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 107 institutions that hold shares in the stock, with a total of 6.56 Million shares, which have been reported (via 13F filing form) to have a value of $604 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,329
shares
|
$122,427
0.0% of portfolio
|
Q3 2025
Added 18.34%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,064
shares
|
$98,015
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
996
shares
|
$91,751
0.0% of portfolio
|
Q3 2025
Added 109.24%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
912
shares
|
$84,013
0.01% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
850
shares
|
$78,302
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
702
shares
|
$64,668
0.0% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
462
shares
|
$42,559
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
430
shares
|
$39,611
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
425
shares
|
$39,151
0.0% of portfolio
|
Q3 2019
Added 48.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
364
shares
|
$33,531
0.0% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
352
shares
|
$32,426
0.0% of portfolio
|
Q3 2025
Added 59.28%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
332
shares
|
$30,583
0.01% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
300
shares
|
$27,636
0.0% of portfolio
|
Q3 2021
Reduced 69.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
300
shares
|
$27,636
0.0% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
255
shares
|
$23,490
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
250
shares
|
$23,030
0.01% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
200
shares
|
$18,424
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
111
shares
|
$10,225
0.0% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
108
shares
|
$9,948
0.0% of portfolio
|
Q3 2024
Reduced 28.95%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
102
shares
|
$9,396
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
96
shares
|
$8,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
70
shares
|
$6,448
0.0% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
54
shares
|
$4,974
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
50
shares
|
$4,606
0.0% of portfolio
|
Q2 2025
Reduced 72.38%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
44
shares
|
$4,053
0.0% of portfolio
|
Q3 2019
Reduced 98.53%
|
|