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 102 institutions that hold shares in the stock, with a total of 8.76 Million shares, which have been reported (via 13F filing form) to have a value of $803 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
850
shares
|
$78,497
0.0% of portfolio
|
Q3 2022
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
722
shares
|
$66,676
0.0% of portfolio
|
Q2 2024
Added 1504.44%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
702
shares
|
$64,829
0.0% of portfolio
|
Q4 2022
Added 0.14%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
450
shares
|
$41,557
0.0% of portfolio
|
Q3 2023
Reduced 6.83%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
430
shares
|
$39,710
0.01% of portfolio
|
Q3 2020
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
425
shares
|
$39,248
0.0% of portfolio
|
Q3 2019
Added 48.24%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
404
shares
|
$37,309
0.0% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
394
shares
|
$36,385
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
368
shares
|
$33,984
0.0% of portfolio
|
Q1 2024
New holding
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
366
shares
|
$33,800
0.0% of portfolio
|
Q2 2022
Reduced 28.52%
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
300
shares
|
$27,705
0.0% of portfolio
|
Q3 2021
Reduced 69.67%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
283
shares
|
$26,135
0.01% of portfolio
|
Q1 2024
Added 21.46%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
254
shares
|
$23,456
0.0% of portfolio
|
Q2 2024
Added 5.83%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
250
shares
|
$23,087
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
200
shares
|
$18,470
0.0% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
163
shares
|
$15,053
0.0% of portfolio
|
Q2 2024
Added 13.19%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
152
shares
|
$14,037
0.0% of portfolio
|
Q4 2021
New holding
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jul 25, 2024 Q2 2024 |
140
shares
|
$12,929
0.01% of portfolio
|
Q2 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
134
shares
|
$12,374
0.0% of portfolio
|
Q1 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
75
shares
|
$6,926
0.0% of portfolio
|
Q4 2023
Reduced 34.78%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
50
shares
|
$4,617
0.0% of portfolio
|
Q3 2022
Reduced 75.0%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
44
shares
|
$4,063
0.0% of portfolio
|
Q3 2019
Reduced 98.53%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
35
shares
|
$3,232
0.0% of portfolio
|
Q1 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
11
shares
|
$1,015
0.0% of portfolio
|
Q2 2024
Reduced 91.85%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
8
shares
|
$738
0.0% of portfolio
|
Q2 2024
New holding
|