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Invesco Dorsey Wright SmallCap Momentum ETF

94 hedge funds and large institutions have $536M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.31% more ownership

Funds ownership: 78.09%79.4% (+1.3%)

1% more funds holding

Funds holding: 9394 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

5% more capital invested

Capital invested by funds: $511M → $536M (+$24.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25.5M

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
23
Reduced
44
Closed
11
Calls
Puts
$25.5M
Net Calls
-$25.5M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$357M -$3.85M -48,594 -1%
Morgan Stanley
2
Morgan Stanley
New York
$28.9M -$1.89M -23,860 -7%
LPL Financial
3
LPL Financial
California
$13.2M -$1.46M -18,384 -11%
Bank of America
4
Bank of America
North Carolina
$12.3M -$139K -1,751 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12M -$3.25M -41,031 -22%
UBS Group
6
UBS Group
Switzerland
$12M +$2.24M +28,295 +25%
Wells Fargo
7
Wells Fargo
California
$11.5M -$5.16M -65,170 -32%
Raymond James Financial
8
Raymond James Financial
Florida
$7.86M -$9.94M -125,535 -58%
Goldman Sachs
9
Goldman Sachs
New York
$7.76M +$3.42M +43,255 +90%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.38M -$51.4K -649 -1%
SA
11
Sanctuary Advisors
Indiana
$5.11M +$1.14M +14,391 +31%
FCT
12
Family Capital Trust
Massachusetts
$4.69M +$20.1K +254 +0.5%
HWM
13
HighMark Wealth Management
Minnesota
$4.01M -$1.19K -15 -0%
VT
14
Vise Technologies
New York
$3.67M +$3.42M +43,258 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$3.41M +$299K +3,777 +10%
PFS
16
Prospera Financial Services
Texas
$2.72M +$256K +3,230 +11%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.7M +$47.4K +599 +2%
KFP
18
KMG Fiduciary Partners
Ohio
$2.26M +$246K +3,103 +13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.2M -$101K -1,282 -5%
BIA
20
Biondo Investment Advisors
Pennsylvania
$2.16M +$92.8K +1,172 +5%
PAG
21
Private Advisor Group
New Jersey
$1.91M -$571K -7,213 -24%
Stifel Financial
22
Stifel Financial
Missouri
$1.89M -$79.7K -1,007 -4%
AI
23
Atria Investments
North Carolina
$1.81M -$1.78M -22,429 -51%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.67M -$112K -1,409 -7%
OC
25
Oppenheimer & Co
New York
$1.42M -$294K -3,710 -18%

DWAS Hedge Fund Activity: Q2 2025 in Review

94 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) for Q2 2025, worth a combined $536M — up 4.9% from $511M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DWAS positions and 11 closed out — a net gain of 1 holder — while 23 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.42M. The largest seller was Raymond James Financial, cutting an estimated $9.94M.

  • 94 institutional investors held Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) as of Q2 2025, up from 93 in Q1 2025.
  • Funds reported $536M of Invesco Dorsey Wright SmallCap Momentum ETF stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright SmallCap Momentum ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF buyer in Q2 2025 was Goldman Sachs, an estimated $3.42M added.
  • The largest Invesco Dorsey Wright SmallCap Momentum ETF seller in Q2 2025 was Raymond James Financial, an estimated $9.94M sold.

Based on aggregated 13F filings for Q2 2025.