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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

92 hedge funds and large institutions have $507M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-14
Holders Change %
-13.21%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
30
Reduced
35
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCT
Family Capital Trust
Massachusetts
$4.29M
2
Goldman Sachs
Goldman Sachs
New York
$3.75M
3
FFA
Farther Finance Advisors
California
$1.43M
4
Citadel Advisors
Citadel Advisors
Florida
$984K
5
GWM
Geneos Wealth Management
Colorado
$1.41M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$328M
2
Bank of America
Bank of America
North Carolina
$11.4M
3
Raymond James Financial
Raymond James Financial
Florida
$17M
4
Wells Fargo
Wells Fargo
California
$15.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$328M -$175M -2,241,222 -35%
Morgan Stanley
2
Morgan Stanley
New York
$28.4M -$1.71M -21,977 -6%
Raymond James Financial
3
Raymond James Financial
Florida
$17M -$4.31M -55,286 -20%
Wells Fargo
4
Wells Fargo
California
$15.6M -$4.27M -54,697 -21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.2M -$159K -2,040 -1%
LPL Financial
6
LPL Financial
California
$13.6M -$1.92M -24,619 -12%
Bank of America
7
Bank of America
North Carolina
$11.4M -$4.51M -57,838 -28%
UBS Group
8
UBS Group
Switzerland
$8.81M +$263K +3,375 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5M -$784K -10,056 -14%
FCT
10
Family Capital Trust
Massachusetts
$4.29M +$4.1M +52,617 +2,156%
Goldman Sachs
11
Goldman Sachs
New York
$3.75M +$3.75M +48,131 New
HWM
12
HighMark Wealth Management
Minnesota
$3.69M -$26.6K -341 -0.7%
AI
13
Atria Investments
North Carolina
$3.41M +$519K +6,657 +18%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$2.84M -$3.86M -49,479 -58%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.44M -$46.4K -595 -2%
PAG
16
Private Advisor Group
New Jersey
$2.32M -$358K -4,594 -13%
PFS
17
Prospera Financial Services
Texas
$2.24M – – –
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.12M -$100K -1,285 -5%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$2.1M -$3.86M -49,474 -65%
BIA
20
Biondo Investment Advisors
Pennsylvania
$1.9M +$34.9K +447 +2%
KFP
21
KMG Fiduciary Partners
Ohio
$1.84M +$221K +2,836 +14%
Stifel Financial
22
Stifel Financial
Missouri
$1.81M +$272K +3,488 +18%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.65M +$30.9K +396 +2%
OC
24
Oppenheimer & Co
New York
$1.6M -$120K -1,541 -7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.49M -$1.18M -15,188 -44%
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