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 114 institutions that hold shares in the stock, with a total of 9.06 Million shares, which have been reported (via 13F filing form) to have a value of $783 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
21,450
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
20,736
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
20,711
shares
|
$1.79 Million
0.16% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
19,746
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,185
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,033
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Added 77.4%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
17,872
shares
|
$1.54 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
15,961
shares
|
$1.38 Million
0.64% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
14,945
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
13,149
shares
|
$1.14 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,307
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 23.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,186
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 45.23%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,294
shares
|
$976,253
0.09% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
11,228
shares
|
$970,548
0.51% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
10,649
shares
|
$920,499
0.58% of portfolio
|
Q1 2023
Reduced 19.8%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
10,571
shares
|
$913,757
0.29% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
9,639
shares
|
$833,195
0.01% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
9,104
shares
|
$786,949
0.1% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
8,954
shares
|
$773,983
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,959
shares
|
$687,975
0.0% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,868
shares
|
$680,109
0.03% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
7,525
shares
|
$650,461
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
6,420
shares
|
$554,944
0.02% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,205
shares
|
$536,360
0.0% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,091
shares
|
$526,506
0.3% of portfolio
|
Q4 2023
Reduced 22.39%
|