Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free DWAS Stock Alerts

Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) Institutional Ownership

Invesco Dorsey Wright SmallCap Momentum ETF logo
$114.04 -2.20 (-1.89%)
As of 07/24/2026 03:39 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$155.73M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$34.78M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
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%
4/27/2026 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%
4/22/2026Janney 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%
2/9/2026 Prospera Financial Services Inc30,864$2.99M0.0%-0.9%0.774%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/6/2026 IFP 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%
1/27/2026 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%
1/20/2026Stratos 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%
1/1/2026JPMorgan 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%
11/6/2025 Prospera 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%
10/29/2025 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%
10/23/2025Family Capital Trust Co55,707$5.13M1.7%+0.7%0.723%
10/22/2025 CoreCap Advisors LLC1,329$122K0.0%+18.3%0.017%
10/20/2025HighMark Wealth Management LLC45,004$4.15M1.8%-4.8%0.583%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
8/18/2025Geneos 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, 101 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 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: 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 1,628,143 shares in the last 24 months. This purchase volume represents approximately $155.73M in transactions.

Of the 33 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), Vise Technologies Inc. ($27.62K), Northwestern Mutual Wealth Management Co. ($25.60K), Atria Investments Inc ($22.43K), LPL Financial LLC ($20.91K), and Private Advisor Group LLC ($12.08K).

Institutional investors have sold a total of 387,043 shares in the last 24 months. This volume of shares sold represents approximately $34.78M in transactions.


Related Companies

This page (NASDAQ:DWAS) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel