Institutional Ownership Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw High Div (KBWD). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 5.17 Million shares, which have been reported (via 13F filing form) to have a value of $76.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
868,299
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
770,430
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
456,337
shares
|
$6.79 Million
5.19% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
443,606
shares
|
$6.6 Million
0.0% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
425,541
shares
|
$6.33 Million
0.17% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
340,039
shares
|
$5.06 Million
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
184,401
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2024
Added 80.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
155,850
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
117,700
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 435.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
113,648
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Added 22.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
101,150
shares
|
$1.51 Million
0.06% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
85,867
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,453
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
66,896
shares
|
$995,412
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
65,547
shares
|
$975,339
0.33% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,124
shares
|
$939,285
0.0% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
56,248
shares
|
$836,970
0.01% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
47,551
shares
|
$707,558
0.01% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
46,706
shares
|
$694,985
0.01% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
41,075
shares
|
$611,196
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
36,349
shares
|
$540,873
0.0% of portfolio
|
Q3 2024
Added 41.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
36,074
shares
|
$536,781
0.06% of portfolio
|
Q2 2024
Reduced 46.06%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
35,978
shares
|
$535,352
0.26% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
35,662
shares
|
$530,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
33,649
shares
|
$500,697
0.0% of portfolio
|
Q4 2024
Added 12.51%
|