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Invesco DWA SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco DWA SmallCap Momentum ETF logo
$82.20 -0.27 (-0.33%)
As of 03/25/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco DWA SmallCap Momentum ETF (NASDAQ:DWAS)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$209.82M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$12.23M
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DWAS Institutional Buying and Selling by Quarter

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Invesco DWA SmallCap Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC6,444,120$588.28M1.1%+5.3%73.395%
3/17/2025 NorthCrest Asset Manangement LLC12,766$1.17M0.0%+98.8%0.145%
2/18/2025 GTS Securities LLC2,372$217K0.0%N/A0.027%
2/18/2025 Vise Technologies Inc.33,778$3.08M0.3%+507.3%0.385%
2/17/2025 Snowden Capital Advisors LLC19,185$1.75M0.1%+6.8%0.219%
2/17/2025 Royal Bank of Canada184,734$16.86M0.0%-0.1%2.104%
2/17/2025 Focus Partners Wealth3,670$335K0.0%+7.2%0.042%
2/17/2025 CoreCap Advisors LLC1,023$93K0.0%+26.8%0.012%
2/17/2025 Cetera Investment Advisers20,736$1.89M0.0%+5.3%0.236%
2/17/2025 Baird Financial Group Inc.31,859$2.91M0.0%+3.4%0.363%
2/17/2025 Bank of America Corp DE204,464$18.67M0.0%-1.8%2.329%
2/14/2025 Mercer Global Advisors Inc. ADV6,205$566K0.0%-8.1%0.071%
2/14/2025 Jane Street Group LLC2,743$250K0.0%+9.9%0.031%
2/14/2025 IHT Wealth Management LLC12,307$1.12M0.0%-23.2%0.140%
2/14/2025 Stifel Financial Corp19,746$1.80M0.0%-26.9%0.225%
2/14/2025 Tower Research Capital LLC TRC 2,798$255K0.0%N/A0.032%
2/14/2025 MML Investors Services LLC14,945$1.36M0.0%-3.5%0.170%
2/13/2025 NewEdge Advisors LLC4,362$398K0.0%+836.1%0.050%
2/13/2025 Raymond James Financial Inc.273,424$24.96M0.0%N/A3.114%
2/13/2025 Envestnet Asset Management Inc.34,285$3.13M0.0%-23.2%0.390%
2/13/2025 Wells Fargo & Company MN255,378$23.31M0.0%+13.3%2.909%
2/12/2025 Nemes Rush Group LLC9,104$831K0.1%+9.0%0.104%
2/12/2025 Biondo Investment Advisors LLC23,861$2.18M0.3%+3.7%0.272%
2/12/2025 JPMorgan Chase & Co.389$36K0.0%+144.7%0.004%
2/11/2025 LPL Financial LLC198,821$18.15M0.0%+11.2%2.264%
2/11/2025 Blueprint Investment Partners LLC2,463$225K0.0%N/A0.028%
2/10/2025 Harbour Investments Inc.1,469$134K0.0%-26.6%0.017%
2/10/2025 Commonwealth Equity Services LLC19,033$1.74M0.0%+77.4%0.217%
2/10/2025 Farther Finance Advisors LLC299$27K0.0%N/A0.003%
2/7/2025 Independent Advisor Alliance21,450$1.96M0.0%N/A0.244%
2/7/2025 Simplicity Wealth LLC2,463$225K0.0%N/A0.028%
2/6/2025 Raymond James Financial Inc.273,424$24.96M0.0%N/A3.128%
2/6/2025 Atria Investments Inc37,093$3.39M0.0%+1.0%0.424%
2/6/2025 Jones Financial Companies Lllp436$40K0.0%N/A0.005%
2/5/2025 Oppenheimer & Co. Inc.22,035$2.01M0.0%-10.3%0.252%
2/4/2025 MorganRosel Wealth Management LLC4,438$405K0.1%+9.1%0.051%
2/4/2025 IFP Advisors Inc2,165$198K0.0%+103.9%0.025%
2/4/2025 Partners Wealth Management LLC5,538$506K0.6%N/A0.063%
2/3/2025 Private Advisor Group LLC34,355$3.14M0.0%-7.7%0.393%
1/31/2025 HighMark Wealth Management LLC47,612$4.35M2.5%-1.2%0.540%
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1/31/2025 Sanctuary Advisors LLC39,564$3.71M0.0%+0.4%0.449%
1/30/2025 Centerpoint Advisory Group2,670$244K0.2%N/A0.030%
1/29/2025 Hemington Wealth Management912$83K0.0%+34.5%0.010%
1/29/2025 Focus Financial Network Inc.4,750$434K0.0%+19.3%0.053%
1/29/2025 Cornerstone Planning Group LLC3,728$339K0.1%+3.7%0.042%
1/29/2025 Comprehensive Financial Planning Inc. PA296$27K0.0%N/A0.003%
1/28/2025 LJI Wealth Management LLC2,921$267K0.1%-93.1%0.033%
1/28/2025 Family Capital Trust Co2,441$223K0.1%+17.8%0.027%
1/28/2025 Realta Investment Advisors1,700$159K0.1%N/A0.019%
1/27/2025 Stratos Wealth Partners LTD.4,628$423K0.0%+11.5%0.052%
1/24/2025 Financial Partners Group Inc22,445$2.05M0.3%+27.9%0.248%
1/21/2025 Geneos Wealth Management Inc.7,868$718K0.0%+6.3%0.071%
1/17/2025 New Century Financial Group LLC15,961$1.50M0.6%-6.4%0.144%
1/17/2025 Janney Montgomery Scott LLC28,499$2.60M0.0%+1.8%0.257%
1/16/2025 Trueblood Wealth Management LLC11,228$1.03M0.5%+8.0%0.102%
1/15/2025 KMG Fiduciary Partners LLC20,711$1.89M0.2%+8.4%0.187%
1/10/2025 Wealth Enhancement Advisory Services LLC6,117,134$568.10M1.2%0.0%55.359%
11/25/2024 Sanctuary Advisors LLC39,414$4.05M0.0%-4.6%0.370%
11/15/2024 MML Investors Services LLC15,483$1.44M0.0%+3.7%0.145%
11/15/2024 National Bank of Canada FI2,550$237K0.0%-8.9%0.024%
11/15/2024 Jane Street Group LLC2,496$232K0.0%-22.4%0.023%
11/15/2024 Stifel Financial Corp27,029$2.51M0.0%+49.3%0.254%
11/15/2024 IHT Wealth Management LLC16,015$1.49M0.0%+25.2%0.150%
11/13/2024 FMR LLC4,632$430K0.0%+24.5%0.043%
11/8/2024 Prospera Financial Services Inc28,685$2.66M0.1%+4.6%0.269%
11/6/2024 LJI Wealth Management LLC42,642$3.96M0.8%-1.3%0.400%
11/6/2024 Oppenheimer & Co. Inc.24,562$2.28M0.0%-6.1%0.231%
11/6/2024 Cornerstone Planning Group LLC3,594$335K0.1%+3.2%0.034%
11/5/2024 Harbour Investments Inc.2,000$186K0.0%-88.8%0.019%
11/4/2024 1900 Wealth Management LLC16,247$1.48M0.1%+44.0%0.153%
11/1/2024 Atria Investments Inc36,721$3.41M0.0%+4.5%0.345%
10/30/2024 Financial Partners Group Inc17,547$1.63M0.2%+21.2%0.165%
10/29/2024 Janney Montgomery Scott LLC27,982$2.60M0.0%+1.1%0.263%
10/28/2024 Focus Financial Network Inc.3,981$370K0.0%-3.0%0.037%
10/24/2024 Wealth Enhancement Advisory Services LLC6,117,302$568.11M1.2%+1.9%57.439%
10/24/2024 NorthCrest Asset Manangement LLC6,420$596K0.0%+15.3%0.060%
10/23/2024 Trueblood Wealth Management LLC10,400$966K0.5%+2.8%0.098%
10/22/2024 Private Advisor Group LLC37,219$3.46M0.0%-10.2%0.349%
10/19/2024 New Century Financial Group LLC17,061$1.58M0.6%N/A0.160%
10/18/2024Raymond James & Associates250,945$23.31M0.0%+1.9%2.361%
10/18/2024 KMG Fiduciary Partners LLC19,110$1.78M0.2%+407.0%0.180%
10/16/2024 Nottingham Advisors Inc.13,149$1.22M0.1%N/A0.124%
10/11/2024 Creative Planning3,704$344K0.0%+12.1%0.035%
10/10/2024 MorganRosel Wealth Management LLC4,066$378K0.1%+3.3%0.038%
10/8/2024 CWM LLC73,771$6.85M0.0%+12.3%0.697%
10/8/2024 Dynamic Advisor Solutions LLC5,004$465K0.0%+7.3%0.047%
9/5/2024 Sanctuary Advisors LLC41,330$3.50M0.0%N/A0.378%
8/22/2024 Cetera Investment Advisers18,634$1.59M0.0%-4.1%0.170%
8/16/2024 Northwestern Mutual Wealth Management Co.29,663$2.52M0.0%+9.1%0.271%
8/16/2024 Creative Planning3,304$281K0.0%-68.3%0.030%
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8/16/2024 Nemes Rush Group LLC8,508$724K0.1%+1.8%0.078%
8/12/2024 LJI Wealth Management LLC43,214$3.68M0.8%+3.8%0.395%
8/8/2024 Envestnet Asset Management Inc.28,057$2.39M0.0%-2.3%0.256%
8/8/2024 Thoroughbred Financial Services LLC7,522$639K0.0%+13.3%0.069%
8/8/2024 Oppenheimer & Co. Inc.26,145$2.22M0.0%+58.6%0.239%
7/31/2024 Commonwealth Equity Services LLC18,511$1.57M0.0%+2.1%0.168%
7/29/2024 HighMark Wealth Management LLC48,777$4.15M2.5%-1.4%0.443%
7/29/2024 Nations Financial Group Inc. IA ADV2,574$219K0.0%N/A0.023%
7/26/2024 1900 Wealth Management LLC11,282$959K0.1%-30.6%0.102%
7/26/2024 Harbour Investments Inc.17,840$1.52M0.1%+2.3%0.162%
(Data available from 1/1/2016 forward)

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DWAS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWAS shares?

During the previous two years, 101 institutional investors and hedge funds held shares of Invesco DWA SmallCap Momentum ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($588.28M), Raymond James Financial Inc. ($24.96M), Wells Fargo & Company MN ($23.31M), Raymond James & Associates ($23.31M), Bank of America Corp DE ($18.67M), LPL Financial LLC ($18.15M), and Royal Bank of Canada ($16.86M).Learn more on DWAS's institutional investors.

Which institutional investors have been buying Invesco DWA SmallCap Momentum ETF stock?

Of the 89 institutional investors that purchased Invesco DWA SmallCap Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($4.73M), Raymond James Financial Inc. ($546.85K), LPL Financial LLC ($166.38K), Cambridge Investment Research Advisors Inc. ($66.20K), HighMark Wealth Management LLC ($50.07K), Private Advisor Group LLC ($41.51K), and Sanctuary Advisors LLC ($41.48K).

How much institutional buying is happening at Invesco DWA SmallCap Momentum ETF?

Institutional investors have bought a total of 6,145,604 shares in the last 24 months. This purchase volume represents approximately $667.13M in transactions.

Which Invesco DWA SmallCap Momentum ETF major shareholders have been selling company stock?

Of the 42 institutional investors that sold Invesco DWA SmallCap Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($80.31K), LJI Wealth Management LLC ($40.29K), Envestnet Asset Management Inc. ($40.21K), Janney Montgomery Scott LLC ($30.18K), Raymond James & Associates ($18.70K), Harbour Investments Inc. ($16.37K), and Strid Group LLC ($13.62K).

How much institutional selling is happening at Invesco DWA SmallCap Momentum ETF?

Institutional investors have sold a total of 364,648 shares in the last 24 months. This volume of shares sold represents approximately $31.29M in transactions.


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This page (NASDAQ:DWAS) was last updated on 3/26/2025 by MarketBeat.com Staff
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