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Invesco Dorsey Wright SmallCap Momentum ETF
DWAS

Overview Fund Activity

93 hedge funds and large institutions have $531M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% 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
12
Increased
22
Reduced
44
Closed
11
Calls
–
Puts
$25.5M
Net Calls
-$25.5M
Net Calls Change
-$25.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$7.76M
2
UBS Group
UBS Group
Switzerland
$12M
3
Two Sigma Investments
Two Sigma Investments
New York
$806K
4
GS
GTS Securities
New York
$368K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.41M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$7.86M
2
Wells Fargo
Wells Fargo
California
$11.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$357M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12M
5
Morgan Stanley
Morgan Stanley
New York
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$357M -$4.18M -48,594 -1%
Morgan Stanley
2
Morgan Stanley
New York
$28.9M -$2.02M -23,860 -7%
LPL Financial
3
LPL Financial
California
$13.2M -$1.56M -18,384 -11%
Bank of America
4
Bank of America
North Carolina
$12.3M -$149K -1,751 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12M -$3.48M -41,031 -22%
UBS Group
6
UBS Group
Switzerland
$12M +$2.4M +28,295 +25%
Wells Fargo
7
Wells Fargo
California
$11.5M -$5.53M -65,170 -32%
Raymond James Financial
8
Raymond James Financial
Florida
$7.86M -$10.7M -125,535 -58%
Goldman Sachs
9
Goldman Sachs
New York
$7.76M +$3.67M +43,255 +90%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.38M -$55.1K -649 -1%
FCT
11
Family Capital Trust
Massachusetts
$4.69M +$21.6K +254 +0.5%
HWM
12
HighMark Wealth Management
Minnesota
$4.01M -$1.27K -15 -0%
VT
13
Vise Technologies
New York
$3.67M +$3.67M +43,258 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.41M +$321K +3,777 +10%
PFS
15
Prospera Financial Services
Texas
$2.72M +$274K +3,230 +11%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.7M +$50.8K +599 +2%
KFP
17
KMG Fiduciary Partners
Ohio
$2.26M +$263K +3,103 +13%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.2M -$109K -1,282 -5%
BIA
19
Biondo Investment Advisors
Pennsylvania
$2.16M +$99.5K +1,172 +5%
PAG
20
Private Advisor Group
New Jersey
$1.91M -$612K -7,213 -24%
Stifel Financial
21
Stifel Financial
Missouri
$1.89M -$85.5K -1,007 -4%
AI
22
Atria Investments
North Carolina
$1.81M -$1.9M -22,429 -51%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.67M -$120K -1,409 -7%
OC
24
Oppenheimer & Co
New York
$1.42M -$315K -3,710 -18%
FFA
25
Farther Finance Advisors
California
$1.42M -$142K -1,671 -9%
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