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Invesco DWA SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco DWA SmallCap Momentum ETF logo
$92.34
+0.45 (+0.49%)
(As of 11/4/2024 ET)
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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)
$123.27M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$13.75M
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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
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%
10/30/2024 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%
10/19/2024New Century Financial Group LLC17,061$1.58M0.6%N/A0.160%
10/18/2024Raymond James & Associates250,945$23.31M0.0%+1.9%2.361%
10/18/2024KMG 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%
9/5/2024Sanctuary 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%
8/16/2024 Creative Planning3,304$281K0.0%-68.3%0.030%
8/16/2024Nemes Rush Group LLC8,508$724K0.1%+1.8%0.078%
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%
7/26/2024 Cambridge 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%
7/22/2024 Focus Financial Network Inc.4,103$377K0.0%-24.8%0.038%
7/19/2024 Financial Partners Group Inc14,482$1.23M0.2%+25.5%0.135%
7/19/2024Raymond James & Associates246,169$20.93M0.0%+1.3%2.292%
7/17/2024 Strid 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%
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7/15/2024 MorganRosel Wealth Management LLC3,935$335K0.1%-4.6%0.037%
7/15/2024 Dynamic Advisor Solutions LLC4,662$396K0.0%+3.1%0.043%
7/15/2024 Fifth Third Securities Inc.9,186$781K0.1%+51.2%0.086%
7/10/2024 CWM 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%
5/4/2024 Riggs Asset Managment Co. Inc.3,600$327K0.1%N/A0.035%
4/30/2024 Private 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%
4/25/2024 Cambridge 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%
4/24/2024 Family Capital Trust Co2,059$187K0.1%+862.1%0.020%
4/24/2024 Spire 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%
4/19/2024 First Trust Direct Indexing L.P.4,935$449K0.0%N/A0.048%
4/18/2024 Synergy Asset Management LLC4,070$370K0.1%N/A0.040%
4/18/2024 MorganRosel 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%
2/9/2024 Cambridge 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%
2/6/2024 Private Advisor Group LLC40,134$3.36M0.0%+10.0%0.438%
2/1/20241900 Wealth Management LLC18,929$1.59M0.1%-2.9%0.207%
2/1/2024 CWM 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%
1/11/2024 Dynamic Advisor Solutions LLC5,352$430K0.0%+6.3%0.059%
1/9/2024DB Wealth Management Group LLC6,091$510K0.3%-22.4%0.067%
11/24/2023EP Wealth Advisors LLC9,689$728K0.0%+382.0%0.107%
11/14/2023Tower Research Capital LLC TRC6,794$510K0.0%-25.8%0.075%
11/14/2023 Private Advisory Group LLC28,781$2.16M0.4%+29.2%0.318%
11/13/2023LPL Financial LLC290,029$21.78M0.0%+1.6%3.208%
11/13/2023Kestra Advisory Services LLC7,343$552K0.0%+94.1%0.081%
11/9/2023Nemes Rush Group LLC6,496$488K0.1%+177.5%0.072%
11/9/2023Biondo Investment Advisors LLC21,453$1.61M0.3%+2.9%0.237%
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11/9/2023UBS Group AG65,728$4.94M0.0%-17.1%0.727%
11/8/2023Cornerstone Planning Group LLC1,028$77K0.0%+2,407.3%0.011%
11/8/2023 Janney Montgomery Scott LLC28,129$2.11M0.0%-6.4%0.311%
11/4/2023 NBC Securities Inc.405$30K0.0%N/A0.004%
11/3/2023 Private Advisor Group LLC36,479$2.74M0.0%+3.9%0.404%
11/1/2023 Money Concepts Capital Corp25,671$1.93M0.2%+5.9%0.284%
10/24/2023Raymond James Financial Services Advisors Inc.19,079$1.43M0.0%-35.4%0.208%
10/24/2023Raymond James & Associates252,404$18.96M0.0%-3.6%2.749%
10/24/2023 Cambridge Investment Research Advisors Inc.54,585$4.10M0.0%-0.7%0.595%
10/23/2023Commonwealth Equity Services LLC10,756$808K0.0%+3.1%0.117%
(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, 94 institutional investors and hedge funds held shares of Invesco DWA SmallCap Momentum ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($568.11M), Affinity Wealth Management LLC ($23.36M), Raymond James & Associates ($23.31M), LPL Financial LLC ($21.78M), Royal Bank of Canada ($19.37M), Wells Fargo & Company MN ($12.80M), and CWM LLC ($6.85M).Learn more on DWAS's institutional investors.

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

Of the 82 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 5,679,006 shares in the last 24 months. This purchase volume represents approximately $655.47M in transactions.

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

Of the 37 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), 1900 Wealth Management LLC ($15.17K), Strid Group LLC ($13.62K), and UBS Group AG ($13.54K).

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

Institutional investors have sold a total of 307,972 shares in the last 24 months. This volume of shares sold represents approximately $27.97M in transactions.


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This page (NASDAQ:DWAS) was last updated on 11/4/2024 by MarketBeat.com Staff
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