Institutional Ownership Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Dwa Smallcap (DWAS). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 9.06 Million shares, which have been reported (via 13F filing form) to have a value of $783 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
6,117,134
shares
|
$529 Million
1.21% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
386,420
shares
|
$33.4 Million
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
273,424
shares
|
$23.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
255,378
shares
|
$22.1 Million
0.01% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,945
shares
|
$21.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
204,464
shares
|
$17.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
198,821
shares
|
$17.2 Million
0.01% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
184,734
shares
|
$16 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
109,593
shares
|
$9.47 Million
0.0% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
85,913
shares
|
$7.43 Million
0.01% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
76,369
shares
|
$6.6 Million
0.03% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
74,120
shares
|
$6.41 Million
0.02% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
47,612
shares
|
$4.12 Million
2.52% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,564
shares
|
$3.42 Million
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
37,093
shares
|
$3.21 Million
0.05% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
34,355
shares
|
$2.97 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
34,285
shares
|
$2.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
33,778
shares
|
$2.92 Million
0.26% of portfolio
|
Q4 2024
Added 507.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
31,859
shares
|
$2.75 Million
0.01% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
28,785
shares
|
$2.49 Million
0.06% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
28,499
shares
|
$2.46 Million
0.01% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,414
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 22.77%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
23,861
shares
|
$2.06 Million
0.3% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
22,445
shares
|
$1.94 Million
0.31% of portfolio
|
Q4 2024
Added 27.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
22,035
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.29%
|