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 8.71 Million shares, which have been reported (via 13F filing form) to have a value of $895 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,117,302
shares
|
$629 Million
1.28% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
366,462
shares
|
$37.7 Million
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,945
shares
|
$25.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
225,441
shares
|
$23.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
208,234
shares
|
$21.4 Million
0.0% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
184,982
shares
|
$19 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
178,746
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
106,966
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
80,311
shares
|
$8.25 Million
0.01% of portfolio
|
Q3 2024
Added 170.74%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
73,771
shares
|
$7.58 Million
0.03% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
70,503
shares
|
$7.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
48,196
shares
|
$4.95 Million
2.46% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
44,622
shares
|
$4.59 Million
0.0% of portfolio
|
Q3 2024
Added 59.04%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
42,642
shares
|
$4.38 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
39,414
shares
|
$4.05 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
37,219
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
36,721
shares
|
$3.77 Million
0.05% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
32,416
shares
|
$3.33 Million
1.14% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
30,810
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
28,685
shares
|
$2.95 Million
0.07% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
27,982
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
27,029
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Added 49.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
24,562
shares
|
$2.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,414
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 22.77%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
23,005
shares
|
$2.36 Million
0.29% of portfolio
|
Q3 2024
Added 0.75%
|