Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
142K+ 32640.37% |
$10.8M - $13.6M
|
143K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
52.6K+ 2155.55% |
$4.01M - $5.02M
|
55.1K
$4.53M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.1KNew |
$3.67M - $4.59M
|
48.1K
$3.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.1K+ 6044.82% |
$1.38M - $1.72M
|
18.4K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$962K - $1.2M
|
12.6K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.66K+ 17.95% |
$508K - $635K
|
43.8K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.07KNew |
$387K - $484K
|
5.07K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4.94K+ 43.7% |
$376K - $471K
|
16.2K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.3K+ 35.25% |
$328K - $410K
|
16.5K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.7KNew |
$282K - $353K
|
3.7K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.49K+ 17.66% |
$266K - $333K
|
23.2K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.38K+ 3.08% |
$257K - $322K
|
113K
$9.29M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.34K+ 119.23% |
$254K - $318K
|
6.13K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.29K+ 41.35% |
$251K - $314K
|
11.3K
$926K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.84K+ 13.69% |
$216K - $271K
|
23.5K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.67K+ 97.48% |
$204K - $255K
|
5.42K
$446K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.91K+ 24.22% |
$145K - $182K
|
9.77K
$804K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.46K+ 32.92% |
$111K - $139K
|
5.9K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 11.74% |
$110K - $138K
|
13.8K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
918New |
$70K - $87.6K
|
918
$75.5K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
708+ 7.91% |
$54K - $67.6K
|
9.66K
$795K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
504+ 23.28% |
$38.4K - $48.1K
|
2.67K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
447+ 1.87% |
$34.1K - $42.6K
|
24.3K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
396+ 1.91% |
$30.2K - $37.8K
|
21.1K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
358+ 15.02% |
$27.3K - $34.2K
|
2.74K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
292+ 11.56% |
$22.3K - $27.9K
|
2.82K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
204New |
$15.6K - $19.5K
|
204
$16.8K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
190New |
$14.5K - $18.1K
|
190
$15.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
160+ 2.89% |
$12.2K - $15.3K
|
5.7K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
155+ 9.12% |
$11.8K - $14.8K
|
1.86K
$153K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
150New |
$11.4K - $14.3K
|
150
$12.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
98+ 9.58% |
$7.47K - $9.35K
|
1.12K
$92.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 0.86% |
$2.44K - $3.05K
|
3.76K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 1.16% |
$1.3K - $1.62K
|
1.49K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.4% |
$1.07K - $1.34K
|
3.53K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10+ 0.07% |
$762 - $954
|
15K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
3+ 0.07% |
$229 - $286
|
4.01K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-60- 2.25% |
$4.57K - $5.72K
|
2.61K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-72- 17.82% |
$5.49K - $6.87K
|
332
$27.3K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-175- 5.99% |
$13.3K - $16.7K
|
2.75K
$226K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-237- 5.43% |
$18.1K - $22.6K
|
4.13K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-299- 76.86% |
$22.8K - $28.5K
|
90
$7.4K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-341- 0.72% |
$26K - $32.5K
|
47.3K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-416- 4.32% |
$31.7K - $39.7K
|
9.22K
$759K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-438- 8.75% |
$33.4K - $41.8K
|
4.57K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-595- 1.87% |
$45.4K - $56.8K
|
31.3K
$2.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-604- 13.05% |
$46K - $57.6K
|
4.02K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-639- 7.02% |
$48.7K - $61K
|
8.47K
$696K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-905- 19.05% |
$69K - $86.3K
|
3.85K
$316K
|