Purchases and Sales Made in Q4 2022 in Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.41M+ 36.95% |
$68.3M - $79.5M
|
5.21M
$325M
|
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
196KNew |
$9.54M - $11.1M
|
196K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
115K+ 9.76% |
$5.57M - $6.48M
|
1.29M
$80.4M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
115K+ 9.76% |
$5.57M - $6.48M
|
1.29M
$80.4M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
87.7K+ 125.88% |
$4.26M - $4.96M
|
157K
$9.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
82.6K+ 159.65% |
$4.01M - $4.67M
|
134K
$8.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
70.6K+ 13.74% |
$3.43M - $3.99M
|
585K
$36.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.3K+ 93.26% |
$3.41M - $3.97M
|
146K
$9.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
63K+ 794.09% |
$3.06M - $3.56M
|
70.9K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
54.7K+ 62.71% |
$2.66M - $3.09M
|
142K
$8.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
51.4KNew |
$2.49M - $2.9M
|
51.4K
$3.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
35.2KNew |
$1.71M - $1.99M
|
35.2K
$2.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
33.8K+ 36.17% |
$1.64M - $1.91M
|
127K
$7.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.2K+ 114.61% |
$1.52M - $1.76M
|
58.4K
$3.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
29.9KNew |
$1.45M - $1.69M
|
29.9K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.9KNew |
$1.36M - $1.58M
|
27.9K
$1.74M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.4K+ 3020.42% |
$1.33M - $1.55M
|
28.3K
$1.76M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
26.6KNew |
$1.29M - $1.5M
|
26.6K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$1.23M - $1.43M
|
25.2K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
19.4KNew |
$943K - $1.1M
|
19.4K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
18.6K+ 10.46% |
$904K - $1.05M
|
196K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
17.9KNew |
$870K - $1.01M
|
17.9K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.2K+ 2.81% |
$836K - $973K
|
630K
$39.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
12.8K+ 115.65% |
$622K - $724K
|
23.9K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.9KNew |
$529K - $616K
|
10.9K
$680K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10.3KNew |
$502K - $585K
|
10.3K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.84KNew |
$478K - $556K
|
9.84K
$613K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.51K+ 28360.0% |
$413K - $481K
|
8.54K
$532K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.71K+ 13.31% |
$375K - $436K
|
65.7K
$4.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.77KNew |
$329K - $382K
|
6.77K
$422K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.67KNew |
$324K - $377K
|
6.67K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.44KNew |
$313K - $364K
|
6.44K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.39KNew |
$310K - $361K
|
6.39K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.16KNew |
$299K - $348K
|
6.16K
$384K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.06K+ 9.49% |
$294K - $343K
|
69.9K
$4.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
6KNew |
$291K - $339K
|
6K
$374K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.95KNew |
$289K - $336K
|
5.95K
$371K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
5.88K+ 25.47% |
$286K - $333K
|
29K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.79KNew |
$281K - $327K
|
5.79K
$361K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.49K+ 0.62% |
$267K - $310K
|
885K
$55.2M
|
|
|
Jan 24, 2023
Q4 2022
|
North Point Portfolio Managers Corp
|
BUY
|
- |
5.41K+ 3.06% |
$263K - $306K
|
182K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.36KNew |
$260K - $303K
|
5.36K
$334K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.18K+ 98.86% |
$252K - $293K
|
10.4K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.89KNew |
$238K - $276K
|
4.89K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.81KNew |
$234K - $272K
|
4.81K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.64K+ 1.36% |
$225K - $262K
|
346K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.4KNew |
$214K - $249K
|
4.4K
$274K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
4.22KNew |
$205K - $238K
|
4.22K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4KNew |
$194K - $226K
|
4K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.41K+ 4.51% |
$165K - $193K
|
78.9K
$4.92M
|