Free Trial
→ Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (From Golden Portfolio) (Ad) Free DWAS Stock Alerts

Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco Dorsey Wright SmallCap Momentum ETF logo
$83.54 -1.40 (-1.65%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$83.52 -0.02 (-0.02%)
As of 07/11/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
$184.98M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$209.26M
Get DWAS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dorsey Wright 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 Dorsey Wright SmallCap Momentum ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Farther Finance Advisors LLC16,702$1.42M0.0%-9.1%0.214%
7/10/2025 NorthCrest Asset Manangement LLC15,044$1.29M0.0%+30.0%0.193%
7/10/2025 Wealth Enhancement Advisory Services LLC4,154,304$357.35M0.6%-1.2%53.329%
7/10/2025 KMG Fiduciary Partners LLC26,650$2.26M0.2%+13.2%0.342%
7/10/2025 Focus Financial Network Inc.2,791$237K0.0%-27.4%0.036%
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%
Forget Nvidia, This “Ghost Town” Company Holds the Key to the AI Boom (Ad)

Cold War Discovery Could Unlock $100 Trillion in Wealth Jeff recently traveled to an American ghost town to investigate this crazy Cold War story… Because it could hold the key to the entire $100 trillion AI boom. It involves an American ghost town with just 30 people… And a new twist to the AI boom that could make a lot of people rich.

Click here to see the details on what could be the biggest tech story of this decade.
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%
4/17/2025 Dynamic Advisor Solutions LLC4,569$356K0.0%-8.7%0.056%
4/16/2025 Wealth Enhancement Advisory Services LLC4,202,898$327.74M0.6%-34.8%51.633%
4/16/2025 NorthCrest Asset Manangement LLC11,576$903K0.0%-9.3%0.142%
4/15/2025 Focus 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%
4/14/2025 KMG Fiduciary Partners LLC23,547$1.84M0.2%+13.7%0.289%
3/17/2025 Wealth Enhancement Advisory Services LLC6,444,120$588.28M1.1%+5.3%73.395%
3/17/2025 NorthCrest 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%
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad)

Obscure Metal More Valuable than Gold and Bitcoin… COMBINED? This strange "AI Metal" holds the key to the $100 trillion AI boom. Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world. And you won't believe what he uncovered.

Click here to see the details because this could be the biggest tech story of this decade.
1/30/2025Centerpoint Advisory Group2,670$244K0.2%N/A0.030%
1/29/2025Hemington Wealth Management912$83K0.0%+34.5%0.010%
1/29/2025 Focus 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%
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%
(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 ($357.35M), 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 2,108,839 shares in the last 24 months. This purchase volume represents approximately $184.98M in transactions.

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

Of the 40 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 ($2.29M), 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 2,658,738 shares in the last 24 months. This volume of shares sold represents approximately $209.26M in transactions.


Related Companies

This page (NASDAQ:DWAS) was last updated on 7/12/2025 by MarketBeat.com Staff
From Our Partners
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Utah’s New Oil Find
The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...
Stansberry Research | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Trump’s whole-government AI plans leaked
The New Elon Musk is officially stepping back from his day-to-day duties with DOGE. At least, that's the s...
Altimetry | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsored