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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

84 hedge funds and large institutions have $339M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
33
Reduced
25
Closed
14
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$464K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$163M
2
LPL Financial
2
LPL Financial
California
$13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.42M
4
PAG
4
Private Advisor Group
New Jersey
$501K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.1M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
Wells Fargo
2
Wells Fargo
California
$20.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$487K
4
CWA
4
Capital Wealth Alliance
Arizona
$0
5
UBS Group
5
UBS Group
Switzerland
$7.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$163M 2,213,356 +2,213,356 New
Morgan Stanley
2
Morgan Stanley
New York
$23M 312,532 +1,548 +0.5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$21.1M 286,960 +6,631 +2%
Wells Fargo
4
Wells Fargo
California
$20.7M 281,410 -187,930 -40%
RJA
5
Raymond James & Associates
Florida
$19.3M 261,332 +1,364 +0.5%
Bank of America
6
Bank of America
North Carolina
$13.4M 181,275 +3,408 +2%
LPL Financial
7
LPL Financial
California
$13M 175,789 +32,060 +22%
UBS Group
8
UBS Group
Switzerland
$7.52M 102,031 -7,076 -6%
DSCM
9
Del-Sette Capital Management
New York
$5.47M 74,230 -6,708 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.42M 73,589 +30,497 +71%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$4.3M 58,306 +613 +1%
LWM
12
LJI Wealth Management
Indiana
$3.3M 44,811 +2,019 +5%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$3.05M 41,349 +5,995 +17%
PFS
14
Prospera Financial Services
Texas
$2.45M 33,220 -2,250 -6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.16M 29,354 +5,977 +26%
Stifel Financial
16
Stifel Financial
Missouri
$1.87M 25,348 -2,394 -9%
CAN
17
Cetera Advisor Networks
California
$1.67M 22,705 +851 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.59M 21,591 +698 +3%
1WM
19
1900 Wealth Management
Texas
$1.56M 21,342 -201 -0.9%
BIA
20
Biondo Investment Advisors
Pennsylvania
$1.49M 20,242 +120 +0.6%
Citadel Advisors
21
Citadel Advisors
Florida
$1.48M 20,094 +3,276 +19%
EWA
22
EP Wealth Advisors
California
$1.34M 11,455 +46 +0.4%
IWM
23
IHT Wealth Management
Illinois
$1.3M 17,618 -289 -2%
SG
24
Strid Group
Pennsylvania
$1.29M 17,475 -69 -0.4%
Goldman Sachs
25
Goldman Sachs
New York
$1.21M 16,434 -111 -0.7%
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