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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

97 hedge funds and large institutions have $747M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
36
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$511M
2
MCC
2
Money Concepts Capital
Florida
$31.8M
3
AI
3
Atria Investments
North Carolina
$2.99M
4
PA
4
Pineridge Advisors
Missouri
$2.69M
5
UBS Group
5
UBS Group
Switzerland
$8.74M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21M
2
PFS
2
Prospera Financial Services
Texas
$2.33M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$501K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$511M 6,003,788 +436,806 +8%
MCC
2
Money Concepts Capital
Florida
$31.8M 373,817 +147,387 +65%
Morgan Stanley
3
Morgan Stanley
New York
$30.8M 362,383 +7,371 +2%
Wells Fargo
4
Wells Fargo
California
$21M 246,715 -27,850 -10%
RJA
5
Raymond James & Associates
Florida
$20.9M 246,169 +3,051 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.7M 196,658 -12,066 -6%
Bank of America
7
Bank of America
North Carolina
$14.6M 171,731 +1,266 +0.7%
LPL Financial
8
LPL Financial
California
$14.6M 171,214 +12,905 +8%
UBS Group
9
UBS Group
Switzerland
$8.74M 102,769 +24,918 +32%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.36M 74,795 -7,589 -9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$5.59M 65,691 +8,306 +14%
HWM
12
HighMark Wealth Management
Minnesota
$4.15M 48,777 -708 -1%
LWM
13
LJI Wealth Management
Indiana
$3.67M 43,214 +1,602 +4%
PAG
14
Private Advisor Group
New Jersey
$3.53M 41,456 -57 -0.1%
SA
15
Sanctuary Advisors
Indiana
$3.5M 41,330 +41,330 New
AI
16
Atria Investments
North Carolina
$2.99M 35,134 +35,134 New
PA
17
Pineridge Advisors
Missouri
$2.69M 31,580 +31,580 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.52M 29,663 +2,463 +9%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.52M 29,615 +2,404 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.39M 28,057 -648 -2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.35M 27,679 -826 -3%
PFS
22
Prospera Financial Services
Texas
$2.33M 27,420 -24,953 -48%
OC
23
Oppenheimer & Co
New York
$2.22M 26,145 +9,659 +59%
BIA
24
Biondo Investment Advisors
Pennsylvania
$1.94M 22,834 +670 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.69M 19,886 +178 +0.9%
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