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Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco Dorsey Wright SmallCap Momentum ETF logo
$118.41 +0.51 (+0.43%)
As of 09:48 AM 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)
47
Total
Institutional Inflows
(last 12 months)
$151.11M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$21.22M
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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
6/3/2026 NewEdge 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%
5/13/2026 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%
5/5/2026Sanctuary 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%
3/2/2026Sankala 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%
2/17/2026AQR Capital Management LLC7,441$720K0.0%+21.8%0.186%
2/17/2026 Cetera Investment Advisers18,401$1.78M0.0%-9.8%0.461%
2/17/2026Osaic Holdings Inc.6,815$660K0.0%-24.7%0.171%
2/17/2026Royal Bank of Canada133,783$12.95M0.0%-1.9%3.353%
2/16/2026 MML 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%
2/13/2026 Kestra Advisory Services LLC1,984$192K0.0%N/A0.050%
2/13/2026CreativeOne Wealth LLC2,706$262K0.0%N/A0.068%
2/13/2026 Stifel 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%
2/12/2026 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%
2/11/2026Nemes 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%
2/10/2026Goldman 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%
2/10/2026 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%
Buffett's Final Warning: "The Dollar Is Going to Hell" (Ad)

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2/6/2026 IFP Advisors Inc2,920$283K0.0%-16.5%0.073%
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%
1/29/2026UBS Group AG83,510$8.08M0.0%-24.5%1.573%
1/29/2026Sanctuary Advisors LLC59,729$5.78M0.0%-3.2%1.125%
1/29/2026 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%
1/26/2026CWM 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%
11/17/2025Susquehanna 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%
11/17/2025Flow 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%
11/13/2025 Vise 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%
11/13/2025 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%
11/6/2025Cibc 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%
11/4/2025Jones 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%
10/24/2025MorganRosel 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%
Buffett's Final Warning: "The Dollar Is Going to Hell" (Ad)

In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone. And it's happening again this year. And next year. And the year after that. The people who understand this are already moving. In a free presentation I just recorded, I'm revealing what we call "The 2026 AI Gold Rush." The ONE AI-linked asset class the U.S. government has no choice but to fuel… and BlackRock, Goldman Sachs, and 170 public companies are already positioning into it. The same strategy that delivered 12,480% for Mastercard investors since its 2006 IPO. Sitting idle isn't "playing it safe." It's the most expensive decision you'll make this decade.tc pixel

Watch the free presentation (and see how to stop the purchasing power bleed) →
10/15/2025CWM LLC8,023$739K0.0%-6.2%0.104%
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%
9/4/2025Osaic 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%
8/15/2025Snowden 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%
8/15/2025IHT 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%
8/14/2025Raymond James Financial Inc.92,603$7.86M0.0%-57.5%1.186%


DWAS Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 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 86 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: Northwestern Mutual Wealth Management Co. ($893.69K), Wealth Enhancement Advisory Services LLC ($802.06K), 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 1,573,751 shares in the last 24 months. This purchase volume represents approximately $151.11M in transactions.

Of the 30 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: UBS Group AG ($57.75K), Vise Technologies Inc. ($27.62K), Northwestern Mutual Wealth Management Co. ($25.60K), Raymond James Financial Inc. ($25.46K), LPL Financial LLC ($20.91K), Private Advisor Group LLC ($12.08K), and Farther Finance Advisors LLC ($9.09K).

Institutional investors have sold a total of 227,296 shares in the last 24 months. This volume of shares sold represents approximately $21.22M in transactions.


Related Companies

Institutional ownership data for NASDAQ:DWAS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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