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Invesco DWA SmallCap Momentum ETF (DWAS) Institutional Ownership

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-0.36 (-0.41%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco DWA SmallCap Momentum ETF (NASDAQ:DWAS)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$170.80M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$18.11M
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DWAS Institutional Buying and Selling by Quarter

Invesco DWA SmallCap Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024 Thoroughbred Financial Services LLC6,638$603K0.1%-12.1%0.064%
5/7/2024 Oppenheimer & Co. Inc.16,486$1.50M0.0%N/A0.159%
5/4/2024 Riggs Asset Managment Co. Inc.3,600$327K0.1%N/A0.035%
4/30/2024 Private Advisor Group LLC41,513$3.77M0.0%+3.4%0.401%
4/29/2024Commonwealth Equity Services LLC18,128$1.65M0.0%+57.6%0.175%
4/29/2024 HighMark Wealth Management LLC49,485$4.48M2.8%-1.2%0.479%
4/25/2024 Cambridge Investment Research Advisors Inc.82,384$7.49M0.0%+63.9%0.799%
4/24/2024 1900 Wealth Management LLC16,247$1.48M0.1%-14.2%0.158%
4/24/2024 Family Capital Trust Co2,059$187K0.1%+862.1%0.020%
4/24/2024 Spire Wealth Management2,050$186K0.0%+24.2%0.020%
4/23/2024 Raymond James Financial Services Advisors Inc.19,708$1.79M0.0%+4.0%0.191%
4/22/2024 Raymond James & Associates243,118$22.10M0.0%-0.3%2.358%
4/19/2024 First Trust Direct Indexing L.P.4,935$449K0.0%N/A0.048%
4/18/2024 Synergy Asset Management LLC4,070$370K0.1%N/A0.040%
4/18/2024 MorganRosel Wealth Management LLC4,126$375K0.1%-9.1%0.040%
4/16/2024 Wealth Enhancement Advisory Services LLC5,566,982$506.09M1.3%+9.1%54.365%
2/13/2024Tower Research Capital LLC TRC906$76K0.0%-86.7%0.010%
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%
2/12/2024Steward Partners Investment Advisory LLC4,879$409K0.0%-4.9%0.053%
2/9/2024 Advisory Services Network LLC2,079$174K0.0%N/A0.023%
2/9/2024 Cambridge 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%
2/9/2024 Thoroughbred Financial Services LLC7,556$633K0.1%-26.6%0.082%
2/8/2024 Janney Montgomery Scott LLC28,445$2.38M0.0%+1.1%0.310%
2/6/2024 Private Advisor Group LLC40,134$3.36M0.0%+10.0%0.438%
2/1/2024 1900 Wealth Management LLC18,929$1.59M0.1%-2.9%0.207%
2/1/2024 CWM LLC52,482$4.40M0.0%+12.7%0.574%
1/26/2024 Geneos Wealth Management Inc.6,921$580K0.0%-14.7%0.076%
1/24/2024Prime Capital Investment Advisors LLC2,863$240K0.0%N/A0.031%
1/24/2024 Private Trust Co. NA342$29K0.0%-50.4%0.004%
1/23/2024 HighMark Wealth Management LLC50,070$4.20M2.8%N/A0.550%
1/18/2024 Trueblood Wealth Management LLC10,094$846K0.5%N/A0.111%
1/16/2024 Raymond James Financial Services Advisors Inc.18,947$1.59M0.0%-0.7%0.209%
1/16/2024 Raymond 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%
11/14/2023Tower Research Capital LLC TRC6,794$510K0.0%-25.8%0.075%
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11/14/2023Private Advisory Group LLC28,781$2.16M0.4%+29.2%0.318%
11/13/2023LPL Financial LLC290,029$21.78M0.0%+1.6%3.208%
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%
11/8/2023 Cornerstone Planning Group LLC1,028$77K0.0%+2,407.3%0.011%
11/8/2023 Janney Montgomery Scott LLC28,129$2.11M0.0%-6.4%0.311%
11/4/2023 NBC Securities Inc.405$30K0.0%N/A0.004%
11/3/2023 Private Advisor Group LLC36,479$2.74M0.0%+3.9%0.404%
11/1/2023 Money Concepts Capital Corp25,671$1.93M0.2%+5.9%0.284%
10/24/2023 Raymond James Financial Services Advisors Inc.19,079$1.43M0.0%-35.4%0.208%
10/24/2023 Raymond James & Associates252,404$18.96M0.0%-3.6%2.749%
10/24/2023 Cambridge 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%
10/20/2023 Coastal Investment Advisors Inc.2,155$170K0.0%+7.5%0.023%
10/17/2023 1900 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%
10/10/2023 Strid Group LLC11,471$862K0.2%-33.7%0.128%
10/10/2023National Bank of Canada FI2,850$209K0.0%+7.5%0.032%
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%
8/10/2023 Cary Street Partners Investment Advisory LLC709$56K0.0%+57.6%0.008%
8/10/2023 Private 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%
8/9/2023 Coastal 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%
8/3/2023 Thoroughbred Financial Services LLC8,712$685K0.1%-1.5%0.099%
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%
8/2/2023 Sigma Planning Corp3,657$288K0.0%N/A0.042%
8/1/2023Truist Financial Corp18,155$1.43M0.0%N/A0.207%
8/1/2023 Money Concepts Capital Corp24,245$1.91M0.2%N/A0.276%
7/31/2023LPL Financial LLC285,326$22.46M0.0%+62.3%3.246%
7/31/2023 Principle Wealth Partners LLC5,368$423K0.0%-23.3%0.061%
7/31/2023Lowery Thomas LLC4,012$316K0.3%+8.3%0.046%
7/26/2023 Janney Montgomery Scott LLC30,053$2.37M0.0%-48.5%0.344%
7/25/2023 Raymond James Financial Services Advisors Inc.29,554$2.33M0.0%+0.7%0.338%
7/25/2023 Raymond James & Associates261,817$20.61M0.0%+0.2%2.996%
7/25/2023 Strid Group LLC17,295$1.36M0.3%-1.0%0.198%
7/21/2023 Wealth Enhancement Advisory Services LLC3,382,011$266.23M2.9%+52.8%38.696%
7/21/2023 NorthCrest Asset Manangement LLC3,880$305K0.0%N/A0.044%
7/21/2023 1900 Wealth Management LLC24,308$1.91M0.2%+13.9%0.278%
7/19/2023 Fifth Third Securities Inc.5,005$394K0.0%-28.7%0.057%
7/18/2023 Fiduciary Alliance LLC427$34K0.0%N/A0.005%
7/18/2023 Stratos Wealth Partners LTD.2,689$212K0.0%N/A0.031%
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7/13/2023 Cambridge Investment Research Advisors Inc.54,962$4.33M0.0%+154.6%0.628%
6/5/2023EP Wealth Advisors LLC11,455$1.34M0.0%N/A0.147%
5/11/2023 Cambridge Investment Research Advisors Inc.21,591$1.59M0.0%+3.3%0.276%
5/10/2023 Private Advisor Group LLC6,805$501K0.0%N/A0.087%
5/10/2023LPL Financial LLC175,789$12.95M0.0%+22.3%2.251%
5/9/2023Fortis Advisors LLC11,977$81K0.1%+1.2%0.153%
5/9/2023Tower Research Capital LLC TRC7,179$529K0.0%-3.4%0.092%
5/5/2023Lowery Thomas LLC3,703$273K0.3%N/A0.048%
5/2/2023 1900 Wealth Management LLC21,342$1.56M0.2%-0.9%0.275%
5/2/2023 Del Sette Capital Management LLC74,230$5.47M5.4%-8.3%0.955%
(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, 91 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), Raymond James & Associates ($22.10M), LPL Financial LLC ($21.78M), Royal Bank of Canada ($19.37M), Wells Fargo & Company MN ($12.80M), and Cambridge Investment Research Advisors Inc. ($7.49M).Learn more on DWAS's institutional investors.

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

Of the 80 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), Cambridge Investment Research Advisors Inc. ($68.28K), HighMark Wealth Management LLC ($50.07K), and Private Advisor Group LLC ($41.75K).

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

Institutional investors have bought a total of 5,037,213 shares in the last 24 months. This purchase volume represents approximately $604.93M in transactions.

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

Of the 41 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: Win Advisors Inc. ($222.26K), Wells Fargo & Company MN ($120.93K), Janney Montgomery Scott LLC ($94.07K), Envestnet Asset Management Inc. ($30.98K), Raymond James & Associates ($23.03K), Cambridge Investment Research Advisors Inc. ($21.58K), and Fortis Advisors LLC ($16.39K).

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

Institutional investors have sold a total of 677,285 shares in the last 24 months. This volume of shares sold represents approximately $80.91M in transactions.


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This page (NASDAQ:DWAS) was last updated on 5/12/2024 by MarketBeat.com Staff

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