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 106 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $570 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
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
16,784
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,702
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,954
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
15,730
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
15,044
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 29.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,004
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
13,282
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
13,149
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,137
shares
|
$1.03 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
|
$907,188
0.58% of portfolio
|
Q1 2023
Reduced 19.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,585
shares
|
$816,546
0.0% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,500
shares
|
$809,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,456
shares
|
$805,556
0.0% of portfolio
|
Q2 2025
Reduced 42.63%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
9,432
shares
|
$803,512
0.33% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,223
shares
|
$785,707
0.01% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,552
shares
|
$728,544
0.0% of portfolio
|
Q2 2025
Reduced 68.2%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,254
shares
|
$703,158
0.02% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,579
shares
|
$645,655
0.18% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
7,474
shares
|
$636,710
0.09% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,091
shares
|
$518,892
0.3% of portfolio
|
Q4 2023
Reduced 22.39%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,655
shares
|
$481,749
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
|
$464,115
0.48% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
5,392
shares
|
$459,344
0.05% of portfolio
|
Q2 2025
Reduced 36.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,680
shares
|
$398,689
0.01% of portfolio
|
Q2 2025
Reduced 65.97%
|