Who Owns DWAS?
Invesco Dorsey Wright SmallCap Momentum ETF — Institutional Ownership & 13F Holdings
$109.65
-2.78 (-2.48%)
Market Cap
$763.7M
Shares Outstanding
7,693,669
Institutional Holders
93
Total Inst. Value
$489.6M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
18
Closed Positions
19
Increased
30
Decreased
29
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $327.7M | 4,202,898 |
| 2 | MORGAN STANLEY | $28.4M | 364,443 |
| 3 | RAYMOND JAMES FINANCIAL INC | $17.0M | 218,138 |
| 4 | WELLS FARGO & COMPANY/MN | $15.6M | 200,681 |
| 5 | ROYAL BANK OF CANADA | $14.2M | 182,694 |
| 6 | BANK OF AMERICA CORP /DE/ | $11.4M | 146,626 |
| 7 | UBS Group AG | $8.8M | 112,968 |
| 8 | Cambridge Investment Research Advisors, Inc. | $5.0M | 64,064 |
| 9 | Family Capital Trust CoNew | $4.3M | 55,058 |
| 10 | JONES FINANCIAL COMPANIES LLLP | $4.2M | 142,748 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +3K | $8.8M |
| Family Capital Trust CoNew | +55K | $4.3M |
| JONES FINANCIAL COMPANIES LLLP | +142K | $4.2M |
| GOLDMAN SACHS GROUP INCNew | +48K | $3.8M |
| HighMark Wealth Management LLCNew | +47K | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -1.9M | $327.7M |
| BANK OF AMERICA CORP /DE/ | -58K | $11.4M |
| RAYMOND JAMES FINANCIAL INC | -55K | $17.0M |
| WELLS FARGO & COMPANY/MN | -55K | $15.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -49K | $2.8M |
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Frequently Asked Questions
How many institutional investors hold DWAS?
As of Q1 2025, 93 institutional investors report holding DWAS (Invesco Dorsey Wright SmallCap Momentum ETF) in their 13F filings.
Which hedge fund owns the most DWAS?
The largest institutional holder of DWAS is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $327.7M in shares.
Are institutions buying or selling DWAS?
This quarter, 18 institutions opened new positions in DWAS and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.