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 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $615 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
19,723
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
16,784
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,954
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
15,731
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
15,044
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Added 29.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,004
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,711
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
13,149
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,137
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
10,649
shares
|
$1 Million
0.58% of portfolio
|
Q1 2023
Reduced 19.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
10,454
shares
|
$985,498
0.01% of portfolio
|
Q3 2025
Reduced 37.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
9,925
shares
|
$935,629
0.0% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,500
shares
|
$895,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,456
shares
|
$891,417
0.0% of portfolio
|
Q2 2025
Reduced 42.63%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
9,432
shares
|
$889,154
0.34% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,223
shares
|
$869,452
0.01% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,421
shares
|
$793,847
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,023
shares
|
$756,328
0.0% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,748
shares
|
$730,403
0.2% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
7,473
shares
|
$704,479
0.09% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,091
shares
|
$574,198
0.3% of portfolio
|
Q4 2023
Reduced 22.39%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,655
shares
|
$533,096
0.0% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
5,448
shares
|
$513,582
0.48% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
5,392
shares
|
$508,303
0.05% of portfolio
|
Q2 2025
Reduced 36.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,680
shares
|
$441,183
0.01% of portfolio
|
Q2 2025
Reduced 65.97%
|