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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.19K- 9.32% |
$90.7K - $114K
|
11.6K
$952K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.29K- 4.51% |
$98K - $123K
|
27.2K
$2.24M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 15.55% |
$116K - $145K
|
8.25K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.54K- 6.99% |
$117K - $147K
|
20.5K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.76K- 28.32% |
$134K - $168K
|
4.45K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1.8K- 16.0% |
$137K - $171K
|
9.43K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.8K- 41.11% |
$137K - $172K
|
2.58K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.04K- 1.1% |
$156K - $195K
|
183K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.24K- 11.7% |
$171K - $214K
|
16.9K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.59K- 13.37% |
$350K - $438K
|
29.8K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.96K- 41.82% |
$607K - $759K
|
11.1K
$911K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.1K- 13.57% |
$767K - $959K
|
64.1K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-15K- 66.7% |
$1.14M - $1.43M
|
7.48K
$615K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.2K- 44.3% |
$1.16M - $1.45M
|
19.1K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22K- 5.69% |
$1.68M - $2.1M
|
364K
$30M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.6K- 12.38% |
$1.88M - $2.35M
|
174K
$14.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-49.5K- 64.78% |
$3.77M - $4.72M
|
26.9K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-49.5K- 57.59% |
$3.77M - $4.72M
|
36.4K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.7K- 21.42% |
$4.17M - $5.22M
|
201K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-55.3K- 20.22% |
$4.22M - $5.27M
|
218K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57.8K- 28.29% |
$4.41M - $5.52M
|
147K
$12.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-142K- 99.75% |
$10.9M - $13.6M
|
359
$29.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.24M- 34.78% |
$171M - $214M
|
4.2M
$346M
|