Institutional Ownership Invesco ETF Tr Ii Kbw Property (KBWP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Property (KBWP). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 2.45 Million shares, which have been reported (via 13F filing form) to have a value of $303 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
1,117,500
shares
|
$138 Million
1.24% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
260,087
shares
|
$32.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
133,586
shares
|
$16.5 Million
0.29% of portfolio
|
Q3 2025
Added 69.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
128,590
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
85,161
shares
|
$10.5 Million
0.25% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
82,397
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,779
shares
|
$6.78 Million
0.01% of portfolio
|
Q3 2024
Added 1744.41%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
40,700
shares
|
$5.03 Million
0.01% of portfolio
|
Q3 2025
Added 54.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
39,048
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2025
Added 92.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
30,100
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
28,403
shares
|
$3.51 Million
2.45% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
27,250
shares
|
$3.37 Million
1.01% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,575
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
26,263
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
24,372
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
22,991
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
22,981
shares
|
$2.84 Million
0.55% of portfolio
|
Q3 2025
Reduced 45.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
22,358
shares
|
$2.77 Million
0.1% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
20,941
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.18%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,761
shares
|
$2.32 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,744
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
Added 114.45%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
16,862
shares
|
$2.09 Million
2.05% of portfolio
|
Q3 2025
Reduced 33.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
15,993
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
15,738
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
14,340
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|