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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

67 hedge funds and large institutions have $217M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+19
Holders Change %
+39.58%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
21
Reduced
10
Closed
5
Calls
$346K
Puts
–
Net Calls
+$346K
Net Calls Change
+$548K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.9M
3
MWM
3
MorganRosel Wealth Management
Colorado
$3.63M
4
PFS
4
Prospera Financial Services
Texas
$2.92M
5
PAG
5
Private Advisory Group
Washington
$6.33M

Top Sellers

1
SG
1
Strid Group
Pennsylvania
$3.69M
2
Bank of America
2
Bank of America
North Carolina
$35.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Invesco
4
Invesco
Georgia
$0
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$38M 504,897 +218,437 +76%
Bank of America
2
Bank of America
North Carolina
$35.1M 466,284 -28,360 -6%
Morgan Stanley
3
Morgan Stanley
New York
$22.9M 304,166 +62,621 +26%
RJA
4
Raymond James & Associates
Florida
$16.5M 219,072 +4,629 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.2M 202,417 +1,271 +0.6%
SAM
6
Synergy Asset Management
Washington
$9.42M 125,167 +125,167 New
LPL Financial
7
LPL Financial
California
$9.35M 124,217 +23,274 +23%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$7.72M 102,493 +10,062 +11%
UBS Group
9
UBS Group
Switzerland
$6.78M 90,002 +21,339 +31%
PAG
10
Private Advisory Group
Washington
$6.33M 84,091 +30,783 +58%
1WM
11
1900 Wealth Management
Texas
$3.88M 51,471 +51,471 New
SG
12
Strid Group
Pennsylvania
$3.69M 49,034 -74,859 -60%
MWM
13
MorganRosel Wealth Management
Colorado
$3.63M 48,194 +48,194 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.43M 45,608 +9,873 +28%
FA
15
Fortis Advisors
Pennsylvania
$3.2M 42,488 +5,954 +16%
PFS
16
Prospera Financial Services
Texas
$2.92M 38,768 +38,768 New
Stifel Financial
17
Stifel Financial
Missouri
$2.85M 37,809 +214 +0.6%
BFG
18
Berger Financial Group
Minnesota
$2.26M 29,959 +29,959 New
SPC
19
Sigma Planning Corp
Michigan
$1.73M 22,939 +22,939 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.61M 21,371 +11,614 +119%
PAG
21
Private Advisor Group
New Jersey
$1.56M 20,716 +1,490 +8%
EWA
22
EP Wealth Advisors
California
$1.37M 18,140 -258 -1%
SC
23
Scotia Capital
Ontario, Canada
$1.33M 17,706 +13,461 +317%
IWA
24
IBEX Wealth Advisors
New Jersey
$1.3M 17,319 +17,319 New
SCA
25
Snowden Capital Advisors
New York
$1.29M 17,173 -301 -2%
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