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 101 institutions that hold shares in the stock, with a total of 8.67 Million shares, which have been reported (via 13F filing form) to have a value of $836 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
5,004
shares
|
$482,435
0.01% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
4,935
shares
|
$475,783
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,379
shares
|
$422,179
0.0% of portfolio
|
Q2 2024
Reduced 5.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,226
shares
|
$407,428
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,151
shares
|
$400,197
0.01% of portfolio
|
Q3 2024
Added 28.47%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,066
shares
|
$392,003
0.13% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
4,000
shares
|
$385,640
0.06% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,981
shares
|
$383,808
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,704
shares
|
$357,102
0.0% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
3,594
shares
|
$346,497
0.09% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
3,557
shares
|
$342,930
0.0% of portfolio
|
Q4 2023
Added 6.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,520
shares
|
$339,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,824
shares
|
$272,261
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
2,574
shares
|
$248,159
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
2,562
shares
|
$247,002
0.04% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,550
shares
|
$245,845
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,496
shares
|
$240,639
0.0% of portfolio
|
Q3 2024
Reduced 22.39%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
2,329
shares
|
$224,538
0.09% of portfolio
|
Q2 2022
Added 95.06%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
2,073
shares
|
$199,857
0.06% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
2,039
shares
|
$196,579
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$192,820
0.01% of portfolio
|
Q3 2024
Reduced 88.79%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,900
shares
|
$183,179
0.01% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,062
shares
|
$102,387
0.03% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
850
shares
|
$81,948
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
807
shares
|
$77,802
0.0% of portfolio
|
Q3 2024
Reduced 18.4%
|