ETF Holders

Who owns DWAS?

Small or mid cap

Invesco DWA SmallCap Momentum ETF · Invesco

105 institutions reported holding DWAS, worth $307.0M, in Form 13F filings for June 30, 2026.

13F holders
105
Institutional value
$307.0M
Change from prior quarter
+26.3%
+$63.9M, with price moves
New and sold-out firms
17 / 11
33 added, 29 trimmed

Top 10 institutional holders of DWAS

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$45.5M357,203+16,810 shares
Wealth Enhancement Advisory Services, LLCPlymouth, MN$38.5M321,789−83,898 shares
Goldman Sachs Group Inc.New York, NY$28.0M219,771−160 shares
LPL Financial LLCFort Mill, SC$20.9M164,316+10,249 shares
Bank of America Corp.Charlotte, NC$18.4M144,270+34,577 shares
Wells Fargo & CompanySan Francisco, CA$16.7M130,951+6,391 shares
Royal Bank of CanadaToronto, Ontario, Canada$16.6M130,356−1,841 shares
Stifel Financial Corp.St. Louis, MO$12.5M98,175−5,619 shares
UBS Group AGZurich, Switzerland$10.2M79,987+1,269 shares
BNP Paribas Financial MarketsParis, France$8.9M69,519+9,519 shares
95 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns DWAS?

105 institutional managers reported holding DWAS in Form 13F filings for June 30, 2026, worth $307.0M in total. The largest reported position was held by Morgan Stanley, at $45.5M.

Did institutions buy or sell DWAS last quarter?

Reported 13F value rose 26.3% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 11 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is DWAS ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.