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 67 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,117,500
shares
|
$132 Million
2.23% of portfolio
|
Q3 2024
Added 5.92%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
155,432
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
98,051
shares
|
$11.5 Million
2.52% of portfolio
|
Q3 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
75,737
shares
|
$8.91 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
57,828
shares
|
$6.81 Million
0.15% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,779
shares
|
$6.45 Million
0.01% of portfolio
|
Q3 2024
Added 1744.41%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
47,365
shares
|
$5.57 Million
0.0% of portfolio
|
Q2 2024
Added 12.7%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
44,527
shares
|
$5.24 Million
0.0% of portfolio
|
Q2 2024
Added 130.75%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
44,383
shares
|
$5.22 Million
0.0% of portfolio
|
Q2 2024
Added 4.44%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
27,500
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.04%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,575
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
20,675
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2024
Added 61.54%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
19,103
shares
|
$2.25 Million
0.09% of portfolio
|
Q4 2022
Added 10.35%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
18,842
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,761
shares
|
$2.21 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
15,454
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2024
Added 2.04%
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
14,342
shares
|
$1.69 Million
2.13% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
12,529
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Added 12.89%
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
11,886
shares
|
$1.4 Million
1.13% of portfolio
|
Q2 2024
Reduced 11.17%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
10,960
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2024
Added 28.38%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
10,179
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.41%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
9,035
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
8,137
shares
|
$957,724
0.08% of portfolio
|
Q3 2024
Added 253.78%
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,346
shares
|
$864,624
0.01% of portfolio
|
Q3 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,786
shares
|
$798,712
0.0% of portfolio
|
Q2 2024
Reduced 34.17%
|