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Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco Dorsey Wright SmallCap Momentum ETF logo
$84.79 +0.96 (+1.15%)
Closing price 04:00 PM Eastern
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$84.70 -0.09 (-0.10%)
As of 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright SmallCap Momentum ETF (NASDAQ:DWAS)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$185.13M
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 Dorsey Wright SmallCap Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.48,131$3.75M0.0%N/A0.593%
5/21/2025Geneos Wealth Management Inc.8,254$644K0.0%+4.9%0.102%
5/20/2025Focus Partners Wealth3,515$274K0.0%-4.2%0.043%
5/19/2025Jane Street Group LLC5,417$422K0.0%+97.5%0.067%
5/16/2025Goldman Sachs Group Inc.48,131$3.75M0.0%N/A0.593%
5/16/2025Jones Financial Companies Lllp142,748$11.13M0.0%+32,640.4%1.760%
5/16/2025NewEdge Advisors LLC4,125$322K0.0%-5.4%0.051%
5/16/2025AQR Capital Management LLC3,695$288K0.0%N/A0.046%
5/15/2025EP Wealth Advisors LLC9,223$719K0.0%-4.3%0.114%
5/15/2025Royal Bank of Canada182,694$14.25M0.0%-1.1%2.253%
5/15/2025Baird Financial Group Inc.31,264$2.44M0.0%-1.9%0.385%
5/14/2025Biondo Investment Advisors LLC24,308$1.90M0.3%+1.9%0.300%
5/14/2025Northwestern Mutual Wealth Management Co.36,434$2.84M0.0%-57.6%0.449%
5/14/2025Flow Traders U.S. LLC5,070$395K0.0%N/A0.063%
5/13/2025Raymond James Financial Inc.218,138$17.01M0.0%-20.2%2.690%
5/13/2025Nations Financial Group Inc. IA ADV2,817$220K0.0%+11.6%0.035%
5/7/2025Nemes Rush Group LLC8,465$660K0.1%-7.0%0.104%
5/7/2025LPL Financial LLC174,202$13.58M0.0%-12.4%2.148%
5/6/2025Cetera Investment Advisers21,132$1.65M0.0%+1.9%0.261%
5/6/2025Financial Partners Group Inc7,475$583K0.1%-66.7%0.092%
5/5/2025IFP Advisors Inc2,669$208K0.0%+23.3%0.033%
5/5/2025Private Advisor Group LLC29,761$2.32M0.0%-13.4%0.367%
5/2/2025LJI Wealth Management LLC2,746$214K0.0%-6.0%0.034%
5/1/2025CWM LLC26,895$2.10M0.0%-64.8%0.332%
5/1/2025Realta Investment Advisors1,855$145K0.1%+9.1%0.023%
5/1/2025Fifth Third Securities Inc.9,662$753K0.1%+7.9%0.119%
4/30/2025Stratos Wealth Partners LTD.4,024$314K0.0%-13.1%0.050%
4/29/2025Envestnet Asset Management Inc.19,097$1.49M0.0%-44.3%0.235%
4/25/2025Family Capital Trust Co55,058$4.29M1.5%+2,155.6%0.687%
4/25/2025MorganRosel Wealth Management LLC5,899$460K0.1%+32.9%0.074%
4/24/2025HighMark Wealth Management LLC47,271$3.69M2.2%-0.7%0.590%
4/23/2025Oppenheimer & Co. Inc.20,494$1.60M0.0%-7.0%0.257%
4/22/2025Cambridge Investment Research Advisors Inc.64,064$5.00M0.0%-13.6%0.803%
4/21/2025Blue Trust Inc.918$72K0.0%N/A0.012%
4/17/2025Janney Montgomery Scott LLC27,214$2.12M0.0%-4.5%0.334%
4/17/20251900 Wealth Management LLC16,230$1.27M0.1%+43.7%0.199%
4/17/2025Partners Wealth Management LLC5,698$444K0.5%+2.9%0.070%
4/17/2025Dynamic Advisor Solutions LLC4,569$356K0.0%-8.7%0.056%
4/16/2025Wealth Enhancement Advisory Services LLC4,202,898$327.74M0.6%-34.8%51.633%
4/16/2025NorthCrest Asset Manangement LLC11,576$903K0.0%-9.3%0.142%
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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%
4/14/2025Farther Finance Advisors LLC18,373$1.43M0.0%+6,044.8%0.226%
4/14/2025KMG 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 TRC2,798$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%
2/10/2025Farther 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%
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%
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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%
1/15/2025KMG Fiduciary Partners LLC20,711$1.89M0.2%+8.4%0.187%
(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 Dorsey Wright 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 Invesco Dorsey Wright SmallCap Momentum ETF's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright SmallCap Momentum ETF's stock?

Of the 91 institutional investors that purchased Invesco Dorsey Wright SmallCap Momentum ETF's 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), Goldman Sachs Group Inc. ($96.26K), Cambridge Investment Research Advisors Inc. ($65.50K), and Family Capital Trust Co ($54.83K).

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

Institutional investors have bought a total of 2,110,574 shares in the last 24 months. This purchase volume represents approximately $185.13M in transactions.

Which of Invesco Dorsey Wright SmallCap Momentum ETF's major shareholders have been selling company stock?

Of the 39 institutional investors that sold Invesco Dorsey Wright SmallCap Momentum ETF's 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), Raymond James Financial Inc. ($55.29K), Northwestern Mutual Wealth Management Co. ($49.48K), CWM LLC ($49.47K), LJI Wealth Management LLC ($40.47K), Envestnet Asset Management Inc. ($26.17K), and LPL Financial LLC ($24.62K).

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

Institutional investors have sold a total of 2,607,419 shares in the last 24 months. This volume of shares sold represents approximately $204.91M in transactions.


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This page (NASDAQ:DWAS) was last updated on 7/2/2025 by MarketBeat.com Staff
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