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 102 institutions that hold shares in the stock, with a total of 8.76 Million shares, which have been reported (via 13F filing form) to have a value of $762 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
6,003,788
shares
|
$522 Million
1.27% of portfolio
|
Q2 2024
Added 7.85%
|
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
373,817
shares
|
$32.5 Million
2.86% of portfolio
|
Q2 2024
Added 65.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
362,383
shares
|
$31.5 Million
0.0% of portfolio
|
Q1 2024
Added 9.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
246,715
shares
|
$21.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
246,169
shares
|
$21.4 Million
0.01% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
196,658
shares
|
$17.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
171,731
shares
|
$14.9 Million
0.0% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
171,214
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2024
Added 8.15%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
102,769
shares
|
$8.94 Million
0.0% of portfolio
|
Q2 2024
Added 32.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
74,795
shares
|
$6.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.21%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
65,691
shares
|
$5.71 Million
0.03% of portfolio
|
Q2 2024
Added 14.47%
|
|
|
High Mark Wealth Management LLC
|
Jul 29, 2024 Q2 2024 |
48,777
shares
|
$4.24 Million
2.51% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
43,214
shares
|
$3.76 Million
0.81% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
41,456
shares
|
$3.61 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
35,134
shares
|
$3.06 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
31,580
shares
|
$2.75 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
29,663
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2024
Added 9.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
29,615
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2024
Added 8.83%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
28,057
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
27,679
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
27,420
shares
|
$2.38 Million
0.07% of portfolio
|
Q1 2024
Added 91.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
26,145
shares
|
$2.27 Million
0.04% of portfolio
|
Q2 2024
Added 58.59%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 13, 2024 Q2 2024 |
22,834
shares
|
$1.99 Million
0.29% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
19,886
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
18,634
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.14%
|