Purchases and Sales Made in Q4 2022 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 2022. 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 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
321KNew |
$22.4M - $25M
|
321K
$29.7M
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
75.6K+ 1412.58% |
$5.27M - $5.9M
|
80.9K
$7.49M
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
42.8KNew |
$2.98M - $3.34M
|
42.8K
$3.96M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.8K+ 5.57% |
$1.73M - $1.93M
|
469K
$43.5M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.9K+ 14.02% |
$1.52M - $1.71M
|
178K
$16.5M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7K+ 538.63% |
$1.38M - $1.54M
|
23.4K
$2.17M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.3K+ 8.01% |
$1.34M - $1.5M
|
260K
$24.1M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.7K+ 169.47% |
$958K - $1.07M
|
21.9K
$2.02M
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
13.3KNew |
$926K - $1.04M
|
13.3K
$1.23M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
10.9K+ 44.73% |
$762K - $853K
|
35.4K
$3.27M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
9.71K+ 9.77% |
$677K - $758K
|
109K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9K+ 115.09% |
$628K - $702K
|
16.8K
$1.56M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.01K+ 424.42% |
$419K - $469K
|
7.43K
$688K
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.58KNew |
$389K - $435K
|
5.58K
$517K
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
5.35KNew |
$373K - $418K
|
5.35K
$495K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.29K+ 341.42% |
$369K - $413K
|
6.84K
$634K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.54KNew |
$317K - $354K
|
4.54K
$420K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.96K+ 81.24% |
$276K - $309K
|
8.83K
$817K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.7KNew |
$258K - $289K
|
3.7K
$343K
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.33K+ 58.17% |
$232K - $260K
|
9.06K
$838K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
2.8KNew |
$195K - $218K
|
2.8K
$259K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.78KNew |
$194K - $217K
|
2.78K
$257K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.12KNew |
$148K - $165K
|
2.12K
$196K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.96K+ 7.34% |
$137K - $153K
|
28.7K
$2.66M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.82K+ 28.26% |
$127K - $142K
|
8.26K
$765K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.51K+ 34.99% |
$105K - $118K
|
5.83K
$540K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.07KNew |
$74.3K - $83.1K
|
1.07K
$98.6K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.05K+ 16.1% |
$73.1K - $81.9K
|
7.57K
$700K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 8.46% |
$70.8K - $79.2K
|
13K
$1.21M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
969+ 58.66% |
$67.6K - $75.6K
|
2.62K
$243K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
961New |
$67K - $75K
|
961
$89K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
917+ 22.84% |
$63.9K - $71.6K
|
4.93K
$457K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
850+ 2.46% |
$59.3K - $66.3K
|
35.5K
$3.28M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
755New |
$52.6K - $58.9K
|
755
$69.9K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
728+ 5.94% |
$50.8K - $56.8K
|
13K
$1.2M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
698+ 11.54% |
$48.7K - $54.5K
|
6.75K
$625K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
694+ 3.44% |
$48.4K - $54.2K
|
20.9K
$1.93M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
659+ 5.9% |
$46K - $51.4K
|
11.8K
$1.1M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
643+ 22.02% |
$44.8K - $50.2K
|
3.56K
$330K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$41.8K - $46.8K
|
600
$55.6K
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
465+ 2.37% |
$32.4K - $36.3K
|
20.1K
$1.86M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
405+ 2.31% |
$28.2K - $31.6K
|
17.9K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
320New |
$22.3K - $25K
|
320
$29.6K
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
318+ 3.13% |
$22.2K - $24.8K
|
10.5K
$969K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
174+ 4.24% |
$12.1K - $13.6K
|
4.28K
$396K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37New |
$2.58K - $2.89K
|
37
$3.43K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$1.6K - $1.79K
|
23
$2.13K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7New |
$488 - $546
|
7
$648
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 1.01% |
$279 - $312
|
400
$37K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.14% |
$69.7 - $78
|
702
$65K
|