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 69 institutions that hold shares in the stock, with a total of 2.04 Million shares, which have been reported (via 13F filing form) to have a value of $256 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
|
$140 Million
1.82% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
175,959
shares
|
$22.1 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
|
$12.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
71,620
shares
|
$8.99 Million
0.26% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,779
shares
|
$6.87 Million
0.01% of portfolio
|
Q3 2024
Added 1744.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
36,989
shares
|
$4.64 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
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 70.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
34,568
shares
|
$4.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.75%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
32,526
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.98%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
28,155
shares
|
$3.53 Million
0.8% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,575
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
25,019
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Added 113.49%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
24,870
shares
|
$3.12 Million
3.65% of portfolio
|
Q1 2025
Added 53.81%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
20,454
shares
|
$2.57 Million
0.2% of portfolio
|
Q1 2025
Added 178.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,389
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
20,232
shares
|
$2.54 Million
0.1% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,761
shares
|
$2.35 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,147
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.48%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
15,024
shares
|
$1.89 Million
0.59% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Apr 25, 2025 Q1 2025 |
14,352
shares
|
$1.8 Million
1.65% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
13,997
shares
|
$1.76 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
10,901
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,182
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,783
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,763
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.72%
|