INVESCO EXCHANGE TRADED FD T (DWAQ)
Institutional ownership reported to the SEC as of Q4 2019, across 5 quarters.
24
Reporting holders
$15.3M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $3.7M | 29,023 | 0.00% | 5q | +102.3%+$1.9M |
| Institute for Wealth Management, LLC. | $2.9M | 22,521 | 0.65% | 5q | -1.8%-$53.7K |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | $2.3M | 18,261 | 0.01% | 5q | +34.8%+$604.3K |
| MORGAN STANLEY | $1.1M | 8,411 | 0.00% | 7q | +31.6%+$258.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 7,979 | 0.00% | 3q | +47.3%+$327.7K |
| RAYMOND JAMES & ASSOCIATES | $806.0K | 6,297 | 0.00% | 2q | -5.6%-$48.0K |
| JANE STREET GROUP, LLC | $680.0K | 5,316 | 0.00% | 5q | -21.4%-$185.1K |
| LPL Financial LLC | $420.0K | 3,283 | 0.00% | 5q | -6.3%-$28.0K |
| Janney Montgomery Scott LLC | $418.0K | 3,265 | 0.00% | 5q | -0.7%-$2.8K |
| UBS Group AG | $271.0K | 2,116 | 0.00% | 5q | +17.4%+$40.1K |
| BANK OF AMERICA CORP /DE/ | $268.0K | 2,094 | 0.00% | 5q | -0.6%-$1.7K |
| WELLS FARGO & COMPANY/MN | $236.0K | 1,839 | 0.00% | 5q | HELD |
| NWAM LLC | $215.0K | 1,678 | 0.04% | new | NEW |
| AMERIPRISE FINANCIAL INC | $205.0K | 1,602 | 0.00% | 2q | -21.4%-$55.9K |
| US BANCORP \DE\ | $192.0K | 1,500 | 0.00% | 5q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $152.0K | 1,190 | 0.04% | new | FIRST |
| Advisor Group, Inc. | $117.0K | 913 | 0.00% | 5q | -12.3%-$16.4K |
| Private Capital Group, LLC | $69.0K | 542 | 0.01% | 5q | HELD |
| PNC Financial Services Group, Inc. | $62.0K | 483 | 0.00% | 5q | HELD |
| American Portfolios Advisors | $60.7K | 474 | 0.00% | 7q | -47.0%-$53.7K |
| JNBA Financial Advisors | $44.0K | 347 | 0.01% | 5q | -11.7%-$5.8K |
| Advisory Services Network, LLC | $29.0K | 227 | 0.00% | 5q | HELD |
| PROEQUITIES, INC. | $22.0K | 175 | 0.00% | 5q | -53.3%-$25.1K |
| Total Clarity Wealth Management, Inc. | $21.0K | 162 | 0.02% | new | FIRST |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2019 | 24 | $15.3M | 119,698 | 1 | 5 | 11 | 0.0% |
| Q3 2019 | 23 | $10.8M | 100,183 | 3 | 7 | 5 | 0.0% |
| Q2 2019 | 22 | $11.8M | 99,007 | 2 | 5 | 7 | 0.0% |
| Q1 2019 | 21 | $10.5M | 95,465 | 1 | 4 | 7 | 0.0% |
| Q4 2018 | 23 | $8.4M | 96,035 | 0 | 0 | 1 | 0.0% |