Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Dwa Smallcap (DWAS) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II DWA SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.21MNew |
$156M - $176M
|
2.21M
$188M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.1K+ 22.31% |
$2.26M - $2.54M
|
176K
$15M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.5K+ 70.77% |
$2.15M - $2.42M
|
73.6K
$6.26M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.81KNew |
$480K - $540K
|
6.81K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.63K+ 2.37% |
$467K - $526K
|
287K
$24.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6K+ 16.96% |
$423K - $476K
|
41.3K
$3.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.98K+ 25.57% |
$421K - $474K
|
29.4K
$2.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.53KNew |
$319K - $359K
|
4.53K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.1KNew |
$289K - $326K
|
4.1K
$349K
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.7KNew |
$261K - $294K
|
3.7K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.45K+ 59.24% |
$243K - $274K
|
9.28K
$790K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.41K+ 1.92% |
$240K - $270K
|
181K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.28K+ 19.48% |
$231K - $260K
|
20.1K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.92KNew |
$206K - $232K
|
2.92K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.29K+ 25.15% |
$161K - $181K
|
11.4K
$968K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.02K+ 24.47% |
$142K - $160K
|
10.3K
$875K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.02K+ 4.72% |
$142K - $160K
|
44.8K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.55K+ 0.5% |
$109K - $123K
|
313K
$26.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.36K+ 0.52% |
$96.1K - $108K
|
261K
$22.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1K+ 16.11% |
$77.7K - $87.4K
|
7.94K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
948+ 18.46% |
$66.8K - $75.2K
|
6.08K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
920+ 8.66% |
$64.9K - $73K
|
11.5K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
851+ 3.89% |
$60K - $67.5K
|
22.7K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
698+ 3.34% |
$49.2K - $55.4K
|
21.6K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
632+ 4.86% |
$44.5K - $50.1K
|
13.6K
$1.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
613+ 1.06% |
$43.2K - $48.6K
|
58.3K
$4.96M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
597New |
$42.1K - $47.4K
|
597
$50.8K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
360+ 2.77% |
$25.4K - $28.6K
|
13.3K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
269+ 3.99% |
$19K - $21.3K
|
7.02K
$597K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
230+ 47.33% |
$16.2K - $18.2K
|
716
$60.9K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
146+ 1.23% |
$10.3K - $11.6K
|
12K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
130+ 40.63% |
$9.16K - $10.3K
|
450
$38.3K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
120+ 0.6% |
$8.46K - $9.52K
|
20.2K
$1.72M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
115New |
$8.11K - $9.12K
|
115
$9.78K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
100+ 6.9% |
$7.05K - $7.93K
|
1.55K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
77+ 2.77% |
$5.43K - $6.11K
|
2.86K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71New |
$5K - $5.63K
|
71
$6.04K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
65+ 3.07% |
$4.58K - $5.16K
|
2.18K
$186K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
46+ 0.4% |
$3.24K - $3.65K
|
11.5K
$974K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.05% |
$3.03K - $3.41K
|
4.14K
$352K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
20+ 0.23% |
$1.41K - $1.59K
|
8.85K
$753K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.88% |
$2.82K - $3.17K
|
4.5K
$383K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-45- 1.07% |
$3.17K - $3.57K
|
4.16K
$354K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-57- 1.55% |
$4.02K - $4.52K
|
3.63K
$309K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-61- 1.16% |
$4.3K - $4.84K
|
5.18K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-67- 68.37% |
$4.72K - $5.32K
|
31
$2.64K
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-69- 0.39% |
$4.86K - $5.47K
|
17.5K
$1.49M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-111- 0.67% |
$7.82K - $8.81K
|
16.4K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-111- 0.67% |
$7.82K - $8.81K
|
16.4K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-121- 10.28% |
$8.53K - $9.6K
|
1.06K
$89.8K
|
|