Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
62 hedge funds and large institutions have $143M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $123M → $143M (+$19.7M)
11% more funds holding
Funds holding: 56 → 62 (+6)
0.96% more ownership
Funds ownership: 55.21% → 56.17% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$6.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.1M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$945K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$937K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$899K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.51M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.39M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.49M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$836K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$832K |
DWAS Hedge Fund Activity: Q4 2019 in Review
62 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q4 2019, worth a combined $143M — up 16% from $123M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DWAS positions and 6 closed out — a net gain of 8 holders — while 14 added to existing stakes and 20 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $6.29M. The largest seller was Morgan Stanley, cutting an estimated $2.51M.
- 62 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q4 2019, up from 56 in Q3 2019.
- Funds reported $143M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 14 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q4 2019 and 6 closed out, a net change of +8 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q4 2019 was Independent Advisor Alliance, an estimated $6.29M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q4 2019 was Morgan Stanley, an estimated $2.51M sold.
Based on aggregated 13F filings for Q4 2019.