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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

81 hedge funds and large institutions have $538M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
31
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$367M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.93M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.46M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.35M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.4M
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$4.94M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$367M 4,888,401 +1,506,390 +45%
Morgan Stanley
2
Morgan Stanley
New York
$22.4M 298,497 -19,265 -6%
LPL Financial
3
LPL Financial
California
$21.8M 290,029 +4,703 +2%
RJA
4
Raymond James & Associates
Florida
$19M 252,404 -9,413 -4%
Wells Fargo
5
Wells Fargo
California
$17.5M 233,039 -3,888 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16M 213,495 +12,176 +6%
Bank of America
7
Bank of America
North Carolina
$12M 160,072 +517 +0.3%
UBS Group
8
UBS Group
Switzerland
$4.94M 65,728 -13,542 -17%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.1M 54,585 -377 -0.7%
LWM
10
LJI Wealth Management
Indiana
$3.65M 48,594 +2,020 +4%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$3.5M 46,551 +1,469 +3%
PAG
12
Private Advisor Group
New Jersey
$2.74M 36,479 +1,375 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.7M 35,886 -8,482 -19%
PFS
14
Prospera Financial Services
Texas
$2.33M 31,030 -150 -0.5%
PAG
15
Private Advisory Group
Washington
$2.16M 28,781 +6,504 +29%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.11M 28,129 -1,924 -6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.93M 25,715 +25,715 New
MCC
18
Money Concepts Capital
Florida
$1.93M 25,671 +1,426 +6%
BIA
19
Biondo Investment Advisors
Pennsylvania
$1.61M 21,453 +613 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.61M 21,414 +7,123 +50%
CAN
21
Cetera Advisor Networks
California
$1.6M 21,365 -546 -2%
Stifel Financial
22
Stifel Financial
Missouri
$1.52M 20,222 -3,844 -16%
1WM
23
1900 Wealth Management
Texas
$1.46M 19,497 -4,811 -20%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.46M 19,454 +13,400 +221%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.43M 19,079 -10,475 -35%
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