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 72 institutions that hold shares in the stock, with a total of 2.1 Million shares, which have been reported (via 13F filing form) to have a value of $252 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,117,500
shares
|
$132 Million
1.82% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
175,959
shares
|
$20.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
96,703
shares
|
$11.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
78,757
shares
|
$9.3 Million
0.26% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,779
shares
|
$6.47 Million
0.01% of portfolio
|
Q3 2024
Added 1744.41%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
42,295
shares
|
$5 Million
1.08% of portfolio
|
Q2 2025
Added 50.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
36,989
shares
|
$4.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
35,778
shares
|
$4.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 70.87%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
35,390
shares
|
$4.18 Million
1.19% of portfolio
|
Q2 2025
Added 135.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
34,568
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.75%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
32,526
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,575
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
25,019
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Added 113.49%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
24,870
shares
|
$2.94 Million
3.65% of portfolio
|
Q1 2025
Added 53.81%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
24,108
shares
|
$2.85 Million
2.36% of portfolio
|
Q2 2025
Added 67.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
21,602
shares
|
$2.55 Million
0.1% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
20,454
shares
|
$2.42 Million
0.2% of portfolio
|
Q1 2025
Added 178.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,389
shares
|
$2.41 Million
0.01% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,761
shares
|
$2.22 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,147
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.48%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
14,485
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Added 32.88%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
13,997
shares
|
$1.65 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,182
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,783
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,763
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.72%
|