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 110 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $619 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
15,639
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2025
Reduced 63.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
14,808
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 63.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,943
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,711
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jan 26, 2026 Q4 2025 |
13,149
shares
|
$1.21 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,758
shares
|
$991,026
0.0% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
10,649
shares
|
$980,985
0.58% of portfolio
|
Q1 2023
Reduced 19.8%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,471
shares
|
$964,588
0.01% of portfolio
|
Q3 2025
Reduced 53.56%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
9,432
shares
|
$868,875
0.36% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,292
shares
|
$855,979
0.0% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,223
shares
|
$849,622
0.01% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
9,050
shares
|
$833,686
0.0% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
8,897
shares
|
$819,591
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
8,531
shares
|
$785,875
0.0% of portfolio
|
Q3 2025
Reduced 43.14%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,421
shares
|
$775,742
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,748
shares
|
$713,745
0.2% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
7,611
shares
|
$701,125
0.01% of portfolio
|
Q4 2025
Reduced 27.2%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
7,473
shares
|
$688,412
0.09% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
6,589
shares
|
$606,978
0.67% of portfolio
|
Q4 2025
Added 6.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
6,110
shares
|
$562,853
0.0% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,091
shares
|
$561,102
0.3% of portfolio
|
Q4 2023
Reduced 22.39%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
5,749
shares
|
$529,597
0.0% of portfolio
|
Q4 2025
Reduced 28.34%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
5,366
shares
|
$494,315
0.05% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$460,600
0.01% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,984
shares
|
$459,126
0.0% of portfolio
|
Q3 2025
Added 23.92%
|
|