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 79 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1,117,500
shares
|
$127 Million
2.12% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
196,351
shares
|
$22.2 Million
0.03% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
179,279
shares
|
$20.3 Million
0.01% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
122,815
shares
|
$13.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
108,354
shares
|
$12.3 Million
0.0% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
97,074
shares
|
$11 Million
0.24% of portfolio
|
Q4 2024
Added 65.83%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
69,800
shares
|
$7.9 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
64,913
shares
|
$7.35 Million
0.0% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
55,307
shares
|
$6.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,779
shares
|
$6.2 Million
0.01% of portfolio
|
Q3 2024
Added 1744.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
41,152
shares
|
$4.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.22%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
37,220
shares
|
$4.21 Million
1.03% of portfolio
|
Q4 2024
Reduced 62.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,575
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
25,361
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
20,057
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 133.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
19,638
shares
|
$2.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,761
shares
|
$2.12 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
18,181
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
17,981
shares
|
$2.04 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,800
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.31%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
16,272
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
16,169
shares
|
$1.83 Million
2.22% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
15,164
shares
|
$1.72 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,085
shares
|
$1.59 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
13,293
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
New holding
|