Institutional Ownership Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw High Div (KBWD). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $89.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,037,770
shares
|
$13.9 Million
0.0% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
930,633
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
855,688
shares
|
$11.5 Million
0.01% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
599,876
shares
|
$8.04 Million
0.0% of portfolio
|
Q1 2025
Added 35.78%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
528,023
shares
|
$7.08 Million
5.3% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
483,636
shares
|
$6.48 Million
0.18% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
280,134
shares
|
$3.75 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
253,300
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Added 39.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
136,509
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Added 55.57%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
130,218
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 77.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
106,372
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
93,300
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,453
shares
|
$1.15 Million
0.15% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
84,150
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
64,459
shares
|
$863,750
0.01% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
63,562
shares
|
$851,730
0.29% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
57,794
shares
|
$774,439
0.01% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
49,622
shares
|
$664,934
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
49,169
shares
|
$658,864
0.0% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
42,061
shares
|
$563,617
0.0% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
38,348
shares
|
$513,863
0.01% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
38,100
shares
|
$510,540
0.2% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
36,735
shares
|
$492,249
0.01% of portfolio
|
Q1 2025
Reduced 21.35%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
36,215
shares
|
$485,281
0.37% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
34,498
shares
|
$462,273
0.0% of portfolio
|
Q1 2025
Added 125.86%
|