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 100 institutions that hold shares in the stock, with a total of 8.71 Million shares, which have been reported (via 13F filing form) to have a value of $829 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
22,445
shares
|
$2.14 Million
0.31% of portfolio
|
Q4 2024
Added 27.91%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
20,711
shares
|
$1.97 Million
0.16% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
19,692
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,960
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 51.86%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
17,872
shares
|
$1.7 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,015
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
15,961
shares
|
$1.52 Million
0.64% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,483
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
13,149
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,337
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 30.22%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
11,228
shares
|
$1.07 Million
0.51% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,729
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.04%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
10,649
shares
|
$1.01 Million
0.58% of portfolio
|
Q1 2023
Reduced 19.8%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
10,500
shares
|
$999,704
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
9,639
shares
|
$917,729
0.01% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
8,988
shares
|
$855,747
0.0% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
8,954
shares
|
$852,510
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,391
shares
|
$798,907
0.0% of portfolio
|
Q3 2024
Added 42.39%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
8,354
shares
|
$795,384
0.11% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,868
shares
|
$749,112
0.03% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
7,524
shares
|
$716,360
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,754
shares
|
$643,048
0.0% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
6,420
shares
|
$611,248
0.02% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,258
shares
|
$595,824
0.0% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,091
shares
|
$579,924
0.3% of portfolio
|
Q4 2023
Reduced 22.39%
|