Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.3K+ 89.87% |
$2.97M - $3.67M
|
91.4K
$8.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28.3K+ 25.05% |
$1.94M - $2.4M
|
141K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.5KNew |
$652K - $806K
|
9.5K
$896K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.48K+ 28.07% |
$651K - $804K
|
43.3K
$4.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.34KNew |
$298K - $368K
|
4.34K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.78K+ 10.37% |
$259K - $321K
|
40.2K
$3.79M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.47K+ 29.96% |
$238K - $294K
|
15K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.32KNew |
$228K - $282K
|
3.32K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.23K+ 11.22% |
$222K - $274K
|
32K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.1K+ 13.18% |
$213K - $263K
|
26.7K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.43KNew |
$167K - $206K
|
2.43K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.41KNew |
$166K - $205K
|
2.41K
$227K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.21K+ 19.95% |
$152K - $187K
|
13.3K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.96K+ 53.04% |
$135K - $166K
|
5.66K
$533K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.68K+ 28.48% |
$115K - $143K
|
7.58K
$714K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.17K+ 4.82% |
$80.5K - $99.5K
|
25.5K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
767+ 28.74% |
$52.7K - $65.1K
|
3.44K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
599+ 1.92% |
$41.1K - $50.8K
|
31.9K
$3M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
432New |
$29.7K - $36.7K
|
432
$40.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
380+ 10.11% |
$26.1K - $32.2K
|
4.14K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
374+ 13.64% |
$25.7K - $31.7K
|
3.12K
$294K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
340+ 3.55% |
$23.4K - $28.9K
|
9.93K
$936K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
306New |
$21K - $26K
|
306
$28.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
255New |
$17.5K - $21.6K
|
255
$24K
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
BUY
|
- |
254+ 0.46% |
$17.4K - $21.6K
|
55.3K
$5.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
147New |
$10.1K - $12.5K
|
147
$13.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
134+ 1.62% |
$9.2K - $11.4K
|
8.39K
$791K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
117+ 32.59% |
$8.04K - $9.93K
|
476
$44.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23New |
$1.58K - $1.95K
|
23
$2.17K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
17+ 8.33% |
$1.17K - $1.44K
|
221
$20.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.18% |
$137 - $170
|
1.12K
$106K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
1+ 0.02% |
$68.7 - $84.9
|
4.01K
$378K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.01% |
$68.7 - $84.9
|
9.43K
$889K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$68.7 - $84.9
|
7.47K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14- 0.4% |
$962 - $1.19K
|
3.52K
$332K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 0.03% |
$1.03K - $1.27K
|
47.3K
$4.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-16- 12.21% |
$1.1K - $1.36K
|
115
$10.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-84- 56.76% |
$5.77K - $7.13K
|
64
$6.03K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-86- 2.14% |
$5.91K - $7.3K
|
3.94K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-115- 6.05% |
$7.9K - $9.76K
|
1.79K
$168K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-131- 72.38% |
$9K - $11.1K
|
50
$4.71K
|
|
|
Jul 22, 2025
Q2 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-250- 4.39% |
$17.2K - $21.2K
|
5.45K
$514K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-330- 11.71% |
$22.7K - $28K
|
2.49K
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-500- 3.08% |
$34.3K - $42.4K
|
15.7K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-649- 1.01% |
$44.6K - $55.1K
|
63.4K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-720- 16.19% |
$49.4K - $61.1K
|
3.73K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-735- 17.82% |
$50.5K - $62.4K
|
3.39K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-987- 5.83% |
$67.8K - $83.8K
|
16K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.01K- 4.33% |
$69.2K - $85.5K
|
22.2K
$2.1M
|