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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Raymond James Financial IncBuy+67,676—67,676$6.55MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+9,085—9,085$879.11KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+4,551—4,551$440.38KQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+3,112—3,112$301.13KQ4 2025Feb 18, 2026
Royal Bank Of CanadaBuy+133,783—133,783$12.95MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+111,967—111,967$10.83MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+18,401—18,401$1.78MQ4 2025Feb 17, 2026
Snowden Capital Advisors LlcBuy+13,642—13,642$1.32MQ4 2025Feb 17, 2026
Quantinno Capital Management LpBuy+9,091—9,091$879.69KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+8,508—8,508$823.28KQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+7,441—7,441$720.00KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+6,815—6,815$659.77KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+4,386—4,386$424.41KQ4 2025Feb 17, 2026
Creative PlanningBuy+3,863—3,863$373.80KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+3,206—3,206$310.23KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+2,550—2,550$246.66KQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+2,457—2,457$237.75KQ4 2025Feb 17, 2026
Fmr LlcBuy+1,921—1,921$185.87KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+1,001—1,001$96.87KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+461—461$44.61KQ4 2025Feb 17, 2026
Fwl Investment Management, LlcBuy+332—332$32.16KQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+96—96$9.29KQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+2—2$194.00Q4 2025Feb 17, 2026
Morgan StanleyBuy+326,941—326,941$31.64MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+127,364—127,364$12.32MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+111,635—111,635$10.80MQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+31,263—31,263$3.03MQ4 2025Feb 13, 2026
Biondo Investment Advisors, LlcBuy+27,608—27,608$2.67MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+11,661—11,661$1.13MQ4 2025Feb 13, 2026
Morganrosel Wealth Management, LlcBuy+8,340—8,340$807.02KQ4 2025Feb 13, 2026
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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.