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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

106 hedge funds and large institutions have $831M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
44
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$588M
2
Wells Fargo
2
Wells Fargo
California
$23.3M
3
VT
3
Vise Technologies
New York
$3.08M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.96M
5
LPL Financial
5
LPL Financial
California
$18.2M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$267K
2
PA
2
Pineridge Advisors
Missouri
$13.5K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.13M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.8M
5
Bank of America
5
Bank of America
North Carolina
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$588M 6,444,120 +326,818 +5%
Morgan Stanley
2
Morgan Stanley
New York
$35.3M 386,420 +19,958 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$25M 273,424 +273,424 New
Wells Fargo
4
Wells Fargo
California
$23.3M 255,378 +29,937 +13%
Bank of America
5
Bank of America
North Carolina
$18.7M 204,464 -3,770 -2%
LPL Financial
6
LPL Financial
California
$18.2M 198,821 +20,075 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.9M 184,734 -248 -0.1%
UBS Group
8
UBS Group
Switzerland
$10M 109,593 +2,627 +2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$7.84M 85,913 +5,602 +7%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$6.97M 76,369 +2,598 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.77M 74,120 +3,617 +5%
HWM
12
HighMark Wealth Management
Minnesota
$4.35M 47,612 -584 -1%
SA
13
Sanctuary Advisors
Indiana
$3.71M 39,564 +150 +0.4%
AI
14
Atria Investments
North Carolina
$3.39M 37,093 +372 +1%
PAG
15
Private Advisor Group
New Jersey
$3.14M 34,355 -2,864 -8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.13M 34,285 -10,337 -23%
VT
17
Vise Technologies
New York
$3.08M 33,778 +28,216 +507%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.91M 31,859 +1,049 +3%
PFS
19
Prospera Financial Services
Texas
$2.63M 28,785 +100 +0.3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.6M 28,499 +517 +2%
BIA
21
Biondo Investment Advisors
Pennsylvania
$2.18M 23,861 +856 +4%
FPGK
22
Financial Partners Group (Kansas)
Kansas
$2.05M 22,445 +4,898 +28%
OC
23
Oppenheimer & Co
New York
$2.01M 22,035 -2,527 -10%
IAA
24
Independent Advisor Alliance
North Carolina
$1.96M 21,450 +21,450 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.89M 20,736 +1,044 +5%
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