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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

87 hedge funds and large institutions have $630M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$427M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.12M
4
IWM
4
IHT Wealth Management
Illinois
$2.76M
5
Bank of America
5
Bank of America
North Carolina
$14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.7M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.12M
4
Goldman Sachs
4
Goldman Sachs
New York
$302K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$805K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$427M 5,100,650 +212,249 +4%
Morgan Stanley
2
Morgan Stanley
New York
$54.5M 649,928 +351,431 +118%
RJA
3
Raymond James & Associates
Florida
$20.4M 243,971 -8,433 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18M 214,801 +1,306 +0.6%
Bank of America
5
Bank of America
North Carolina
$14M 166,953 +6,881 +4%
LPL Financial
6
LPL Financial
California
$13.7M 163,592 -126,437 -44%
Wells Fargo
7
Wells Fargo
California
$12.8M 152,726 -80,313 -34%
UBS Group
8
UBS Group
Switzerland
$5.13M 61,204 -4,524 -7%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$4.4M 52,482 +5,931 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.21M 50,256 -4,329 -8%
LWM
11
LJI Wealth Management
Indiana
$3.49M 41,681 -6,913 -14%
PAG
12
Private Advisor Group
New Jersey
$3.36M 40,134 +3,655 +10%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.12M 37,237 +19,248 +107%
IWM
14
IHT Wealth Management
Illinois
$2.76M 32,916 +16,585 +102%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.6M 31,004 -4,882 -14%
PFS
16
Prospera Financial Services
Texas
$2.43M 28,980 -2,050 -7%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.38M 28,445 +316 +1%
MCC
18
Money Concepts Capital
Florida
$2.2M 26,246 +575 +2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.13M 25,442 +5,988 +31%
PAG
20
Private Advisory Group
Washington
$2.09M 24,953 -3,828 -13%
BIA
21
Biondo Investment Advisors
Pennsylvania
$1.83M 21,894 +441 +2%
CAN
22
Cetera Advisor Networks
California
$1.68M 20,009 -1,356 -6%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.59M 18,947 -132 -0.7%
1WM
24
1900 Wealth Management
Texas
$1.59M 18,929 -568 -3%
Stifel Financial
25
Stifel Financial
Missouri
$1.44M 17,243 -2,979 -15%
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