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Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco Dorsey Wright SmallCap Momentum ETF logo
$120.49 0.00 (0.00%)
As of 07/2/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright SmallCap Momentum ETF (NASDAQ:DWAS)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$156.55M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$40.86M
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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
6/3/2026NewEdge Advisors LLC4,362$430K0.0%-4.2%0.119%
5/19/2026Bank of America Corp DE109,693$10.80M0.0%-2.0%2.997%
5/18/2026Royal Bank of Canada132,197$13.02M0.0%-1.2%3.612%
5/16/2026Quantinno Capital Management LP7,133$702K0.0%-21.5%0.195%
5/13/2026Cetera Investment Advisers18,534$1.83M0.0%+0.7%0.506%
5/6/2026Cornerstone Planning Group LLC1,033$102K0.0%-77.9%0.028%
5/5/2026Geneos Wealth Management Inc.8,049$793K0.0%-4.4%0.220%
5/5/2026Sanctuary Advisors LLC59,522$5.86M0.0%-0.3%1.626%
5/2/2026Global Assets Advisory LLC575$57K0.0%N/A0.016%
4/30/2026Kestra Advisory Services LLC4,203$414K0.0%+111.8%0.115%
4/27/2026Private Advisor Group LLC8,679$855K0.0%+2.0%0.239%
4/27/2026Sound Income Strategies LLC11,173$1.12M0.1%+25.6%0.308%
4/24/2026Partners Wealth Management LLC7,198$709K0.7%+9.2%0.198%
4/22/2026Janney Montgomery Scott LLC23,922$2.36M0.0%-2.0%0.659%
3/2/2026Sankala Group LLC1,205$124K0.1%N/A0.030%
2/18/2026Mercer Global Advisors Inc. ADV3,112$301K0.0%+3.8%0.078%
2/18/2026EP Wealth Advisors LLC9,085$879K0.0%N/A0.228%
2/18/2026NewEdge Advisors LLC4,551$440K0.0%+37.4%0.114%
2/17/2026AQR Capital Management LLC7,441$720K0.0%+21.8%0.186%
2/17/2026Cetera Investment Advisers18,401$1.78M0.0%-9.8%0.461%
2/17/2026Osaic Holdings Inc.6,815$660K0.0%-24.7%0.171%
2/17/2026Royal Bank of Canada133,783$12.95M0.0%-1.9%3.353%
2/16/2026MML Investors Services LLC11,661$1.13M0.0%+8.4%0.292%
2/16/2026Mariner LLC2,687$260K0.0%+10.7%0.067%
2/16/2026Biondo Investment Advisors LLC27,608$2.67M0.3%+3.0%0.692%
2/13/2026Kestra Advisory Services LLC1,984$192K0.0%N/A0.050%
2/13/2026CreativeOne Wealth LLC2,706$262K0.0%N/A0.068%
2/13/2026Stifel Financial Corp111,635$10.80M0.0%+29.8%2.798%
2/13/2026MorganRosel Wealth Management LLC8,340$807K0.2%+7.6%0.209%
2/13/2026Wells Fargo & Company MN127,364$12.32M0.0%+26.6%3.192%
2/12/2026Commonwealth Equity Services LLC15,372$1.49M0.0%+12.1%0.385%
2/12/2026Great Valley Advisor Group Inc.3,274$317K0.0%+5.2%0.082%
2/11/2026Janney Montgomery Scott LLC24,420$2.36M0.0%-1.8%0.612%
2/11/2026LPL Financial LLC129,089$12.49M0.0%-13.9%3.235%
2/11/2026Nemes Rush Group LLC5,227$506K0.0%-2.6%0.131%
2/11/2026Vise Technologies Inc.38,436$3.72M0.1%+145.8%0.963%
2/10/2026Goldman Sachs Group Inc.192,937$18.67M0.0%+53.3%4.836%
2/10/2026BNP Paribas Financial Markets100,000$9.68M0.0%+900.0%2.506%
2/10/2026Northwestern Mutual Wealth Management Co.14,611$1.41M0.0%-1.3%0.366%
2/9/2026Prospera Financial Services Inc30,864$2.99M0.0%-0.9%0.774%
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2/6/2026IFP Advisors Inc2,920$283K0.0%-16.5%0.073%
2/5/2026Soltis Investment Advisors LLC2,263$219K0.0%N/A0.057%
2/5/2026Northwestern Mutual Wealth Management Co.902,260$87.31M0.0%+5,993.1%22.333%
2/5/2026HighMark Wealth Management LLC45,196$4.37M1.8%+0.4%1.119%
2/2/2026Cornerstone Planning Group LLC4,668$473K0.1%+11.5%0.114%
1/29/2026UBS Group AG83,510$8.08M0.0%-24.5%1.573%
1/29/2026Sanctuary Advisors LLC59,729$5.78M0.0%-3.2%1.125%
1/29/2026ProVise Management Group LLC3,164$306K0.0%+8.7%0.060%
1/27/2026Wealth Enhancement Trust Services Inc.22,988$2.22M0.3%N/A0.297%
1/26/2026CWM LLC5,749$556K0.0%-28.3%0.074%
1/23/2026Farther Finance Advisors LLC7,611$736K0.0%-27.2%0.098%
1/21/2026Register Financial Advisors LLC283$27K0.0%N/A0.004%
1/21/2026Sound Income Strategies LLC8,897$906K0.0%N/A0.115%
1/20/2026Stratos Wealth Partners LTD.4,016$389K0.0%+2.6%0.052%
1/20/2026Partners Wealth Management LLC6,589$638K0.7%+6.3%0.085%
1/14/2026Spire Wealth Management1,910$185K0.0%+13.4%0.025%
1/14/2026KMG Fiduciary Partners LLC27,299$2.64M0.2%+0.4%0.354%
1/13/2026CoreCap Advisors LLC2,208$214K0.0%+66.1%0.029%
1/8/2026Wealth Enhancement Advisory Services LLC4,516,029$443.62M0.6%+2.9%55.822%
1/8/2026NorthCrest Asset Manangement LLC16,909$1.64M0.0%+5.9%0.209%
1/1/2026JPMorgan Chase & Co.2,128$196K0.0%+124.9%0.028%
11/18/2025Advisory Services Network LLC1,844$170K0.0%N/A0.024%
11/17/2025Susquehanna International Group LLP9,292$856K0.0%-1.7%0.121%
11/17/2025Northwestern Mutual Wealth Management Co.14,808$1.37M0.0%-63.2%0.193%
11/17/2025Mercer Global Advisors Inc. ADV2,999$276K0.0%-19.6%0.039%
11/17/2025Flow Traders U.S. LLC3,930$362K0.0%+6.0%0.051%
11/17/2025Citadel Advisors LLC4,984$459K0.0%+23.9%0.065%
11/14/2025Creative Planning3,911$360K0.0%+5.6%0.051%
11/14/2025Raymond James Financial Inc.67,139$6.19M0.0%-27.5%0.875%
11/13/2025Vise Technologies Inc.15,639$1.44M0.1%-63.8%0.204%
11/13/2025UBS Group AG110,670$10.20M0.0%-21.7%1.443%
11/13/2025BNP Paribas Financial Markets10,000$922K0.0%N/A0.130%
11/13/2025Private Advisor Group LLC10,471$965K0.0%-53.6%0.137%
11/13/2025ProVise Management Group LLC2,911$268K0.0%N/A0.038%
11/7/2025Founders Financial Alliance LLC1,064$98K0.0%N/A0.014%
11/7/2025JPMorgan Chase & Co.2,128$196K0.0%+124.9%0.028%
11/6/2025Assetmark Inc.352$32K0.0%+59.3%0.005%
11/6/2025Cibc World Market Inc.2,496$230K0.0%N/A0.033%
11/6/2025Prospera Financial Services Inc31,157$2.87M0.0%-2.7%0.406%
11/5/2025Envestnet Asset Management Inc.8,531$786K0.0%-43.1%0.111%
11/4/2025Jones Financial Companies Lllp996$91K0.0%+109.2%0.013%
11/3/2025MTM Investment Management LLC2,164$199K0.1%-7.1%0.028%
10/29/2025NorthCrest Asset Manangement LLC15,970$1.49M0.0%+6.2%0.208%
10/29/2025Wealth Enhancement Advisory Services LLC4,389,816$410.07M0.6%+5.7%57.159%
10/29/2025Partners Wealth Management LLC6,198$571K0.6%+13.8%0.081%
10/28/2025Nations Financial Group Inc. IA ADV2,327$214K0.0%-6.4%0.030%
10/24/2025MorganRosel Wealth Management LLC7,748$714K0.2%+2.2%0.101%
10/23/2025Family Capital Trust Co55,707$5.13M1.7%+0.7%0.723%
10/22/2025CoreCap Advisors LLC1,329$122K0.0%+18.3%0.017%
10/20/2025HighMark Wealth Management LLC45,004$4.15M1.8%-4.8%0.583%
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10/15/2025CWM LLC8,023$739K0.0%-6.2%0.104%
10/14/2025Farther Finance Advisors LLC10,454$964K0.0%-37.4%0.135%
10/10/2025KMG Fiduciary Partners LLC27,180$2.51M0.2%+2.0%0.352%
9/4/2025Osaic Holdings Inc.9,925$841K0.0%-11.8%0.127%
8/18/2025Geneos Wealth Management Inc.8,388$712K0.0%+1.6%0.107%
8/15/2025Snowden Capital Advisors LLC15,954$1.35M0.0%-5.8%0.204%
8/15/2025MML Investors Services LLC12,137$1.03M0.0%-18.8%0.155%
8/15/2025IHT Wealth Management LLC4,680$397K0.0%-66.0%0.060%
8/15/2025Great Valley Advisor Group Inc.3,116$264K0.0%+13.6%0.040%
8/14/2025Raymond James Financial Inc.92,603$7.86M0.0%-57.5%1.186%


DWAS Institutional Ownership - Frequently Asked Questions

During the previous two years, 103 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 ($443.62M), Raymond James & Associates ($23.31M), Goldman Sachs Group Inc. ($18.67M), Royal Bank of Canada ($13.02M), LPL Financial LLC ($12.49M), Wells Fargo & Company MN ($12.32M), and Stifel Financial Corp ($10.80M).Learn more on Invesco Dorsey Wright SmallCap Momentum ETF's institutional investors.

Of the 92 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 ($1.24M), Northwestern Mutual Wealth Management Co. ($893.69K), Raymond James Financial Inc. ($546.85K), Goldman Sachs Group Inc. ($163.36K), Jones Financial Companies Lllp ($143.27K), BNP Paribas Financial Markets ($100K), and Vise Technologies Inc. ($94.27K).

Institutional investors have bought a total of 1,637,892 shares in the last 24 months. This purchase volume represents approximately $156.55M in transactions.

Of the 37 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: Raymond James Financial Inc. ($151.00K), UBS Group AG ($57.75K), Wealth Enhancement Advisory Services LLC ($48.59K), Vise Technologies Inc. ($27.62K), Northwestern Mutual Wealth Management Co. ($25.60K), Atria Investments Inc ($22.43K), and CWM LLC ($21.15K).

Institutional investors have sold a total of 458,737 shares in the last 24 months. This volume of shares sold represents approximately $40.86M in transactions.


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This page (NASDAQ:DWAS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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