Who owns Invesco Dorsey Wright SmallCap Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DWAS from SEC Form 13F filings across 105 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 105 institutions disclosed 2.4M shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $303.6M — about 31.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
105
13F holders
$303.6M
value, 2026 filers
31.3%
of shares outstanding (2.4M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DWAS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 357,203 | $45.5M | 0.0% | 4.6% | +4.9% |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 321,789 | $38.5M | 0.1% | 4.2% | -20.7% |
| 3 | GOLDMAN SACHS GROUP INC | 219,771 | $28.0M | 0.0% | 2.9% | -0.1% |
| 4 | LPL Financial LLC | 164,316 | $20.9M | 0.0% | 2.1% | +6.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 144,270 | $18.4M | 0.0% | 1.9% | +31.5% |
| 6 | WELLS FARGO & COMPANY/MN | 130,951 | $16.7M | 0.0% | 1.7% | +5.1% |
| 7 | ROYAL BANK OF CANADA | 130,356 | $16.6M | 0.0% | 1.7% | -1.4% |
| 8 | STIFEL FINANCIAL CORP | 98,175 | $12.5M | 0.0% | 1.3% | -5.4% |
| 9 | UBS Group AG | 79,987 | $10.2M | 0.0% | 1% | +1.6% |
| 10 | BNP PARIBAS FINANCIAL MARKETS | 69,519 | $8.9M | 0.0% | 0.9% | +15.9% |
| 11 | RAYMOND JAMES FINANCIAL INC | 65,464 | $8.3M | 0.0% | 0.9% | +1.0% |
| 12 | Sanctuary Advisors, LLC | 63,855 | $8.1M | 0.0% | 0.8% | +7.3% |
| 13 | HighMark Wealth Management LLC | 46,538 | $5.9M | 2.0% | 0.6% | -0.7% |
| 14 | Vise Technologies, Inc. | 34,817 | $4.4M | 0.1% | 0.5% | -9.4% |
| 15 | Biondo Investment Advisors, LLC | 29,822 | $3.8M | 0.5% | 0.4% | +1.5% |
| 16 | Cambridge Investment Research Advisors, Inc. | 27,345 | $3.5M | 0.0% | 0.4% | -0.7% |
| 17 | Prospera Financial Services Inc | 26,259 | $3.3M | 0.0% | 0.3% | -7.1% |
| 18 | Janney Montgomery Scott LLC | 23,907 | $3.0M | 0.0% | 0.3% | -0.1% |
| 19 | Cetera Investment Advisers | 19,067 | $2.4M | 0.0% | 0.2% | +2.9% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 16,826 | $2.1M | 0.0% | 0.2% | +11.5% |
| 21 | 1900 WEALTH MANAGEMENT LLC | 16,082 | $2.0M | 0.1% | 0.2% | +2.2% |
| 22 | Snowden Capital Advisors LLC | 14,708 | $1.9M | 0.0% | 0.2% | +0.7% |
| 23 | Sound Income Strategies, LLC | 14,266 | $1.8M | 0.1% | 0.2% | +27.7% |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,545 | $1.7M | 0.0% | 0.2% | -4.2% |
| 25 | NOTTINGHAM ADVISORS, INC. | 13,149 | $1.5M | 0.2% | 0.2% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.