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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
912
shares
|
$77,693
0.01% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
850
shares
|
$72,411
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
702
shares
|
$59,803
0.0% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
476
shares
|
$40,550
0.0% of portfolio
|
Q2 2025
Added 32.59%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
432
shares
|
$36,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
430
shares
|
$36,631
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
425
shares
|
$36,205
0.0% of portfolio
|
Q3 2019
Added 48.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
377
shares
|
$32,116
0.0% of portfolio
|
Q2 2025
Reduced 74.63%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
332
shares
|
$28,283
0.01% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
306
shares
|
$26,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
300
shares
|
$25,557
0.0% of portfolio
|
Q3 2021
Reduced 69.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
255
shares
|
$21,723
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
221
shares
|
$18,826
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
200
shares
|
$17,038
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
200
shares
|
$17,038
0.01% of portfolio
|
Q2 2025
Reduced 89.22%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
147
shares
|
$12,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
115
shares
|
$9,796
0.0% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
108
shares
|
$9,200
0.0% of portfolio
|
Q3 2024
Reduced 28.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
90
shares
|
$7,667
0.0% of portfolio
|
Q1 2025
Reduced 76.86%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
66
shares
|
$5,622
0.0% of portfolio
|
Q4 2024
Reduced 82.16%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
64
shares
|
$5,452
0.0% of portfolio
|
Q2 2025
Reduced 56.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
50
shares
|
$4,259
0.0% of portfolio
|
Q2 2025
Reduced 72.38%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
44
shares
|
$3,748
0.0% of portfolio
|
Q3 2019
Reduced 98.53%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
37
shares
|
$3,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
23
shares
|
$1,959
0.0% of portfolio
|
Q2 2025
New holding
|