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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,899
shares
|
$475,223
0.15% of portfolio
|
Q1 2025
Added 32.92%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
5,698
shares
|
$459,030
0.5% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
5,417
shares
|
$436,393
0.0% of portfolio
|
Q1 2025
Added 97.48%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,070
shares
|
$408,439
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
4,569
shares
|
$368,078
0.01% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,448
shares
|
$358,330
0.0% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,226
shares
|
$340,446
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,125
shares
|
$332,310
0.0% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,024
shares
|
$324,173
0.0% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
4,006
shares
|
$322,723
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,845
shares
|
$309,753
0.01% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
3,760
shares
|
$302,905
0.07% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,704
shares
|
$298,394
0.0% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,695
shares
|
$297,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
3,557
shares
|
$286,551
0.0% of portfolio
|
Q4 2023
Added 6.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,534
shares
|
$284,699
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,824
shares
|
$227,501
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
2,817
shares
|
$226,937
0.02% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
2,746
shares
|
$221,217
0.04% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,742
shares
|
$220,895
0.01% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,669
shares
|
$215,014
0.01% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
2,610
shares
|
$210,261
0.2% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,579
shares
|
$207,764
0.0% of portfolio
|
Q1 2025
Reduced 41.11%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,550
shares
|
$205,428
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,329
shares
|
$187,624
0.07% of portfolio
|
Q2 2022
Added 95.06%
|