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Invesco DWA SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco DWA SmallCap Momentum ETF logo
$73.96 -0.05 (-0.07%)
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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)
$211.45M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$12.44M
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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
4/15/2025Focus Financial Network Inc.3,845$300K0.0%-19.1%0.047%
4/15/2025Trueblood Wealth Management LLC9,431$735K0.3%-16.0%0.116%
4/14/2025 Farther Finance Advisors LLC18,373$1.43M0.0%+6,044.8%0.226%
4/14/2025 KMG Fiduciary Partners LLC23,547$1.84M0.2%+13.7%0.289%
3/17/2025Wealth Enhancement Advisory Services LLC6,444,120$588.28M1.1%+5.3%73.395%
3/17/2025NorthCrest Asset Manangement LLC12,766$1.17M0.0%+98.8%0.145%
2/18/2025GTS Securities LLC2,372$217K0.0%N/A0.027%
2/18/2025Vise Technologies Inc.33,778$3.08M0.3%+507.3%0.385%
2/17/2025Snowden Capital Advisors LLC19,185$1.75M0.1%+6.8%0.219%
2/17/2025Royal Bank of Canada184,734$16.86M0.0%-0.1%2.104%
2/17/2025Focus Partners Wealth3,670$335K0.0%+7.2%0.042%
2/17/2025CoreCap Advisors LLC1,023$93K0.0%+26.8%0.012%
2/17/2025Cetera Investment Advisers20,736$1.89M0.0%+5.3%0.236%
2/17/2025Baird Financial Group Inc.31,859$2.91M0.0%+3.4%0.363%
2/17/2025Bank of America Corp DE204,464$18.67M0.0%-1.8%2.329%
2/14/2025Mercer Global Advisors Inc. ADV6,205$566K0.0%-8.1%0.071%
2/14/2025Jane Street Group LLC2,743$250K0.0%+9.9%0.031%
2/14/2025IHT Wealth Management LLC12,307$1.12M0.0%-23.2%0.140%
2/14/2025Stifel Financial Corp19,746$1.80M0.0%-26.9%0.225%
2/14/2025Tower Research Capital LLC TRC 2,798$255K0.0%N/A0.032%
2/14/2025MML Investors Services LLC14,945$1.36M0.0%-3.5%0.170%
2/13/2025NewEdge Advisors LLC4,362$398K0.0%+836.1%0.050%
2/13/2025Raymond James Financial Inc.273,424$24.96M0.0%N/A3.114%
2/13/2025Envestnet Asset Management Inc.34,285$3.13M0.0%-23.2%0.390%
2/13/2025Wells Fargo & Company MN255,378$23.31M0.0%+13.3%2.909%
2/12/2025Nemes Rush Group LLC9,104$831K0.1%+9.0%0.104%
2/12/2025Biondo Investment Advisors LLC23,861$2.18M0.3%+3.7%0.272%
2/12/2025JPMorgan Chase & Co.389$36K0.0%+144.7%0.004%
2/11/2025LPL Financial LLC198,821$18.15M0.0%+11.2%2.264%
2/11/2025Blueprint Investment Partners LLC2,463$225K0.0%N/A0.028%
2/10/2025Harbour Investments Inc.1,469$134K0.0%-26.6%0.017%
2/10/2025Commonwealth Equity Services LLC19,033$1.74M0.0%+77.4%0.217%
2/10/2025 Farther Finance Advisors LLC299$27K0.0%N/A0.003%
2/7/2025Independent Advisor Alliance21,450$1.96M0.0%N/A0.244%
2/7/2025Simplicity Wealth LLC2,463$225K0.0%N/A0.028%
2/6/2025Raymond James Financial Inc.273,424$24.96M0.0%N/A3.128%
2/6/2025Atria Investments Inc37,093$3.39M0.0%+1.0%0.424%
2/6/2025Jones Financial Companies Lllp436$40K0.0%N/A0.005%
2/5/2025Oppenheimer & Co. Inc.22,035$2.01M0.0%-10.3%0.252%
2/4/2025MorganRosel Wealth Management LLC4,438$405K0.1%+9.1%0.051%
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2/4/2025IFP Advisors Inc2,165$198K0.0%+103.9%0.025%
2/4/2025Partners Wealth Management LLC5,538$506K0.6%N/A0.063%
2/3/2025Private Advisor Group LLC34,355$3.14M0.0%-7.7%0.393%
1/31/2025HighMark Wealth Management LLC47,612$4.35M2.5%-1.2%0.540%
1/31/2025Sanctuary Advisors LLC39,564$3.71M0.0%+0.4%0.449%
1/30/2025Centerpoint Advisory Group2,670$244K0.2%N/A0.030%
1/29/2025Hemington Wealth Management912$83K0.0%+34.5%0.010%
1/29/2025Focus Financial Network Inc.4,750$434K0.0%+19.3%0.053%
1/29/2025Cornerstone Planning Group LLC3,728$339K0.1%+3.7%0.042%
1/29/2025Comprehensive Financial Planning Inc. PA296$27K0.0%N/A0.003%
1/28/2025LJI Wealth Management LLC2,921$267K0.1%-93.1%0.033%
1/28/2025Family Capital Trust Co2,441$223K0.1%+17.8%0.027%
1/28/2025Realta Investment Advisors1,700$159K0.1%N/A0.019%
1/27/2025Stratos Wealth Partners LTD.4,628$423K0.0%+11.5%0.052%
1/24/2025Financial Partners Group Inc22,445$2.05M0.3%+27.9%0.248%
1/21/2025Geneos Wealth Management Inc.7,868$718K0.0%+6.3%0.071%
1/17/2025New Century Financial Group LLC15,961$1.50M0.6%-6.4%0.144%
1/17/2025Janney Montgomery Scott LLC28,499$2.60M0.0%+1.8%0.257%
1/16/2025Trueblood 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%
1/10/2025Wealth 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%
10/29/2024Janney 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%
10/24/2024Wealth Enhancement Advisory Services LLC6,117,302$568.11M1.2%+1.9%57.439%
10/24/2024NorthCrest Asset Manangement LLC6,420$596K0.0%+15.3%0.060%
10/23/2024Trueblood Wealth Management LLC10,400$966K0.5%+2.8%0.098%
10/22/2024Private Advisor Group LLC37,219$3.46M0.0%-10.2%0.349%
10/19/2024New Century Financial Group LLC17,061$1.58M0.6%N/A0.160%
10/18/2024Raymond James & Associates250,945$23.31M0.0%+1.9%2.361%
10/18/2024 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%
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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%
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%
(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, 100 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 88 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 6,154,413 shares in the last 24 months. This purchase volume represents approximately $666.98M 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 364,721 shares in the last 24 months. This volume of shares sold represents approximately $31.11M in transactions.


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This page (NASDAQ:DWAS) was last updated on 4/16/2025 by MarketBeat.com Staff
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