Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
84 hedge funds and large institutions have $159M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
5% more funds holding
Funds holding: 80 → 84 (+4)
3.33% less ownership
Funds ownership: 51.45% → 48.13% (-3.3%)
26% less capital invested
Capital invested by funds: $216M → $159M (-$56.2M)
36% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 33
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.7M |
| 2 |
TC
Titleist Capital
San Antonio,
Texas
|
+$1.58M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.24M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$17.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.18M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.62M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.16M |
DWAS Hedge Fund Activity: Q2 2022 in Review
84 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q2 2022, worth a combined $159M — down 26% from $216M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DWAS positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 33 trimmed.
The largest buyer was Bank of America, adding an estimated $2.7M. The largest seller was Win Advisors, cutting an estimated $17.4M.
- 84 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q2 2022, up from 80 in Q1 2022.
- Funds reported $159M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q2 2022, down 26% quarter-over-quarter.
- 13 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q2 2022 and 9 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q2 2022 was Bank of America, an estimated $2.7M added.
- The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q2 2022 was Win Advisors, an estimated $17.4M sold.
Based on aggregated 13F filings for Q2 2022.