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 57 institutions that hold shares in the stock, with a total of 2.87 Million shares, which have been reported (via 13F filing form) to have a value of $44.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
615,536
shares
|
$9.5 Million
0.0% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
593,978
shares
|
$9.17 Million
0.0% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
321,151
shares
|
$4.96 Million
1.23% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
226,151
shares
|
$3.49 Million
0.27% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
196,951
shares
|
$3.04 Million
0.0% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
108,646
shares
|
$1.68 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
102,499
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.15%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
97,062
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
77,735
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Added 32.18%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
68,609
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
62,978
shares
|
$971,750
0.0% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
62,887
shares
|
$970,346
0.0% of portfolio
|
Q1 2025
Reduced 38.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
39,478
shares
|
$609,145
0.01% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
39,044
shares
|
$602,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
35,372
shares
|
$545,789
0.02% of portfolio
|
Q2 2025
Added 22.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
23,428
shares
|
$361,494
0.0% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
22,239
shares
|
$343,147
0.01% of portfolio
|
Q1 2025
Added 1683.4%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
19,128
shares
|
$295,145
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
18,612
shares
|
$287,183
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,165
shares
|
$280,285
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
15,557
shares
|
$240,044
0.08% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
15,280
shares
|
$235,770
0.02% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
14,206
shares
|
$219,198
0.0% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
12,700
shares
|
$195,961
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,780
shares
|
$150,905
0.0% of portfolio
|
Q3 2024
New holding
|