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 104 institutions that hold shares in the stock, with a total of 7 Million shares, which have been reported (via 13F filing form) to have a value of $564 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,202,898
shares
|
$339 Million
0.67% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
364,443
shares
|
$29.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,945
shares
|
$20.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
218,138
shares
|
$17.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
200,681
shares
|
$16.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
182,694
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
174,202
shares
|
$14 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
146,626
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.29%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
142,748
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Added 32640.37%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
112,968
shares
|
$9.1 Million
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
64,064
shares
|
$5.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
55,058
shares
|
$4.44 Million
1.54% of portfolio
|
Q1 2025
Added 2155.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
48,131
shares
|
$3.88 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
47,271
shares
|
$3.81 Million
2.22% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
43,750
shares
|
$3.52 Million
0.05% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,564
shares
|
$3.19 Million
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
36,434
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.59%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
33,778
shares
|
$2.72 Million
0.26% of portfolio
|
Q4 2024
Added 507.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
31,264
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
29,761
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
28,785
shares
|
$2.32 Million
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
27,214
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
26,895
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 64.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,414
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Added 22.77%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
24,308
shares
|
$1.96 Million
0.27% of portfolio
|
Q1 2025
Added 1.87%
|