S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

Invesco DWA SmallCap Momentum ETF (DWAS) Institutional Ownership

$81.88
-0.67 (-0.81%)
(As of 04/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$508.63M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$40.77M
Get DWAS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco DWA SmallCap Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DWAS Institutional Buying and Selling by Quarter

Invesco DWA SmallCap Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Synergy Asset Management LLC4,070$370K0.1%N/A0.040%
4/18/2024MorganRosel Wealth Management LLC4,126$375K0.1%-9.1%0.040%
4/16/2024Wealth Enhancement Advisory Services LLC5,566,982$506.09M1.3%+9.1%54.365%
3/1/2024Goldman Sachs Group Inc.3,608$302K0.0%-76.9%0.039%
2/16/2024Harbour Investments Inc.16,845$1.41M0.1%+14.5%0.184%
2/15/2024Mercer Global Advisors Inc. ADV7,362$617K0.0%-10.2%0.080%
2/15/2024Baird Financial Group Inc.37,237$3.12M0.0%+107.0%0.406%
2/15/2024Citadel Advisors LLC4,935$414K0.0%-13.0%0.054%
2/14/2024Royal Bank of Canada214,801$18.00M0.0%+0.6%2.342%
2/14/2024Kestra Advisory Services LLC3,847$322K0.0%-47.6%0.042%
2/14/2024Creative Planning4,426$371K0.0%N/A0.048%
2/13/2024Envestnet Asset Management Inc.31,004$2.60M0.0%-13.6%0.338%
2/13/2024Stephens Inc. AR2,435$204K0.0%N/A0.027%
2/13/2024Cetera Advisor Networks LLC20,009$1.68M0.0%-6.3%0.218%
2/13/2024Tower Research Capital LLC TRC906$76K0.0%-86.7%0.010%
2/13/2024Goldman Sachs Group Inc.3,608$302K0.0%-76.9%0.039%
2/12/2024Scotia Capital Inc.3,557$298K0.0%+6.4%0.039%
2/12/2024Focus Financial Network Inc. ADV4,226$354K0.0%N/A0.046%
2/12/2024Stifel Financial Corp17,243$1.45M0.0%-14.7%0.188%
2/12/2024Steward Partners Investment Advisory LLC4,879$409K0.0%-4.9%0.053%
2/9/2024Advisory Services Network LLC2,079$174K0.0%N/A0.023%
2/9/2024Cambridge Investment Research Advisors Inc.50,256$4.21M0.0%-7.9%0.548%
2/9/2024Nemes Rush Group LLC8,123$681K0.1%+25.0%0.089%
2/9/2024Wells Fargo & Company MN152,726$12.80M0.0%-34.5%1.665%
2/9/2024Thoroughbred Financial Services LLC7,556$633K0.1%-26.6%0.082%
2/9/2024UBS Group AG61,204$5.13M0.0%-6.9%0.667%
2/8/2024Janney Montgomery Scott LLC28,445$2.38M0.0%+1.1%0.310%
2/6/2024Private Advisor Group LLC40,134$3.36M0.0%+10.0%0.438%
2/1/20241900 Wealth Management LLC18,929$1.59M0.1%-2.9%0.207%
2/1/2024 CWM LLC52,482$4.40M0.0%+12.7%0.574%
1/26/2024Geneos Wealth Management Inc.6,921$580K0.0%-14.7%0.076%
1/24/2024Prime Capital Investment Advisors LLC2,863$240K0.0%N/A0.031%
1/24/2024Private Trust Co. NA342$29K0.0%-50.4%0.004%
1/23/2024HighMark Wealth Management LLC50,070$4.20M2.8%N/A0.550%
1/18/2024Trueblood Wealth Management LLC10,094$846K0.5%N/A0.111%
1/16/2024Raymond James Financial Services Advisors Inc.18,947$1.59M0.0%-0.7%0.209%
1/16/2024Raymond James & Associates243,971$20.44M0.0%-3.3%2.687%
1/11/2024 Dynamic Advisor Solutions LLC5,352$430K0.0%+6.3%0.059%
1/9/2024DB Wealth Management Group LLC6,091$510K0.3%-22.4%0.067%
11/24/2023EP Wealth Advisors LLC9,689$728K0.0%+382.0%0.107%
Biden’s $374B Giveaway Into This Sector (Ad)

Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here

Click here for the full story
11/16/2023Morgan Stanley298,497$22.42M0.0%-6.1%3.302%
11/15/2023Mercer Global Advisors Inc. ADV8,196$616K0.0%-7.4%0.091%
11/15/2023Royal Bank of Canada213,495$16.04M0.0%+6.0%2.362%
11/14/2023Tower Research Capital LLC TRC6,794$510K0.0%-25.8%0.075%
11/14/2023Private Advisory Group LLC28,781$2.16M0.4%+29.2%0.318%
11/13/2023Stifel Financial Corp20,222$1.52M0.0%-16.0%0.224%
11/13/2023LPL Financial LLC290,029$21.78M0.0%+1.6%3.208%
11/13/2023Envestnet Asset Management Inc.35,886$2.70M0.0%-19.1%0.397%
11/13/2023Kestra Advisory Services LLC7,343$552K0.0%+94.1%0.081%
11/9/2023Nemes Rush Group LLC6,496$488K0.1%+177.5%0.072%
11/9/2023Biondo Investment Advisors LLC21,453$1.61M0.3%+2.9%0.237%
11/9/2023UBS Group AG65,728$4.94M0.0%-17.1%0.727%
11/8/2023Cornerstone Planning Group LLC1,028$77K0.0%+2,407.3%0.011%
11/8/2023Janney Montgomery Scott LLC28,129$2.11M0.0%-6.4%0.311%
11/4/2023 NBC Securities Inc.405$30K0.0%N/A0.004%
11/3/2023Private Advisor Group LLC36,479$2.74M0.0%+3.9%0.404%
11/1/2023Money Concepts Capital Corp25,671$1.93M0.2%+5.9%0.284%
10/24/2023Raymond James Financial Services Advisors Inc.19,079$1.43M0.0%-35.4%0.208%
10/24/2023Raymond James & Associates252,404$18.96M0.0%-3.6%2.749%
10/24/2023Cambridge Investment Research Advisors Inc.54,585$4.10M0.0%-0.7%0.595%
10/23/2023Commonwealth Equity Services LLC10,756$808K0.0%+3.1%0.117%
10/20/2023Coastal Investment Advisors Inc.2,155$170K0.0%+7.5%0.023%
10/17/20231900 Wealth Management LLC19,497$1.46M0.1%-19.8%0.212%
10/11/2023 CWM LLC46,551$3.50M0.0%+3.3%0.518%
10/11/2023 Dynamic Advisor Solutions LLC5,037$378K0.0%+4.0%0.056%
10/10/2023Strid Group LLC11,471$862K0.2%-33.7%0.128%
10/10/2023National Bank of Canada FI2,850$209K0.0%+7.5%0.032%
8/21/2023Osaic Holdings Inc.14,291$1.13M0.0%+7.1%0.162%
8/15/2023Wells Fargo & Company MN236,927$18.65M0.0%-15.8%2.689%
8/15/2023IHT Wealth Management LLC16,116$1.27M0.1%-8.5%0.183%
8/15/2023Harbour Investments Inc.14,813$1.17M0.1%+8.5%0.168%
8/15/2023Royal Bank of Canada201,319$15.85M0.0%-29.8%2.285%
8/15/2023Stifel Financial Corp24,066$1.90M0.0%-5.1%0.273%
8/15/2023Citadel Advisors LLC13,717$1.08M0.0%-31.7%0.156%
8/14/2023Mercer Global Advisors Inc. ADV8,851$697K0.0%-22.2%0.100%
8/14/2023Tower Research Capital LLC TRC 9,152$720K0.0%+27.5%0.104%
8/14/2023MML Investors Services LLC12,936$1.02M0.0%+25.8%0.147%
8/14/2023Snowden Capital Advisors LLC12,732$1.00M0.0%+10.3%0.145%
8/11/2023Biondo Investment Advisors LLC20,840$1.64M0.3%+3.0%0.237%
8/11/2023Kestra Advisory Services LLC3,784$298K0.0%-59.2%0.043%
8/10/2023Osaic Holdings Inc.14,291$1.13M0.0%+7.1%0.162%
8/10/2023Commonwealth Equity Services LLC10,435$821K0.0%-47.2%0.118%
8/10/2023Cary Street Partners Investment Advisory LLC709$56K0.0%+57.6%0.008%
8/10/2023Private Advisor Group LLC35,104$2.76M0.0%+415.9%0.398%
8/10/2023Cetera Advisor Networks LLC21,911$1.73M0.0%-3.5%0.249%
8/9/2023Coastal Investment Advisors Inc.2,005$158K0.0%N/A0.023%
8/8/2023Prospera Financial Services Inc31,180$2.45M0.1%-6.1%0.354%
8/4/2023Envestnet Asset Management Inc.44,368$3.49M0.0%-39.7%0.504%
8/3/2023Scotia Capital Inc.3,342$263K0.0%-8.0%0.038%
8/3/2023Thoroughbred Financial Services LLC8,712$685K0.1%-1.5%0.099%
Biden’s $374B Giveaway Into This Sector (Ad)

Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here

Click here for the full story
8/3/2023 Dynamic Advisor Solutions LLC4,845$381K0.0%+11.7%0.055%
8/3/2023 CWM LLC45,082$3.55M0.0%+9.0%0.512%
8/2/2023Nemes Rush Group LLC2,341$184K0.0%N/A0.027%
8/2/2023Sigma Planning Corp3,657$288K0.0%N/A0.042%
8/1/2023Truist Financial Corp18,155$1.43M0.0%N/A0.207%
8/1/2023Money Concepts Capital Corp24,245$1.91M0.2%N/A0.276%
7/31/2023LPL Financial LLC285,326$22.46M0.0%+62.3%3.246%
7/31/2023Principle Wealth Partners LLC5,368$423K0.0%-23.3%0.061%
7/31/2023Lowery Thomas LLC4,012$316K0.3%+8.3%0.046%
7/26/2023Janney Montgomery Scott LLC30,053$2.37M0.0%-48.5%0.344%
(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, 108 institutional investors and hedge funds held shares of Invesco DWA SmallCap Momentum ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($506.09M), Affinity Wealth Management LLC ($23.36M), Morgan Stanley ($22.42M), LPL Financial LLC ($21.78M), Raymond James & Associates ($20.44M), Royal Bank of Canada ($18.00M), and Bank of America Corp DE ($13.36M).Learn more on DWAS's institutional investors.

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

Of the 95 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 ($3.85M), Affinity Wealth Management LLC ($321.02K), LPL Financial LLC ($146.30K), Del Sette Capital Management LLC ($86.29K), Envestnet Asset Management Inc. ($61.66K), HighMark Wealth Management LLC ($50.07K), and CWM LLC ($44.73K).

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

Institutional investors have bought a total of 5,188,649 shares in the last 24 months. This purchase volume represents approximately $628.63M in transactions.

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

Of the 59 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: Bank of America Corp DE ($333.29K), Win Advisors Inc. ($222.26K), Wells Fargo & Company MN ($165.41K), Royal Bank of Canada ($114.87K), Janney Montgomery Scott LLC ($94.07K), UBS Group AG ($67.91K), and Raymond James & Associates ($62.45K).

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

Institutional investors have sold a total of 1,496,305 shares in the last 24 months. This volume of shares sold represents approximately $197.53M in transactions.


This page (NASDAQ:DWAS) was last updated on 4/19/2024 by MarketBeat.com Staff

From Our Partners