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 88 institutions that hold shares in the stock, with a total of 6.18 Million shares, which have been reported (via 13F filing form) to have a value of $79.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
8,835
shares
|
$113,971
0.0% of portfolio
|
Q4 2024
Added 31.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
7,490
shares
|
$96,621
0.03% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
5,600
shares
|
$72,240
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,245
shares
|
$67,660
0.03% of portfolio
|
Q1 2024
Added 24.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,205
shares
|
$67,144
0.0% of portfolio
|
Q4 2024
Reduced 85.4%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,825
shares
|
$62,242
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
4,625
shares
|
$59,662
0.06% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,527
shares
|
$58,398
0.0% of portfolio
|
Q1 2024
Added 35.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
4,409
shares
|
$56,876
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
4,280
shares
|
$55,212
0.02% of portfolio
|
Q4 2024
Added 44.64%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4,171
shares
|
$53,805
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
2,400
shares
|
$30,960
0.01% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$25,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$25,800
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,793
shares
|
$23,129
0.0% of portfolio
|
Q2 2024
Reduced 46.32%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,500
shares
|
$19,350
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,200
shares
|
$15,480
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,116
shares
|
$14,396
0.0% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,067
shares
|
$13,764
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$12,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$12,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
950
shares
|
$12,255
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
820
shares
|
$10,578
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
800
shares
|
$10,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
737
shares
|
$9,507
0.0% of portfolio
|
Q4 2024
Reduced 6.11%
|