Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 27.33% |
$8.43M - $10M
|
469K
$43.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.1K+ 44.22% |
$5.37M - $6.39M
|
209K
$19.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.8KNew |
$1.74M - $2.07M
|
20.8K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16.4KNew |
$1.37M - $1.63M
|
16.4K
$1.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.9K+ 1269.76% |
$999K - $1.19M
|
12.9K
$1.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.6K+ 1119.37% |
$891K - $1.06M
|
11.6K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.31K+ 195.51% |
$781K - $930K
|
14.1K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.22K+ 1.58% |
$773K - $921K
|
595K
$55.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
8.48K+ 784.01% |
$711K - $847K
|
9.57K
$886K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.97K+ 2.92% |
$668K - $795K
|
281K
$26M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.69KNew |
$644K - $768K
|
7.69K
$712K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.3KNew |
$528K - $629K
|
6.3K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
5.72KNew |
$479K - $571K
|
5.72K
$530K
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
5.35KNew |
$448K - $534K
|
5.35K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.81K+ 47.89% |
$403K - $481K
|
14.9K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.92KNew |
$329K - $392K
|
3.92K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.7KNew |
$310K - $369K
|
3.7K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.58KNew |
$300K - $358K
|
3.58K
$332K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
3.12K+ 107.22% |
$261K - $311K
|
6.03K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.84K+ 8.25% |
$238K - $284K
|
37.3K
$3.45M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.75KNew |
$230K - $275K
|
2.75K
$255K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.66KNew |
$223K - $266K
|
2.66K
$247K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.5KNew |
$210K - $250K
|
2.5K
$232K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.37KNew |
$199K - $237K
|
2.37K
$220K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.29K+ 20.06% |
$192K - $228K
|
13.7K
$1.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.1K+ 5.25% |
$176K - $210K
|
42.2K
$3.91M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.01KNew |
$169K - $201K
|
2.01K
$186K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92KNew |
$161K - $192K
|
1.92K
$178K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.88K+ 17.32% |
$157K - $188K
|
12.7K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
1.76K+ 19.56% |
$148K - $176K
|
10.8K
$998K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
1.38K+ 3.46% |
$115K - $137K
|
41.2K
$3.82M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05K+ 18.9% |
$88.3K - $105K
|
6.63K
$614K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.03K+ 8.15% |
$86.4K - $103K
|
13.7K
$1.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
940+ 6.37% |
$78.8K - $93.8K
|
15.7K
$1.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
850+ 22.68% |
$71.2K - $84.8K
|
4.6K
$426K
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
818+ 1.36% |
$68.5K - $81.7K
|
60.8K
$5.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
764+ 6.79% |
$64K - $76.3K
|
12K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
495New |
$41.5K - $49.4K
|
495
$45.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
462+ 4.5% |
$38.7K - $46.1K
|
10.7K
$993K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
372+ 12.37% |
$31.2K - $37.1K
|
3.38K
$313K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$16.8K - $20K
|
200
$18.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
183New |
$15.3K - $18.3K
|
183
$16.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
152New |
$12.7K - $15.2K
|
152
$14.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
151+ 4.25% |
$12.7K - $15.1K
|
3.7K
$343K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
139+ 0.93% |
$11.6K - $13.9K
|
15.1K
$1.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84+ 12.94% |
$7.04K - $8.38K
|
733
$67.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
26+ 0.08% |
$2.18K - $2.6K
|
33.3K
$3.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4+ 0.17% |
$335 - $399
|
2.42K
$224K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 2.33% |
$83.8 - $99.8
|
44
$4.07K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|