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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

91 hedge funds and large institutions have $209M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
17
Increased
30
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$23.4M
2
DSCM
2
Del-Sette Capital Management
New York
$5.89M
3
Wells Fargo
3
Wells Fargo
California
$34.1M
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.6M
2
LSA
2
Lansing Street Advisors
Pennsylvania
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.2M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$34.1M 469,340 +24,753 +6%
AWM
2
Affinity Wealth Management
Delaware
$23.4M 321,018 +321,018 New
Morgan Stanley
3
Morgan Stanley
New York
$22.6M 310,984 -36,442 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.4M 280,329 -2,431 -0.9%
RJA
5
Raymond James & Associates
Florida
$18.9M 259,968 +19,285 +8%
Bank of America
6
Bank of America
North Carolina
$12.9M 177,867 +21,870 +14%
LPL Financial
7
LPL Financial
California
$10.5M 143,729 -2,275 -2%
UBS Group
8
UBS Group
Switzerland
$7.94M 109,107 +9,711 +10%
DSCM
9
Del-Sette Capital Management
New York
$5.89M 80,938 +80,938 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.2M 57,693 -7,531 -12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.14M 43,092 -1,754 -4%
LWM
12
LJI Wealth Management
Indiana
$3.11M 42,792 +42,792 New
PFS
13
Prospera Financial Services
Texas
$2.58M 35,470 +850 +2%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$2.57M 35,354 +10,926 +45%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.09M 28,706 +1,964 +7%
Stifel Financial
16
Stifel Financial
Missouri
$2.02M 27,742 -1,193 -4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.7M 23,393 +19,730 +539%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.7M 23,377 -1,259 -5%
CAN
19
Cetera Advisor Networks
California
$1.59M 21,854 +13,744 +169%
1WM
20
1900 Wealth Management
Texas
$1.57M 21,543 -1,946 -8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.52M 20,893 +694 +3%
BIA
22
Biondo Investment Advisors
Pennsylvania
$1.46M 20,122 +465 +2%
IWM
23
IHT Wealth Management
Illinois
$1.3M 17,907 +405 +2%
SG
24
Strid Group
Pennsylvania
$1.28M 17,544 – –
Citadel Advisors
25
Citadel Advisors
Florida
$1.22M 16,818 +8,999 +115%
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