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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
912
shares
|
$85,974
0.01% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
850
shares
|
$80,129
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
702
shares
|
$66,177
0.0% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
476
shares
|
$44,872
0.0% of portfolio
|
Q2 2025
Added 32.59%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
432
shares
|
$40,724
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
430
shares
|
$40,536
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
425
shares
|
$40,064
0.0% of portfolio
|
Q3 2019
Added 48.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
377
shares
|
$35,539
0.0% of portfolio
|
Q2 2025
Reduced 74.63%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
332
shares
|
$31,297
0.01% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
306
shares
|
$28,846
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
300
shares
|
$28,281
0.0% of portfolio
|
Q3 2021
Reduced 69.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
255
shares
|
$24,038
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
250
shares
|
$23,567
0.01% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
221
shares
|
$20,833
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
200
shares
|
$18,854
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
115
shares
|
$10,841
0.0% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
108
shares
|
$10,181
0.0% of portfolio
|
Q3 2024
Reduced 28.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
90
shares
|
$8,484
0.0% of portfolio
|
Q1 2025
Reduced 76.86%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
66
shares
|
$6,221
0.0% of portfolio
|
Q4 2024
Reduced 82.16%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
64
shares
|
$6,033
0.0% of portfolio
|
Q2 2025
Reduced 56.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
50
shares
|
$4,713
0.0% of portfolio
|
Q2 2025
Reduced 72.38%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
44
shares
|
$4,147
0.0% of portfolio
|
Q3 2019
Reduced 98.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
37
shares
|
$3,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
23
shares
|
$2,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
8
shares
|
$754
0.0% of portfolio
|
Q2 2024
New holding
|