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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,900
shares
|
$153,064
0.0% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,855
shares
|
$149,438
0.07% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,486
shares
|
$119,712
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,121
shares
|
$90,307
0.0% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
918
shares
|
$73,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
912
shares
|
$73,470
0.01% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
850
shares
|
$68,476
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
702
shares
|
$56,553
0.0% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
430
shares
|
$34,640
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
425
shares
|
$34,238
0.0% of portfolio
|
Q3 2019
Added 48.24%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
332
shares
|
$26,745
0.01% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
300
shares
|
$24,168
0.0% of portfolio
|
Q3 2021
Reduced 69.67%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
283
shares
|
$22,798
0.01% of portfolio
|
Q1 2024
Added 21.46%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
250
shares
|
$20,140
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
206
shares
|
$16,595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
204
shares
|
$16,434
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
200
shares
|
$16,112
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
190
shares
|
$15,306
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
181
shares
|
$14,581
0.0% of portfolio
|
Q3 2024
Added 262.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
150
shares
|
$12,084
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
148
shares
|
$11,922
0.0% of portfolio
|
Q4 2024
Reduced 99.54%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
131
shares
|
$10,553
0.0% of portfolio
|
Q3 2024
Reduced 19.63%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
108
shares
|
$8,700
0.0% of portfolio
|
Q3 2024
Reduced 28.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
90
shares
|
$7,250
0.0% of portfolio
|
Q1 2025
Reduced 76.86%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
66
shares
|
$5,316
0.0% of portfolio
|
Q4 2024
Reduced 82.16%
|