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Invesco DWA SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco DWA SmallCap Momentum ETF logo
$95.41 +3.35 (+3.64%)
As of 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)
48
Total
Institutional Inflows
(last 12 months)
$121.95M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$13.61M
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DWAS Institutional Buying and Selling by Quarter

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
1/21/2025Geneos 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%
11/25/2024Sanctuary Advisors LLC39,414$4.05M0.0%-4.6%0.370%
11/15/2024MML Investors Services LLC15,483$1.44M0.0%+3.7%0.145%
11/15/2024National Bank of Canada FI2,550$237K0.0%-8.9%0.024%
11/15/2024Jane Street Group LLC2,496$232K0.0%-22.4%0.023%
11/15/2024Stifel Financial Corp27,029$2.51M0.0%+49.3%0.254%
11/15/2024IHT Wealth Management LLC16,015$1.49M0.0%+25.2%0.150%
11/13/2024FMR LLC4,632$430K0.0%+24.5%0.043%
11/8/2024Prospera Financial Services Inc28,685$2.66M0.1%+4.6%0.269%
11/6/2024LJI Wealth Management LLC42,642$3.96M0.8%-1.3%0.400%
11/6/2024Oppenheimer & Co. Inc.24,562$2.28M0.0%-6.1%0.231%
11/6/2024Cornerstone Planning Group LLC3,594$335K0.1%+3.2%0.034%
11/5/2024Harbour Investments Inc.2,000$186K0.0%-88.8%0.019%
11/4/20241900 Wealth Management LLC16,247$1.48M0.1%+44.0%0.153%
11/1/2024Atria Investments Inc36,721$3.41M0.0%+4.5%0.345%
10/30/2024Financial 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%
10/28/2024Focus 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%
10/22/2024Private 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%
10/16/2024Nottingham Advisors Inc.13,149$1.22M0.1%N/A0.124%
10/11/2024Creative Planning3,704$344K0.0%+12.1%0.035%
10/10/2024MorganRosel Wealth Management LLC4,066$378K0.1%+3.3%0.038%
10/8/2024CWM LLC73,771$6.85M0.0%+12.3%0.697%
10/8/2024Dynamic Advisor Solutions LLC5,004$465K0.0%+7.3%0.047%
9/5/2024Sanctuary Advisors LLC41,330$3.50M0.0%N/A0.378%
8/22/2024Cetera Investment Advisers18,634$1.59M0.0%-4.1%0.170%
8/16/2024Northwestern Mutual Wealth Management Co.29,663$2.52M0.0%+9.1%0.271%
8/16/2024Creative Planning3,304$281K0.0%-68.3%0.030%
8/16/2024Nemes Rush Group LLC8,508$724K0.1%+1.8%0.078%
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Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as 4,744%. Now, if you’re like everybody else, you want to know what Nvidia’s doing next … and who they’re going to partner with …

Find out details on these three critical Nvidia partners immediately.
8/12/2024LJI Wealth Management LLC43,214$3.68M0.8%+3.8%0.395%
8/8/2024Envestnet Asset Management Inc.28,057$2.39M0.0%-2.3%0.256%
8/8/2024Thoroughbred Financial Services LLC7,522$639K0.0%+13.3%0.069%
8/8/2024Oppenheimer & Co. Inc.26,145$2.22M0.0%+58.6%0.239%
7/31/2024Commonwealth Equity Services LLC18,511$1.57M0.0%+2.1%0.168%
7/29/2024HighMark Wealth Management LLC48,777$4.15M2.5%-1.4%0.443%
7/29/2024Nations Financial Group Inc. IA ADV2,574$219K0.0%N/A0.023%
7/26/20241900 Wealth Management LLC11,282$959K0.1%-30.6%0.102%
7/26/2024Harbour Investments Inc.17,840$1.52M0.1%+2.3%0.162%
7/26/2024Cambridge Investment Research Advisors Inc.74,795$6.36M0.0%-9.2%0.679%
7/25/2024Pineridge Advisors LLC31,580$2.69M0.9%N/A0.287%
7/22/2024Focus Financial Network Inc.4,103$377K0.0%-24.8%0.038%
7/19/2024Financial Partners Group Inc14,482$1.23M0.2%+25.5%0.135%
7/19/2024Raymond James & Associates246,169$20.93M0.0%+1.3%2.292%
7/17/2024Strid Group LLC3,978$338K0.1%-65.7%0.037%
7/17/2024 Redhawk Wealth Advisors Inc.2,553$217K0.0%+7.4%0.024%
7/16/2024 NorthCrest Asset Manangement LLC5,566$473K0.0%+27.1%0.052%
7/16/2024 Wealth Enhancement Advisory Services LLC6,003,788$510.56M1.2%+7.8%55.901%
7/15/2024MorganRosel Wealth Management LLC3,935$335K0.1%-4.6%0.037%
7/15/2024Dynamic Advisor Solutions LLC4,662$396K0.0%+3.1%0.043%
7/15/2024Fifth Third Securities Inc.9,186$781K0.1%+51.2%0.086%
7/10/2024CWM LLC65,691$5.59M0.0%+14.5%0.612%
5/24/2024Cetera Investment Advisers19,438$1.77M0.0%N/A0.187%
5/8/2024Thoroughbred Financial Services LLC6,638$603K0.1%-12.1%0.064%
5/7/2024Oppenheimer & Co. Inc.16,486$1.50M0.0%N/A0.159%
5/4/2024Riggs Asset Managment Co. Inc.3,600$327K0.1%N/A0.035%
4/30/2024Private Advisor Group LLC41,513$3.77M0.0%+3.4%0.401%
4/29/2024Commonwealth Equity Services LLC18,128$1.65M0.0%+57.6%0.175%
4/29/2024HighMark Wealth Management LLC49,485$4.48M2.8%-1.2%0.479%
4/25/2024Cambridge Investment Research Advisors Inc.82,384$7.49M0.0%+63.9%0.799%
4/24/20241900 Wealth Management LLC16,247$1.48M0.1%-14.2%0.158%
4/24/2024Family Capital Trust Co2,059$187K0.1%+862.1%0.020%
4/24/2024Spire Wealth Management2,050$186K0.0%+24.2%0.020%
4/23/2024Raymond James Financial Services Advisors Inc.19,708$1.79M0.0%+4.0%0.191%
4/22/2024Raymond James & Associates243,118$22.10M0.0%-0.3%2.358%
4/19/2024First Trust Direct Indexing L.P.4,935$449K0.0%N/A0.048%
4/18/2024Synergy Asset Management LLC4,070$370K0.1%N/A0.040%
4/18/2024MorganRosel Wealth Management LLC4,126$375K0.1%-9.1%0.040%
4/16/2024 Wealth Enhancement Advisory Services LLC5,566,982$506.09M1.3%+9.1%54.365%
2/13/2024Tower Research Capital LLC TRC906$76K0.0%-86.7%0.010%
2/12/2024Scotia Capital Inc.3,557$298K0.0%+6.4%0.039%
2/12/2024Focus Financial Network Inc. ADV4,226$354K0.0%N/A0.046%
2/12/2024Steward Partners Investment Advisory LLC4,879$409K0.0%-4.9%0.053%
2/9/2024Advisory Services Network LLC2,079$174K0.0%N/A0.023%
2/9/2024Cambridge Investment Research Advisors Inc.50,256$4.21M0.0%-7.9%0.548%
2/9/2024Nemes Rush Group LLC8,123$681K0.1%+25.0%0.089%
2/9/2024Wells Fargo & Company MN152,726$12.80M0.0%-34.5%1.665%
2/9/2024Thoroughbred Financial Services LLC7,556$633K0.1%-26.6%0.082%
2/8/2024 Janney Montgomery Scott LLC28,445$2.38M0.0%+1.1%0.310%
2/6/2024Private Advisor Group LLC40,134$3.36M0.0%+10.0%0.438%
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis (Ad)

Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as 4,744%. Now, if you’re like everybody else, you want to know what Nvidia’s doing next … and who they’re going to partner with …

Find out details on these three critical Nvidia partners immediately.
2/1/20241900 Wealth Management LLC18,929$1.59M0.1%-2.9%0.207%
2/1/2024CWM LLC52,482$4.40M0.0%+12.7%0.574%
1/26/2024Geneos Wealth Management Inc.6,921$580K0.0%-14.7%0.076%
1/24/2024Prime Capital Investment Advisors LLC2,863$240K0.0%N/A0.031%
1/24/2024Private Trust Co. NA342$29K0.0%-50.4%0.004%
1/23/2024HighMark Wealth Management LLC50,070$4.20M2.8%N/A0.550%
1/18/2024 Trueblood Wealth Management LLC10,094$846K0.5%N/A0.111%
1/16/2024Raymond James Financial Services Advisors Inc.18,947$1.59M0.0%-0.7%0.209%
1/16/2024Raymond James & Associates243,971$20.44M0.0%-3.3%2.687%
1/11/2024Dynamic Advisor Solutions LLC5,352$430K0.0%+6.3%0.059%
(Data available from 1/1/2016 forward)

DWAS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWAS shares?

During the previous two years, 90 institutional investors and hedge funds held shares of Invesco DWA SmallCap Momentum ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($568.10M), Affinity Wealth Management LLC ($23.36M), Raymond James & Associates ($23.31M), LPL Financial LLC ($21.78M), Wells Fargo & Company MN ($12.80M), CWM LLC ($6.85M), and Cambridge Investment Research Advisors Inc. ($6.36M).Learn more on DWAS's institutional investors.

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

Of the 80 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 ($4.40M), Affinity Wealth Management LLC ($321.02K), LPL Financial LLC ($146.30K), Del Sette Capital Management LLC ($86.29K), Cambridge Investment Research Advisors Inc. ($66.89K), HighMark Wealth Management LLC ($50.07K), and CWM LLC ($44.44K).

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

Institutional investors have bought a total of 5,641,810 shares in the last 24 months. This purchase volume represents approximately $649.55M in transactions.

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

Of the 39 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), Janney Montgomery Scott LLC ($37.71K), Envestnet Asset Management Inc. ($31.62K), Raymond James & Associates ($18.70K), Harbour Investments Inc. ($15.84K), 1900 Wealth Management LLC ($15.17K), 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 308,736 shares in the last 24 months. This volume of shares sold represents approximately $27.09M in transactions.


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This page (NASDAQ:DWAS) was last updated on 1/21/2025 by MarketBeat.com Staff
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