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 114 institutions that hold shares in the stock, with a total of 9.39 Million shares, which have been reported (via 13F filing form) to have a value of $730 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
2,384
shares
|
$185,260
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
2,372
shares
|
$184,328
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,329
shares
|
$180,986
0.09% of portfolio
|
Q2 2022
Added 95.06%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,165
shares
|
$168,242
0.01% of portfolio
|
Q4 2024
Added 103.86%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
2,039
shares
|
$158,450
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,900
shares
|
$147,649
0.01% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,700
shares
|
$132,107
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,469
shares
|
$114,155
0.0% of portfolio
|
Q4 2024
Reduced 26.55%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,063
shares
|
$82,605
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,023
shares
|
$79,497
0.0% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
912
shares
|
$70,871
0.02% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
850
shares
|
$66,053
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
702
shares
|
$54,552
0.0% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
436
shares
|
$33,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
430
shares
|
$33,415
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
425
shares
|
$33,026
0.0% of portfolio
|
Q3 2019
Added 48.24%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
404
shares
|
$31,394
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
389
shares
|
$30,229
0.0% of portfolio
|
Q4 2024
Added 144.65%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
300
shares
|
$23,312
0.0% of portfolio
|
Q3 2021
Reduced 69.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
299
shares
|
$23,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
296
shares
|
$23,002
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
283
shares
|
$21,991
0.01% of portfolio
|
Q1 2024
Added 21.46%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
254
shares
|
$19,738
0.0% of portfolio
|
Q2 2024
Added 5.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
250
shares
|
$19,427
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
206
shares
|
$16,008
0.0% of portfolio
|
Q4 2024
New holding
|