Institutional Ownership Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Regional (KBWR). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 200,959 shares, which have been reported (via 13F filing form) to have a value of $12.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
26,644
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 104.0%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
26,290
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
22,024
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,340
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
13,992
shares
|
$841,199
0.0% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
9,691
shares
|
$582,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
9,055
shares
|
$544,386
0.03% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,020
shares
|
$542,282
0.0% of portfolio
|
Q3 2024
Reduced 32.88%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
8,395
shares
|
$504,707
0.03% of portfolio
|
Q3 2024
Reduced 51.89%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
8,342
shares
|
$501,521
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
7,150
shares
|
$429,858
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,575
shares
|
$395,289
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,349
shares
|
$381,701
0.01% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,430
shares
|
$326,451
0.0% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,486
shares
|
$269,698
0.0% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
4,205
shares
|
$252,804
0.01% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,800
shares
|
$228,456
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,583
shares
|
$215,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,067
shares
|
$124,268
0.0% of portfolio
|
Q3 2024
Added 41.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,587
shares
|
$95,410
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
899
shares
|
$54,047
0.0% of portfolio
|
Q3 2024
Reduced 89.55%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
400
shares
|
$24,048
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
400
shares
|
$24,048
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
300
shares
|
$18,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
251
shares
|
$15,090
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|