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 |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
5,538
shares
|
$478,704
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,007
shares
|
$432,805
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
4,750
shares
|
$410,590
0.02% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,628
shares
|
$400,044
0.01% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,438
shares
|
$383,620
0.14% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,379
shares
|
$378,520
0.0% of portfolio
|
Q2 2024
Reduced 5.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,362
shares
|
$377,051
0.0% of portfolio
|
Q4 2024
Added 836.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,226
shares
|
$365,295
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
4,003
shares
|
$346,019
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
3,728
shares
|
$322,248
0.08% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,704
shares
|
$320,173
0.0% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
3,557
shares
|
$307,467
0.0% of portfolio
|
Q4 2023
Added 6.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,520
shares
|
$304,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,011
shares
|
$260,270
0.0% of portfolio
|
Q4 2024
Reduced 51.89%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
2,921
shares
|
$252,491
0.05% of portfolio
|
Q4 2024
Reduced 93.15%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,824
shares
|
$244,106
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,798
shares
|
$241,859
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,743
shares
|
$237,104
0.0% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
2,670
shares
|
$230,794
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,550
shares
|
$220,422
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,541
shares
|
$219,644
0.03% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,525
shares
|
$218,261
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
2,463
shares
|
$212,901
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
2,463
shares
|
$212,901
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
2,441
shares
|
$211,000
0.08% of portfolio
|
Q4 2024
Added 17.75%
|