Institutional Ownership Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 1.91 Million shares, which have been reported (via 13F filing form) to have a value of $34.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
472,591
shares
|
$8.43 Million
0.0% of portfolio
|
Q1 2024
Added 9.08%
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
306,718
shares
|
$5.47 Million
1.24% of portfolio
|
Q1 2024
Added 8.06%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
191,247
shares
|
$3.41 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Apr 22, 2024 Q1 2024 |
129,587
shares
|
$2.31 Million
0.36% of portfolio
|
Q2 2022
Added 54.64%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
85,591
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2024
Added 17.35%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
85,240
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2024
Added 7.31%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
69,603
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2024
Added 4.1%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
69,014
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2024
Added 6.91%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
66,986
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2022
Added 3.45%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
56,370
shares
|
$1.01 Million
0.49% of portfolio
|
Q1 2024
Added 7.36%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
53,523
shares
|
$954,315
0.01% of portfolio
|
Q1 2024
Reduced 2.55%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
52,767
shares
|
$940,835
0.01% of portfolio
|
Q1 2024
Added 0.67%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
28,571
shares
|
$509,420
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
26,414
shares
|
$470,961
0.06% of portfolio
|
Q1 2024
Added 120.21%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
26,327
shares
|
$469,410
0.0% of portfolio
|
Q1 2024
Reduced 57.3%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
19,963
shares
|
$355,940
0.01% of portfolio
|
Q1 2024
Added 3.42%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
17,147
shares
|
$305,731
0.0% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
17,135
shares
|
$305,517
0.0% of portfolio
|
Q1 2024
Added 1.41%
|
|
Lmcg Investments, LLC
Boston, MA |
May 03, 2024 Q1 2024 |
15,654
shares
|
$279,110
0.02% of portfolio
|
Q1 2024
Added 11.45%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
14,130
shares
|
$251,937
0.0% of portfolio
|
Q1 2024
Reduced 73.73%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
13,072
shares
|
$233,073
0.0% of portfolio
|
Q1 2024
Added 0.32%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
12,689
shares
|
$226,244
0.0% of portfolio
|
Q1 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
11,456
shares
|
$204,260
0.0% of portfolio
|
Q1 2024
Reduced 73.08%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
11,167
shares
|
$199,107
0.0% of portfolio
|
Q1 2024
New holding
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
10,900
shares
|
$194,346
0.0% of portfolio
|
Q1 2024
Reduced 12.1%
|