Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Dwa Smallcap (DWAS) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II DWA SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
466K+ 9.14% |
$37.5M - $42.5M
|
5.57M
$547M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
200K+ 762.72% |
$16.1M - $18.2M
|
226K
$22.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 79.78% |
$9.79M - $11.1M
|
275K
$27M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.1K+ 63.93% |
$2.58M - $2.93M
|
82.4K
$8.09M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30K+ 9.25% |
$2.41M - $2.74M
|
355K
$34.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30K+ 9.25% |
$2.41M - $2.74M
|
355K
$34.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
25K+ 91.0% |
$2M - $2.27M
|
52.4K
$5.15M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.4KNew |
$1.56M - $1.77M
|
19.4K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
16.6K+ 27.2% |
$1.34M - $1.52M
|
77.9K
$7.65M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.5KNew |
$1.32M - $1.5M
|
16.5K
$1.62M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 6.14% |
$969K - $1.1M
|
209K
$20.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.62K+ 57.57% |
$532K - $603K
|
18.1K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.01K+ 135.83% |
$483K - $548K
|
10.4K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.51KNew |
$443K - $502K
|
5.51K
$541K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.46KNew |
$438K - $497K
|
5.46K
$536K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.32K+ 39.8% |
$428K - $485K
|
18.7K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.95K+ 75.28% |
$398K - $451K
|
11.5K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4.94KNew |
$396K - $450K
|
4.94K
$485K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.9K+ 9.34% |
$394K - $447K
|
57.4K
$5.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.07KNew |
$327K - $371K
|
4.07K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.6KNew |
$289K - $328K
|
3.6K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.51K+ 2.1% |
$282K - $320K
|
170K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.38KNew |
$191K - $217K
|
2.38K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.35K+ 47.68% |
$189K - $214K
|
7.29K
$716K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.23KNew |
$179K - $203K
|
2.23K
$219K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.88KNew |
$151K - $171K
|
1.88K
$185K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
1.85K+ 862.15% |
$148K - $168K
|
2.06K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.76K+ 6.91% |
$141K - $160K
|
27.2K
$2.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38K+ 3.44% |
$111K - $126K
|
41.5K
$4.08M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.3K+ 42.27% |
$105K - $119K
|
4.38K
$430K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
761+ 4.02% |
$61.1K - $69.3K
|
19.7K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
666+ 17.31% |
$53.5K - $60.7K
|
4.51K
$443K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
599+ 3.56% |
$48.1K - $54.6K
|
17.4K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
587+ 21.23% |
$47.2K - $53.5K
|
3.35K
$329K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
565+ 5.88% |
$45.4K - $51.5K
|
10.2K
$999K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
400+ 24.24% |
$32.1K - $36.4K
|
2.05K
$201K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
374+ 6.56% |
$30K - $34.1K
|
6.08K
$597K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
368New |
$29.6K - $33.5K
|
368
$36.2K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
270+ 1.23% |
$21.7K - $24.6K
|
22.2K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
255+ 1.66% |
$20.5K - $23.2K
|
15.6K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
250+ 2.21% |
$20.1K - $22.8K
|
11.6K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
250New |
$20.1K - $22.8K
|
250
$24.6K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
231+ 2.84% |
$18.6K - $21K
|
8.35K
$821K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$16.1K - $18.2K
|
200
$19.7K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
134New |
$10.8K - $12.2K
|
134
$13.2K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
89+ 1.29% |
$7.15K - $8.11K
|
7.01K
$689K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60+ 0.21% |
$4.82K - $5.47K
|
28.5K
$2.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 21.46% |
$4.02K - $4.55K
|
283
$27.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45New |
$3.61K - $4.1K
|
45
$4.42K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35New |
$2.81K - $3.19K
|
35
$3.44K
|