Q3 2018.