Purchases and Sales Made in Q3 2025 in Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Dwa Smallcap (DWAS) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II DWA SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
236K+ 5.67% |
$19.5M - $21.9M
|
4.39M
$404M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63.8K+ 286.82% |
$5.28M - $5.93M
|
86K
$7.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.5K+ 37.71% |
$2.85M - $3.21M
|
126K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.91KNew |
$241K - $271K
|
2.91K
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.5KNew |
$207K - $232K
|
2.5K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.49KNew |
$206K - $232K
|
2.49K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.34KNew |
$194K - $218K
|
2.34K
$216K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.04K+ 2264.44% |
$169K - $190K
|
2.13K
$196K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.84KNew |
$153K - $172K
|
1.84K
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.78KNew |
$147K - $166K
|
1.78K
$164K
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.32K+ 5.18% |
$109K - $123K
|
26.8K
$2.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.06KNew |
$88.1K - $99K
|
1.06K
$98K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
962+ 23.92% |
$79.7K - $89.6K
|
4.98K
$459K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
926+ 6.16% |
$76.7K - $86.2K
|
16K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
750+ 13.77% |
$62.1K - $69.8K
|
6.2K
$571K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
675+ 3.42% |
$55.9K - $62.8K
|
20.4K
$1.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
530+ 1.99% |
$43.9K - $49.3K
|
27.2K
$2.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
520+ 109.24% |
$43.1K - $48.4K
|
996
$91.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
462New |
$38.3K - $43K
|
462
$42.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
455+ 8.05% |
$37.7K - $42.4K
|
6.11K
$563K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
429+ 3.23% |
$35.5K - $39.9K
|
13.7K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
395+ 0.71% |
$32.7K - $36.8K
|
55.7K
$5.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
320+ 6.84% |
$26.5K - $29.8K
|
5K
$461K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
224+ 6.04% |
$18.5K - $20.9K
|
3.93K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
207+ 5.59% |
$17.1K - $19.3K
|
3.91K
$360K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
206+ 18.34% |
$17.1K - $19.2K
|
1.33K
$122K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
169+ 2.23% |
$14K - $15.7K
|
7.75K
$714K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
131+ 59.28% |
$10.8K - $12.2K
|
352
$32.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
102New |
$8.45K - $9.5K
|
102
$9.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
96New |
$7.95K - $8.94K
|
96
$8.84K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
60+ 1.75% |
$4.97K - $5.59K
|
3.5K
$322K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
54New |
$4.47K - $5.03K
|
54
$4.97K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50+ 25.0% |
$4.14K - $4.65K
|
250
$23K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
48+ 1.16% |
$3.97K - $4.47K
|
4.19K
$386K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
44New |
$3.64K - $4.1K
|
44
$4.05K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 0.39% |
$2.73K - $3.07K
|
8.42K
$776K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
19New |
$1.57K - $1.77K
|
19
$1.75K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4+ 6.06% |
$331 - $372
|
70
$6.45K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$82.8 - $93.1
|
15.7K
$1.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$82.8 - $93.1
|
7.47K
$688K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-4- 3.48% |
$331 - $372
|
111
$10.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5- 0.16% |
$414 - $465
|
3.11K
$287K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6- 1.96% |
$497 - $559
|
300
$27.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 3.45% |
$1.08K - $1.21K
|
364
$33.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-22- 0.56% |
$1.82K - $2.05K
|
3.92K
$361K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-26- 0.48% |
$2.15K - $2.42K
|
5.37K
$494K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-78- 2.3% |
$6.46K - $7.26K
|
3.31K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 5.6% |
$8.28K - $9.31K
|
1.69K
$155K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-160- 6.43% |
$13.2K - $14.9K
|
2.33K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-164- 1.73% |
$13.6K - $15.3K
|
9.29K
$856K
|
|