Funds · DWAS

Who owns DWAS?

Institutional ownership of Invesco DWA SmallCap Momentum ETF from Form 13F, Q2 2026

105 institutional managers reported holding Invesco DWA SmallCap Momentum ETF (DWAS) in Form 13F filings for Q2 2026, with 2,432,396 shares worth $307M. The largest reported holder was Morgan Stanley. Managers that filed both quarters cut a net 27,239 shares (-1.1%). 15 opened new positions and 11 sold out.

Funds holding
105
Value held
$307M
New / sold out
15 / 11
Net shares, same filers
-1.1%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of DWAS

FundValueShare of 13F holdingsSharesMove
Morgan Stanley$45.5M14.7%357,203Added
Wealth Enhancement Advisory Services, LLC$38.5M13.2%321,789Trimmed
Goldman Sachs Group Inc$28.0M9.0%219,771Unchanged
LPL Financial LLC$20.9M6.8%164,316Added
Bank of America Corp$18.4M5.9%144,270Added
Wells Fargo & Company$16.7M5.4%130,951Added
Royal Bank of Canada$16.6M5.4%130,356Trimmed
Stifel Financial Corp$12.5M4.0%98,175Trimmed
UBS Group AG$10.2M3.3%79,987Added
BNP Paribas Financial Markets$8.9M2.9%69,519Added
Raymond James Financial Inc$8.3M2.7%65,464Added
Sanctuary Advisors, LLC$8.1M2.6%63,855Added
Cambridge Investment Research Advisors, Inc.$7.0M2.2%54,690Added
HighMark Wealth Management LLC$5.9M1.9%46,538Trimmed
Vise Technologies, Inc.$4.4M1.4%34,817Trimmed
Biondo Investment Advisors, LLC$3.8M1.2%29,822Added
Prospera Financial Services Inc$3.3M1.1%26,259Trimmed
Janney Montgomery Scott LLC$3.0M1.0%23,907Unchanged
Cetera Investment Advisers$2.4M0.8%19,067Added
Commonwealth Equity Services, LLC$2.1M0.7%16,826Added
1900 Wealth Management LLC$2.0M0.7%16,082Added
Snowden Capital Advisors LLC$1.9M0.6%14,708Added
Sound Income Strategies, LLC$1.8M0.6%14,266Added
Northwestern Mutual Wealth Management Co$1.7M0.6%13,545Trimmed
Colonial River Investments, LLC$1.6M0.5%12,620New

Share of 13F holdings is each fund's shares as a share of the 2,432,396 DWAS shares all 13F filers reported, not of shares outstanding.

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $22.5M and sold $24.1M; 33 added and 27 trimmed.

Questions about DWAS ownership

Who owns DWAS stock?
105 institutional investment managers reported DWAS positions in their Form 13F filings for Q2 2026, holding 2,432,396 shares worth $307M in total. Morgan Stanley reported the largest position.
Are funds buying or selling DWAS?
In Q2 2026, 15 managers opened new DWAS positions, 33 added, 27 trimmed and 11 sold out. Managers that filed in both quarters sold a net 27,239 shares.
How current is this DWAS institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to DWAS by CUSIP. Options are left out. DWAS news and filings · DWAS insider trades · Top funds