INVESCO DORSEY WRIGHT SMALLC (DWAS) Institutional Ownership Changes & 13F Activity
INVESCO DORSEY WRIGHT SMALLC (DWAS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Royal Bank Of Canada, Wells Fargo & Company/Mn, Bank Of America Corp, and Stifel Financial Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +67,676 | — | 67,676 | $6.55M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +9,085 | — | 9,085 | $879.11K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +4,551 | — | 4,551 | $440.38K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +3,112 | — | 3,112 | $301.13K | Q4 2025 | Feb 18, 2026 |
| Royal Bank Of Canada | Buy | +133,783 | — | 133,783 | $12.95M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +111,967 | — | 111,967 | $10.83M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +18,401 | — | 18,401 | $1.78M | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors Llc | Buy | +13,642 | — | 13,642 | $1.32M | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +9,091 | — | 9,091 | $879.69K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +8,508 | — | 8,508 | $823.28K | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +7,441 | — | 7,441 | $720.00K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +6,815 | — | 6,815 | $659.77K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +4,386 | — | 4,386 | $424.41K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +3,863 | — | 3,863 | $373.80K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +3,206 | — | 3,206 | $310.23K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +2,550 | — | 2,550 | $246.66K | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +2,457 | — | 2,457 | $237.75K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +1,921 | — | 1,921 | $185.87K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +1,001 | — | 1,001 | $96.87K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +461 | — | 461 | $44.61K | Q4 2025 | Feb 17, 2026 |
| Fwl Investment Management, Llc | Buy | +332 | — | 332 | $32.16K | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +96 | — | 96 | $9.29K | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +2 | — | 2 | $194.00 | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +326,941 | — | 326,941 | $31.64M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +127,364 | — | 127,364 | $12.32M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +111,635 | — | 111,635 | $10.80M | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | Buy | +31,263 | — | 31,263 | $3.03M | Q4 2025 | Feb 13, 2026 |
| Biondo Investment Advisors, Llc | Buy | +27,608 | — | 27,608 | $2.67M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +11,661 | — | 11,661 | $1.13M | Q4 2025 | Feb 13, 2026 |
| Morganrosel Wealth Management, Llc | Buy | +8,340 | — | 8,340 | $807.02K | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about DWAS activity
Which institutional owners are buying DWAS?
Institutional owners buying DWAS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DWAS activity?
"Buy" means an investor increased their reported position in DWAS compared to the prior reporting period. This reflects growing exposure to INVESCO DORSEY WRIGHT SMALLC (DWAS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DWAS increasing?
Institutional interest in DWAS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.