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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

94 hedge funds and large institutions have $292M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
31
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.2M
2
LPL Financial
2
LPL Financial
California
$18.8M
3
PAG
3
Private Advisory Group
Washington
$1.87M
4
HI
4
Harbour Investments
Wisconsin
$1.16M
5
GWM
5
Geneos Wealth Management
Colorado
$1.04M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$240K
2
NFG
2
Nations Financial Group
Iowa
$0
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$0
4
PAG
4
Private Advisor Group
New Jersey
$475K
5
RJA
5
Raymond James & Associates
Florida
$25.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$53.5M 594,704 +9,224 +2%
Morgan Stanley
2
Morgan Stanley
New York
$42.2M 469,002 +100,655 +27%
Bank of America
3
Bank of America
North Carolina
$36.3M 402,836 -11,745 -3%
RJA
4
Raymond James & Associates
Florida
$25.7M 285,564 -19,045 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.3M 280,973 +7,968 +3%
LPL Financial
6
LPL Financial
California
$18.8M 208,913 +64,055 +44%
UBS Group
7
UBS Group
Switzerland
$11M 122,220 -2,441 -2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$10.8M 119,697 -2,104 -2%
MWM
9
MorganRosel Wealth Management
Colorado
$5.48M 60,845 +818 +1%
IWA
10
IBEX Wealth Advisors
New Jersey
$4.25M 47,188 -1,731 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.8M 42,207 +2,104 +5%
1WM
12
1900 Wealth Management
Texas
$3.71M 41,231 +1,377 +3%
PFS
13
Prospera Financial Services
Texas
$3.42M 37,995 -3,665 -9%
Stifel Financial
14
Stifel Financial
Missouri
$3.35M 37,261 +2,841 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.21M 35,682 -3,257 -8%
SG
16
Strid Group
Pennsylvania
$2.53M 28,100 -906 -3%
PAG
17
Private Advisory Group
Washington
$1.87M 20,785 +20,785 New
FA
18
Fortis Advisors
Pennsylvania
$1.81M 33,341 +26 +0.1%
Goldman Sachs
19
Goldman Sachs
New York
$1.48M 16,434 -6,128 -27%
SCA
20
Snowden Capital Advisors
New York
$1.47M 16,365 +19 +0.1%
BIA
21
Biondo Investment Advisors
Pennsylvania
$1.41M 15,708 +940 +6%
CWA
22
Capital Wealth Alliance
Arizona
$1.41M 15,690 -1,926 -11%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.36M 15,062 +139 +0.9%
CAN
24
Cetera Advisor Networks
California
$1.34M 14,867 +4,814 +48%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.31M 14,564 +3,150 +28%
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