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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
14
Reduced
20
Closed
6
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
+$331K

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$6.8M
2
Bank of America
Bank of America
North Carolina
$6.11M
3
AIP
Almanack Investment Partners
Pennsylvania
$1.02M
4
PAG
Private Advisor Group
New Jersey
$1.01M
5
CF
Centaurus Financial
California
$972K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$17.1M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.46M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.4M
4
RJA
Raymond James & Associates
Florida
$13.8M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.1M -$2.71M -47,557 -14%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.4M -$1.62M -28,305 -10%
Wells Fargo
3
Wells Fargo
California
$13.9M +$597K +10,459 +4%
RJA
4
Raymond James & Associates
Florida
$13.8M -$872K -15,269 -6%
SFI
5
SPC Financial Inc
Maryland
$9.61M +$431K +7,557 +5%
SG
6
Strid Group
Pennsylvania
$8.71M -$286K -5,012 -3%
IAA
7
Independent Advisor Alliance
North Carolina
$6.8M +$6.8M +119,104 New
Bank of America
8
Bank of America
North Carolina
$6.11M +$1.19M +20,818 +24%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$5.91M +$129K +2,257 +2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$5.46M -$2.58M -45,186 -32%
UBS Group
11
UBS Group
Switzerland
$5.37M -$284K -4,982 -5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.21M +$892K +15,633 +21%
MWM
13
MorganRosel Wealth Management
Colorado
$3.99M -$53.9K -944 -1%
FA
14
Fortis Advisors
Pennsylvania
$2.38M -$577K -10,110 -20%
Invesco
15
Invesco
Georgia
$1.93M -$174K -3,052 -8%
PFS
16
Prospera Financial Services
Texas
$1.83M -$32.8K -575 -2%
SPIA
17
Steward Partners Investment Advisory
New York
$1.8M -$51.4K -900 -3%
LPL Financial
18
LPL Financial
California
$1.51M +$239K +4,188 +19%
EWA
19
EP Wealth Advisors
California
$1.33M -$66.3K -1,161 -5%
SCA
20
Snowden Capital Advisors
New York
$1.13M -$21.1K -370 -2%
Stifel Financial
21
Stifel Financial
Missouri
$1.07M +$212K +3,707 +25%
AIP
22
Almanack Investment Partners
Pennsylvania
$1.02M +$1.02M +17,893 New
PAG
23
Private Advisor Group
New Jersey
$1.01M +$1.01M +17,741 New
CF
24
Centaurus Financial
California
$972K +$972K +17,020 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$943K +$103K +1,802 +12%
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