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 107 institutions that hold shares in the stock, with a total of 6.56 Million shares, which have been reported (via 13F filing form) to have a value of $604 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,389,816
shares
|
$404 Million
0.66% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
312,470
shares
|
$28.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,945
shares
|
$23.1 Million
0.01% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
150,002
shares
|
$13.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
136,343
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
129,263
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
125,844
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2025
Added 37.71%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
110,670
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
100,585
shares
|
$9.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
85,978
shares
|
$7.92 Million
0.01% of portfolio
|
Q3 2025
Added 286.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
67,139
shares
|
$6.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.5%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
55,707
shares
|
$5.13 Million
1.75% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
45,004
shares
|
$4.15 Million
1.91% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,564
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
31,685
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
31,157
shares
|
$2.87 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
27,180
shares
|
$2.5 Million
0.17% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
26,801
shares
|
$2.47 Million
0.31% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
24,872
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
24,603
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 61.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,414
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 22.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
20,398
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
15,970
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
15,731
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
15,639
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2025
Reduced 63.85%
|
|