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 86 institutions that hold shares in the stock, with a total of 5.91 Million shares, which have been reported (via 13F filing form) to have a value of $78.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
32,298
shares
|
$428,271
0.0% of portfolio
|
Q2 2025
Added 212.3%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
29,442
shares
|
$390,400
0.03% of portfolio
|
Q2 2025
Added 57.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
28,716
shares
|
$380,774
0.0% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
27,719
shares
|
$367,553
0.03% of portfolio
|
Q4 2024
Reduced 23.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,849
shares
|
$356,017
0.0% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
24,646
shares
|
$326,805
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
24,236
shares
|
$321,369
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
20,641
shares
|
$273,699
0.0% of portfolio
|
Q3 2025
Reduced 32.14%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,628
shares
|
$260,267
0.01% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
18,818
shares
|
$249,526
0.0% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
18,221
shares
|
$241,610
0.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
16,820
shares
|
$223,033
0.0% of portfolio
|
Q1 2025
Reduced 31.28%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
16,260
shares
|
$215,607
0.0% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
15,583
shares
|
$206,630
0.0% of portfolio
|
Q3 2025
Reduced 45.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,456
shares
|
$191,686
0.0% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
14,330
shares
|
$190,015
0.01% of portfolio
|
Q2 2025
Reduced 50.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
13,458
shares
|
$178,453
0.0% of portfolio
|
Q2 2025
Added 58.03%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
13,000
shares
|
$172,380
0.01% of portfolio
|
Q2 2025
Reduced 18.75%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
12,080
shares
|
$160,180
0.02% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
10,838
shares
|
$143,711
0.03% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
10,716
shares
|
$142,094
0.01% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,121
shares
|
$134,204
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,083
shares
|
$133,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,899
shares
|
$104,740
0.0% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,564
shares
|
$100,298
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|