Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
68 hedge funds and large institutions have $219M 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, 11 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
66% more capital invested
Capital invested by funds: $132M → $219M (+$86.7M)
39% more funds holding
Funds holding: 49 → 68 (+19)
3.27% more ownership
Funds ownership: 56.97% → 60.24% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$14.9M |
| 2 |
Morgan Stanley
New York
|
+$4.26M |
| 3 |
MWM
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
+$3.28M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.64M |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$5.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.93M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.76M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.2M |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$46K |
DWAS Hedge Fund Activity: Q4 2020 in Review
68 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q4 2020, worth a combined $219M — up 66% from $132M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DWAS positions and 5 closed out — a net gain of 19 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $14.9M. The largest seller was Strid Group, cutting an estimated $5.1M.
- 68 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q4 2020, up from 49 in Q3 2020.
- Funds reported $219M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q4 2020, up 66% quarter-over-quarter.
- 24 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q4 2020 and 5 closed out, a net change of +19 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q4 2020 was Wells Fargo, an estimated $14.9M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q4 2020 was Strid Group, an estimated $5.1M sold.
Based on aggregated 13F filings for Q4 2020.