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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

81 hedge funds and large institutions have $281M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
26
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$6.34M
2
RJA
2
Raymond James & Associates
Florida
$26.8M
3
NFG
3
Nations Financial Group
Iowa
$5.58M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$4.13M
5
Morgan Stanley
5
Morgan Stanley
New York
$32.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.4M
2
Wells Fargo
2
Wells Fargo
California
$51.4M
3
LPL Financial
3
LPL Financial
California
$12.7M
4
SC
4
Scotia Capital
Ontario, Canada
$417K
5
FA
5
Fortis Advisors
Pennsylvania
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$51.4M 585,480 -72,407 -11%
Bank of America
2
Bank of America
North Carolina
$36.4M 414,581 -86,919 -17%
Morgan Stanley
3
Morgan Stanley
New York
$32.4M 368,347 +26,671 +8%
RJA
4
Raymond James & Associates
Florida
$26.8M 304,609 +70,207 +30%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24M 273,005 +2,558 +0.9%
LPL Financial
6
LPL Financial
California
$12.7M 144,858 -25,397 -15%
UBS Group
7
UBS Group
Switzerland
$11M 124,661 -975 -0.8%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$10.7M 121,801 +2,417 +2%
SAM
9
Synergy Asset Management
Washington
$6.34M 72,186 +72,186 New
NFG
10
Nations Financial Group
Iowa
$5.58M 63,535 +63,535 New
MWM
11
MorganRosel Wealth Management
Colorado
$5.27M 60,027 +511 +0.9%
IWA
12
IBEX Wealth Advisors
New Jersey
$4.3M 48,919 -2,737 -5%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$4.13M 47,029 +47,029 New
PFS
14
Prospera Financial Services
Texas
$3.66M 41,660 +507 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.52M 40,103 +1,181 +3%
1WM
16
1900 Wealth Management
Texas
$3.5M 39,854 -945 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.42M 38,939 -10,806 -22%
PAG
18
Private Advisor Group
New Jersey
$3.13M 35,611 -2,220 -6%
Stifel Financial
19
Stifel Financial
Missouri
$3.02M 34,420 -5,417 -14%
SG
20
Strid Group
Pennsylvania
$2.55M 29,006 -620 -2%
Goldman Sachs
21
Goldman Sachs
New York
$1.98M 22,562 +6,128 +37%
FA
22
Fortis Advisors
Pennsylvania
$1.8M 33,315 -19,367 -37%
CWA
23
Capital Wealth Alliance
Arizona
$1.61M 17,616 -72 -0.4%
SCA
24
Snowden Capital Advisors
New York
$1.44M 16,346 +241 +1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.31M 14,923 +771 +5%
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