Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
79 hedge funds and large institutions have $299M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
3% more funds holding
Funds holding: 77 → 79 (+2)
2.22% more ownership
Funds ownership: 45.46% → 47.68% (+2.2%)
2% more capital invested
Capital invested by funds: $293M → $299M (+$5.87M)
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.36M |
| 2 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$627K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$620K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$535K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.5M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$3.04M |
| 3 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$2.86M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.47M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.42M |
DWAS Hedge Fund Activity: Q2 2021 in Review
79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q2 2021, worth a combined $299M — up 2% from $293M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DWAS positions and 8 closed out — a net gain of 4 holders — while 26 added to existing stakes and 26 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.36M. The largest seller was Morgan Stanley, cutting an estimated $12.5M.
- 79 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q2 2021, up from 77 in Q1 2021.
- Funds reported $299M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q2 2021, up 2% quarter-over-quarter.
- 12 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q2 2021 and 8 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q2 2021 was Wells Fargo, an estimated $3.36M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q2 2021 was Morgan Stanley, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2021.