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Invesco DWA SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco DWA SmallCap Momentum ETF logo
$80.54 -0.02 (-0.02%)
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Institutional Ownership Changes (13F Filings) for Invesco DWA SmallCap Momentum ETF (NASDAQ:DWAS)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$183.14M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$204.91M
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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
5/21/2025 Geneos Wealth Management Inc.8,254$644K0.0%+4.9%0.102%
5/20/2025 Focus Partners Wealth3,515$274K0.0%-4.2%0.043%
5/19/2025 Jane Street Group LLC5,417$422K0.0%+97.5%0.067%
5/16/2025 Goldman Sachs Group Inc.48,131$3.75M0.0%N/A0.593%
5/16/2025 Jones Financial Companies Lllp142,748$11.13M0.0%+32,640.4%1.760%
5/16/2025 NewEdge Advisors LLC4,125$322K0.0%-5.4%0.051%
5/16/2025 AQR Capital Management LLC3,695$288K0.0%N/A0.046%
5/15/2025 EP Wealth Advisors LLC9,223$719K0.0%-4.3%0.114%
5/15/2025 Royal Bank of Canada182,694$14.25M0.0%-1.1%2.253%
5/15/2025 Baird Financial Group Inc.31,264$2.44M0.0%-1.9%0.385%
5/14/2025 Biondo Investment Advisors LLC24,308$1.90M0.3%+1.9%0.300%
5/14/2025 Northwestern Mutual Wealth Management Co.36,434$2.84M0.0%-57.6%0.449%
5/14/2025 Flow Traders U.S. LLC5,070$395K0.0%N/A0.063%
5/13/2025 Raymond James Financial Inc.218,138$17.01M0.0%-20.2%2.690%
5/13/2025 Nations Financial Group Inc. IA ADV2,817$220K0.0%+11.6%0.035%
5/7/2025 Nemes Rush Group LLC8,465$660K0.1%-7.0%0.104%
5/7/2025 LPL Financial LLC174,202$13.58M0.0%-12.4%2.148%
5/6/2025 Cetera Investment Advisers21,132$1.65M0.0%+1.9%0.261%
5/6/2025 Financial Partners Group Inc7,475$583K0.1%-66.7%0.092%
5/5/2025 IFP Advisors Inc2,669$208K0.0%+23.3%0.033%
5/5/2025 Private Advisor Group LLC29,761$2.32M0.0%-13.4%0.367%
5/2/2025 LJI Wealth Management LLC2,746$214K0.0%-6.0%0.034%
5/1/2025 CWM LLC26,895$2.10M0.0%-64.8%0.332%
5/1/2025 Realta Investment Advisors1,855$145K0.1%+9.1%0.023%
5/1/2025 Fifth Third Securities Inc.9,662$753K0.1%+7.9%0.119%
4/30/2025 Stratos Wealth Partners LTD.4,024$314K0.0%-13.1%0.050%
4/29/2025 Envestnet Asset Management Inc.19,097$1.49M0.0%-44.3%0.235%
4/25/2025 Family Capital Trust Co55,058$4.29M1.5%+2,155.6%0.687%
4/25/2025 MorganRosel Wealth Management LLC5,899$460K0.1%+32.9%0.074%
4/24/2025 HighMark Wealth Management LLC47,271$3.69M2.2%-0.7%0.590%
4/23/2025 Oppenheimer & Co. Inc.20,494$1.60M0.0%-7.0%0.257%
4/22/2025 Cambridge Investment Research Advisors Inc.64,064$5.00M0.0%-13.6%0.803%
4/21/2025 Blue Trust Inc.918$72K0.0%N/A0.012%
4/17/2025 Janney Montgomery Scott LLC27,214$2.12M0.0%-4.5%0.334%
4/17/2025 1900 Wealth Management LLC16,230$1.27M0.1%+43.7%0.199%
4/17/2025 Partners Wealth Management LLC5,698$444K0.5%+2.9%0.070%
4/17/2025 Dynamic Advisor Solutions LLC4,569$356K0.0%-8.7%0.056%
4/16/2025 Wealth Enhancement Advisory Services LLC4,202,898$327.74M0.6%-34.8%51.633%
4/16/2025 NorthCrest Asset Manangement LLC11,576$903K0.0%-9.3%0.142%
4/15/2025 Focus Financial Network Inc.3,845$300K0.0%-19.1%0.047%
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4/15/2025 Trueblood 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%
3/17/2025 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%
2/18/2025Vise 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 TRC2,798$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%
1/31/2025Sanctuary 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%
The Prophet's Newest Prediction (Ad)

A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
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%
(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, 102 institutional investors and hedge funds held shares of Invesco DWA SmallCap Momentum ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($327.74M), Wells Fargo & Company MN ($23.31M), Raymond James & Associates ($23.31M), Bank of America Corp DE ($18.67M), Raymond James Financial Inc. ($17.01M), Royal Bank of Canada ($14.25M), and LPL Financial LLC ($13.58M).Learn more on DWAS's institutional investors.

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

Of the 91 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 ($2.51M), Raymond James Financial Inc. ($546.85K), Jones Financial Companies Lllp ($142.75K), LPL Financial LLC ($134.32K), Cambridge Investment Research Advisors Inc. ($65.50K), Family Capital Trust Co ($54.83K), and HighMark Wealth Management LLC ($50.07K).

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

Institutional investors have bought a total of 4,154,528 shares in the last 24 months. This purchase volume represents approximately $353.94M in transactions.

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

Of the 54 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: Wealth Enhancement Advisory Services LLC ($2.24M), Wells Fargo & Company MN ($80.31K), Envestnet Asset Management Inc. ($55.39K), Raymond James Financial Inc. ($55.29K), Northwestern Mutual Wealth Management Co. ($49.48K), CWM LLC ($49.47K), and LJI Wealth Management LLC ($40.47K).

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

Institutional investors have sold a total of 2,832,104 shares in the last 24 months. This volume of shares sold represents approximately $223.02M in transactions.


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This page (NASDAQ:DWAS) was last updated on 5/22/2025 by MarketBeat.com Staff
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