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 103 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $556 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,154,304
shares
|
$354 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
340,583
shares
|
$29 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,945
shares
|
$21.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
155,818
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
144,875
shares
|
$12.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
141,663
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
141,263
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
135,511
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
92,603
shares
|
$7.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 57.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
91,386
shares
|
$7.79 Million
0.0% of portfolio
|
Q2 2025
Added 89.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
63,415
shares
|
$5.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
55,312
shares
|
$4.71 Million
1.63% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
47,256
shares
|
$4.03 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
43,258
shares
|
$3.69 Million
0.16% of portfolio
|
Q2 2025
Added 28.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
40,211
shares
|
$3.43 Million
0.0% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,564
shares
|
$3.37 Million
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
32,015
shares
|
$2.73 Million
0.05% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,863
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
26,650
shares
|
$2.27 Million
0.17% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
25,932
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
25,480
shares
|
$2.17 Million
0.29% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,414
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 22.77%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
22,548
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
22,227
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
21,321
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.27%
|