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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

90 hedge funds and large institutions have $740M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 12 closing their positions.

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
16
Increased
34
Reduced
22
Closed
12
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
+$500K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$506M
2
MCC
2
Money Concepts Capital
Florida
$20.6M
3
Wells Fargo
3
Wells Fargo
California
$25M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.49M
5
PFS
5
Prospera Financial Services
Texas
$4.76M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.3M
2
PAG
2
Private Advisory Group
Washington
$0
3
IWM
3
IHT Wealth Management
Illinois
$1.5M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.47M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$506M +$42.4M +466,332 +9%
Morgan Stanley
2
Morgan Stanley
New York
$32.3M -$26.8M -294,916 -45%
Wells Fargo
3
Wells Fargo
California
$25M +$11.1M +121,839 +80%
RJA
4
Raymond James & Associates
Florida
$22.1M -$77.5K -853 -0.3%
MCC
5
Money Concepts Capital
Florida
$20.6M +$18.2M +200,184 +763%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19M -$552K -6,077 -3%
Bank of America
7
Bank of America
North Carolina
$15.5M +$319K +3,512 +2%
LPL Financial
8
LPL Financial
California
$14.4M -$480K -5,283 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.49M +$2.92M +32,128 +64%
UBS Group
10
UBS Group
Switzerland
$7.08M +$1.51M +16,647 +27%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$5.22M +$446K +4,903 +9%
PFS
12
Prospera Financial Services
Texas
$4.76M +$2.13M +23,393 +81%
HWM
13
HighMark Wealth Management
Minnesota
$4.48M -$53K -585 -1%
LWM
14
LJI Wealth Management
Indiana
$3.78M -$6.27K -69 -0.2%
PAG
15
Private Advisor Group
New Jersey
$3.77M +$125K +1,379 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.61M -$209K -2,299 -7%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.59M +$5.45K +60 +0.2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.47M -$911K -10,026 -27%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.47M +$160K +1,758 +7%
BIA
20
Biondo Investment Advisors
Pennsylvania
$2.01M +$24.5K +270 +1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.79M +$69.2K +761 +4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.77M +$1.77M +19,438 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.7M +$484K +5,322 +40%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.65M +$602K +6,623 +58%
CAN
25
Cetera Advisor Networks
California
$1.64M -$180K -1,982 -10%
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