Who Owns Invesco Dorsey Wright SmallCap Momentum ETF (DWAS)?Hedge Fund & Institutional Holders

$95.30-0.79 (-0.82%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.436233487231e+184T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$68.68$77.62$86.56$95.50$104.44Jul 24May 25Mar 26

DWAS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+4.5M+$443.6M
Sanctuary Advisors, LLCNew Position+212K+$18.0M
Family Capital Trust CoNew Position+56K+$5.4M
HighMark Wealth Management LLCNew Position+45K+$4.4M
Wealth Enhancement Trust Services, Inc.New Position+23K+$2.2M
Janney Montgomery Scott LLCNew Position+24K+$2.0M
NorthCrest Asset Manangement, LLCNew Position+17K+$1.6M
1900 WEALTH MANAGEMENT LLCNew Position+16K+$1.5M
NOTTINGHAM ADVISORS, INC.New Position+13K+$1.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+15K+$1.0M
Trueblood Wealth Management, LLCNew Position+9K+$912K
Sound Income Strategies, LLCNew Position+9K+$906K
Geneos Wealth Management Inc.New Position+8K+$814K
MorganRosel Wealth Management, LLCNew Position+8K+$807K
Financial Partners Group, IncNew Position+7K+$744K

DWAS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-21K-$13.8B
ROYAL BANK OF CANADADecreased-3K-$12.6B
BANK OF AMERICA CORP /DE/Decreased-17K-$11.9B
UBS Group AGDecreased-27K-$10.2B
Baird Financial Group, Inc.Decreased-422-$2.9B
Prospera Financial Services IncDecreased-293-$2.9B
Cetera Investment AdvisersDecreased-2K-$1.9B
Snowden Capital Advisors LLCDecreased-301-$1.3B
Private Advisor Group, LLCDecreased-2K-$965.0M
Farther Finance Advisors, LLCDecreased-3K-$962.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-9K-$856.4M
OSAIC HOLDINGS, INC.Decreased-2K-$815.7M
Nemes Rush Group LLCDecreased-139-$494.6M
IHT Wealth Management, LLCClosed Position-5K-$460.8M
CITADEL ADVISORS LLCDecreased-598-$459.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,516,029$443.6M0.60%Share
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO902,260$34.9M0.02%Share
3MORGAN STANLEY326,034$31.0M0.00%Share
4GOLDMAN SACHS GROUP INC192,937$18.0M0.00%Share
5ROYAL BANK OF CANADA128,448$12.0M0.00%Share
6LPL Financial LLC129,089$12.0M0.00%Share
7STIFEL FINANCIAL CORP111,635$10.0M0.01%Share
8BNP PARIBAS FINANCIAL MARKETS100,000$9.0M0.00%Share
9BANK OF AMERICA CORP /DE/86,779$8.0M0.00%Share
10WELLS FARGO & COMPANY/MN86,907$8.0M0.00%Share
11UBS Group AG82,268$8.0M0.00%Share
12Sanctuary Advisors, LLC59,729$5.8M0.03%Share
13Family Capital Trust Co55,773$5.4M1.76%Share
14Sanctuary Advisors, LLC60,216$5.1M0.03%Share
15HighMark Wealth Management LLC45,196$4.4M1.78%Share
16RAYMOND JAMES FINANCIAL INC49,916$4.0M0.00%Share
17Sanctuary Advisors, LLC45,825$3.6M0.03%Share
18Sanctuary Advisors, LLC45,825$3.6M0.02%Share
19WELLS FARGO & COMPANY/MN40,457$3.0M0.00%Share
20Baird Financial Group, Inc.31,263$3.0M0.00%Share
21Vise Technologies, Inc.38,436$3.0M0.06%Share
22Biondo Investment Advisors, LLC27,608$2.7M0.32%Share
23KMG FIDUCIARY PARTNERS, LLC27,299$2.6M0.19%Share
24Prospera Financial Services Inc30,864$2.0M0.03%Share
25Cambridge Investment Research Advisors, Inc.27,684$2.0M0.01%Share
26BANK OF AMERICA CORP /DE/25,188$2.0M0.00%Share
27Janney Montgomery Scott LLC24,420$2.0M0.00%Share
28Wealth Enhancement Trust Services, Inc.19,592$1.9M0.24%Share
29NorthCrest Asset Manangement, LLC16,909$1.6M0.04%Share
301900 WEALTH MANAGEMENT LLC15,731$1.5M0.10%Share
31NOTTINGHAM ADVISORS, INC.13,149$1.3M0.18%Share
32Snowden Capital Advisors LLC13,642$1.0M0.03%Share
33RAYMOND JAMES FINANCIAL INC17,760$1.0M0.00%Share
34Cetera Investment Advisers18,401$1.0M0.00%Share
35COMMONWEALTH EQUITY SERVICES, LLC15,372$1.0M0.00%Share
36MML INVESTORS SERVICES, LLC11,661$1.0M0.00%Share
37Trueblood Wealth Management, LLC9,432$912K0.36%Share
38Sound Income Strategies, LLC8,897$906K0.04%Share
39Geneos Wealth Management Inc.8,421$814K0.02%Share
40MorganRosel Wealth Management, LLC8,340$807K0.20%Share
41Financial Partners Group, Inc7,473$744K0.09%Share
42Farther Finance Advisors, LLC7,611$736K0.01%Share
43PARTNERS WEALTH MANAGEMENT, LLC6,589$637K0.67%Share
44CWM, LLC5,749$556K0.00%Share
45Cornerstone Planning Group LLC4,668$473K0.07%Share
46Stratos Wealth Partners, LTD.4,016$388K0.00%Share
47Strid Group, LLC4,007$387K0.05%Share
48Wealth Enhancement Trust Services, Inc.3,396$328K0.04%Share
49ProVise Management Group, LLC3,164$306K0.02%Share
50Focus Financial Network, Inc.2,791$270K0.01%Share

DWAS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202597$669.4M+29
Q3 202568$142.7B-16
Q2 202584$475.5B-9
Q1 202593$499.1B-1
Q4 202494$8.6T+21
Q3 202473$142.8T-1
Q2 202474$166.0T+8
Q1 202466$146.6T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DWAS (Invesco Dorsey Wright SmallCap Momentum ETF). The largest holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $443.6M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DWAS?

As of Q4 2025, 50 institutional investors report holding DWAS (Invesco Dorsey Wright SmallCap Momentum ETF) in their 13F filings.

Who is the largest institutional holder of DWAS?

The largest institutional holder of DWAS is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $443.6M in shares.

Is institutional ownership of DWAS increasing or decreasing?

This quarter, 15 institutions opened new positions in DWAS and 2 closed their positions.