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Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco Dorsey Wright SmallCap Momentum ETF logo
$113.58 0.00 (0.00%)
As of 05/22/2026 03:31 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)
$160.31M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$40.84M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Bank of America Corp DE109,693$10.80M0.0%-2.0%2.997%
5/18/2026 Royal Bank of Canada132,197$13.02M0.0%-1.2%3.612%
5/16/2026 Quantinno Capital Management LP7,133$702K0.0%-21.5%0.195%
5/13/2026 Cetera Investment Advisers18,534$1.83M0.0%+0.7%0.506%
5/6/2026 Cornerstone Planning Group LLC1,033$102K0.0%-77.9%0.028%
5/5/2026 Geneos Wealth Management Inc.8,049$793K0.0%-4.4%0.220%
5/5/2026 Sanctuary Advisors LLC59,522$5.86M0.0%-0.3%1.626%
5/2/2026 Global Assets Advisory LLC575$57K0.0%N/A0.016%
4/30/2026 Kestra Advisory Services LLC4,203$414K0.0%+111.8%0.115%
4/27/2026 Private Advisor Group LLC8,679$855K0.0%+2.0%0.239%
4/27/2026 Sound Income Strategies LLC11,173$1.12M0.1%+25.6%0.308%
4/24/2026 Partners Wealth Management LLC7,198$709K0.7%+9.2%0.198%
4/22/2026 Janney Montgomery Scott LLC23,922$2.36M0.0%-2.0%0.659%
3/2/2026 Sankala Group LLC1,205$124K0.1%N/A0.030%
2/18/2026 Mercer Global Advisors Inc. ADV3,112$301K0.0%+3.8%0.078%
2/18/2026 EP Wealth Advisors LLC9,085$879K0.0%N/A0.228%
2/18/2026 NewEdge Advisors LLC4,551$440K0.0%+37.4%0.114%
2/17/2026 AQR Capital Management LLC7,441$720K0.0%+21.8%0.186%
2/17/2026 Cetera Investment Advisers18,401$1.78M0.0%-9.8%0.461%
2/17/2026 Osaic Holdings Inc.6,815$660K0.0%-24.7%0.171%
2/17/2026 Royal Bank of Canada133,783$12.95M0.0%-1.9%3.353%
2/16/2026 MML Investors Services LLC11,661$1.13M0.0%+8.4%0.292%
2/16/2026 Mariner LLC2,687$260K0.0%+10.7%0.067%
2/16/2026 Biondo Investment Advisors LLC27,608$2.67M0.3%+3.0%0.692%
2/13/2026 Kestra Advisory Services LLC1,984$192K0.0%N/A0.050%
2/13/2026 CreativeOne Wealth LLC2,706$262K0.0%N/A0.068%
2/13/2026 Stifel Financial Corp111,635$10.80M0.0%+29.8%2.798%
2/13/2026 MorganRosel Wealth Management LLC8,340$807K0.2%+7.6%0.209%
2/13/2026 Wells Fargo & Company MN127,364$12.32M0.0%+26.6%3.192%
2/12/2026 Commonwealth Equity Services LLC15,372$1.49M0.0%+12.1%0.385%
2/12/2026 Great Valley Advisor Group Inc.3,274$317K0.0%+5.2%0.082%
2/11/2026 Janney Montgomery Scott LLC24,420$2.36M0.0%-1.8%0.612%
2/11/2026 LPL Financial LLC129,089$12.49M0.0%-13.9%3.235%
2/11/2026 Nemes Rush Group LLC5,227$506K0.0%-2.6%0.131%
2/11/2026 Vise Technologies Inc.38,436$3.72M0.1%+145.8%0.963%
2/10/2026 Goldman Sachs Group Inc.192,937$18.67M0.0%+53.3%4.836%
2/10/2026 BNP Paribas Financial Markets100,000$9.68M0.0%+900.0%2.506%
2/10/2026 Northwestern Mutual Wealth Management Co.14,611$1.41M0.0%-1.3%0.366%
2/9/2026 Prospera Financial Services Inc30,864$2.99M0.0%-0.9%0.774%
2/6/2026 IFP Advisors Inc2,920$283K0.0%-16.5%0.073%
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2/5/2026 Soltis Investment Advisors LLC2,263$219K0.0%N/A0.057%
2/5/2026 Northwestern Mutual Wealth Management Co.902,260$87.31M0.0%+5,993.1%22.333%
2/5/2026 HighMark Wealth Management LLC45,196$4.37M1.8%+0.4%1.119%
2/2/2026 Cornerstone Planning Group LLC4,668$473K0.1%+11.5%0.114%
1/29/2026 UBS Group AG83,510$8.08M0.0%-24.5%1.573%
1/29/2026 Sanctuary Advisors LLC59,729$5.78M0.0%-3.2%1.125%
1/29/2026 ProVise Management Group LLC3,164$306K0.0%+8.7%0.060%
1/27/2026 Wealth Enhancement Trust Services Inc.22,988$2.22M0.3%N/A0.297%
1/26/2026 CWM LLC5,749$556K0.0%-28.3%0.074%
1/23/2026 Farther Finance Advisors LLC7,611$736K0.0%-27.2%0.098%
1/21/2026 Register Financial Advisors LLC283$27K0.0%N/A0.004%
1/21/2026 Sound Income Strategies LLC8,897$906K0.0%N/A0.115%
1/20/2026 Stratos Wealth Partners LTD.4,016$389K0.0%+2.6%0.052%
1/20/2026 Partners Wealth Management LLC6,589$638K0.7%+6.3%0.085%
1/14/2026 Spire Wealth Management1,910$185K0.0%+13.4%0.025%
1/14/2026 KMG Fiduciary Partners LLC27,299$2.64M0.2%+0.4%0.354%
1/13/2026 CoreCap Advisors LLC2,208$214K0.0%+66.1%0.029%
1/8/2026 Wealth Enhancement Advisory Services LLC4,516,029$443.62M0.6%+2.9%55.822%
1/8/2026 NorthCrest Asset Manangement LLC16,909$1.64M0.0%+5.9%0.209%
1/1/2026 JPMorgan Chase & Co.2,128$196K0.0%+124.9%0.028%
11/18/2025 Advisory Services Network LLC1,844$170K0.0%N/A0.024%
11/17/2025 Susquehanna International Group LLP9,292$856K0.0%-1.7%0.121%
11/17/2025 Northwestern Mutual Wealth Management Co.14,808$1.37M0.0%-63.2%0.193%
11/17/2025 Mercer Global Advisors Inc. ADV2,999$276K0.0%-19.6%0.039%
11/17/2025 Flow Traders U.S. LLC3,930$362K0.0%+6.0%0.051%
11/17/2025 Citadel Advisors LLC4,984$459K0.0%+23.9%0.065%
11/14/2025 Creative Planning3,911$360K0.0%+5.6%0.051%
11/14/2025 Raymond James Financial Inc.67,139$6.19M0.0%-27.5%0.875%
11/13/2025 Vise Technologies Inc.15,639$1.44M0.1%-63.8%0.204%
11/13/2025 UBS Group AG110,670$10.20M0.0%-21.7%1.443%
11/13/2025 BNP Paribas Financial Markets10,000$922K0.0%N/A0.130%
11/13/2025 Private Advisor Group LLC10,471$965K0.0%-53.6%0.137%
11/13/2025 ProVise Management Group LLC2,911$268K0.0%N/A0.038%
11/7/2025 Founders Financial Alliance LLC1,064$98K0.0%N/A0.014%
11/7/2025 JPMorgan Chase & Co.2,128$196K0.0%+124.9%0.028%
11/6/2025 Assetmark Inc.352$32K0.0%+59.3%0.005%
11/6/2025 Cibc World Market Inc.2,496$230K0.0%N/A0.033%
11/6/2025 Prospera Financial Services Inc31,157$2.87M0.0%-2.7%0.406%
11/5/2025 Envestnet Asset Management Inc.8,531$786K0.0%-43.1%0.111%
11/4/2025 Jones Financial Companies Lllp996$91K0.0%+109.2%0.013%
11/3/2025 MTM Investment Management LLC2,164$199K0.1%-7.1%0.028%
10/29/2025 NorthCrest Asset Manangement LLC15,970$1.49M0.0%+6.2%0.208%
10/29/2025 Wealth Enhancement Advisory Services LLC4,389,816$410.07M0.6%+5.7%57.159%
10/29/2025 Partners Wealth Management LLC6,198$571K0.6%+13.8%0.081%
10/28/2025 Nations Financial Group Inc. IA ADV2,327$214K0.0%-6.4%0.030%
10/24/2025 MorganRosel Wealth Management LLC7,748$714K0.2%+2.2%0.101%
10/23/2025 Family Capital Trust Co55,707$5.13M1.7%+0.7%0.723%
10/22/2025 CoreCap Advisors LLC1,329$122K0.0%+18.3%0.017%
10/20/2025 HighMark Wealth Management LLC45,004$4.15M1.8%-4.8%0.583%
10/15/2025 CWM LLC8,023$739K0.0%-6.2%0.104%
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10/14/2025 Farther Finance Advisors LLC10,454$964K0.0%-37.4%0.135%
10/10/2025 KMG Fiduciary Partners LLC27,180$2.51M0.2%+2.0%0.352%
9/4/2025 Osaic Holdings Inc.9,925$841K0.0%-11.8%0.127%
8/18/2025 Geneos Wealth Management Inc.8,388$712K0.0%+1.6%0.107%
8/15/2025 Snowden Capital Advisors LLC15,954$1.35M0.0%-5.8%0.204%
8/15/2025 MML Investors Services LLC12,137$1.03M0.0%-18.8%0.155%
8/15/2025 IHT Wealth Management LLC4,680$397K0.0%-66.0%0.060%
8/15/2025 Great Valley Advisor Group Inc.3,116$264K0.0%+13.6%0.040%
8/14/2025 Raymond James Financial Inc.92,603$7.86M0.0%-57.5%1.186%
8/14/2025 NewEdge Advisors LLC3,390$288K0.0%-17.8%0.043%


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 1,686,023 shares in the last 24 months. This purchase volume represents approximately $160.31M 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 458,548 shares in the last 24 months. This volume of shares sold represents approximately $40.84M in transactions.


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This page (NASDAQ:DWAS) was last updated on 5/25/2026 by MarketBeat.com Staff.
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