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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

96 hedge funds and large institutions have $808M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
47
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$568M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.46M
3
Bank of America
3
Bank of America
North Carolina
$19.3M
4
SAM
4
Synergy Asset Management
Washington
$1.66M
5
NCFG
5
New Century Financial Group
New Jersey
$1.58M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$20.9M
3
HI
3
Harbour Investments
Wisconsin
$186K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$996K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$568M 6,117,302 +113,514 +2%
Morgan Stanley
2
Morgan Stanley
New York
$34M 366,462 +4,079 +1%
RJA
3
Raymond James & Associates
Florida
$23.3M 250,945 +4,776 +2%
Wells Fargo
4
Wells Fargo
California
$20.9M 225,441 -21,274 -9%
Bank of America
5
Bank of America
North Carolina
$19.3M 208,234 +36,503 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.2M 184,982 -11,676 -6%
LPL Financial
7
LPL Financial
California
$16.6M 178,746 +7,532 +4%
UBS Group
8
UBS Group
Switzerland
$9.93M 106,966 +4,197 +4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$7.46M 80,311 +50,648 +171%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$6.85M 73,771 +8,080 +12%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.55M 70,503 -4,292 -6%
HWM
12
HighMark Wealth Management
Minnesota
$4.48M 48,196 -581 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.14M 44,622 +16,565 +59%
SA
14
Sanctuary Advisors
Indiana
$4.05M 39,414 -1,916 -5%
LWM
15
LJI Wealth Management
Indiana
$3.96M 42,642 -572 -1%
PAG
16
Private Advisor Group
New Jersey
$3.46M 37,219 -4,237 -10%
AI
17
Atria Investments
North Carolina
$3.41M 36,721 +1,587 +5%
PA
18
Pineridge Advisors
Missouri
$3.01M 32,416 +836 +3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.86M 30,810 +1,195 +4%
PFS
20
Prospera Financial Services
Texas
$2.66M 28,685 +1,265 +5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.6M 27,982 +303 +1%
Stifel Financial
22
Stifel Financial
Missouri
$2.51M 27,029 +8,929 +49%
OC
23
Oppenheimer & Co
New York
$2.28M 24,562 -1,583 -6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.27M 24,414 +4,528 +23%
BIA
25
Biondo Investment Advisors
Pennsylvania
$2.14M 23,005 +171 +0.7%
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