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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,516
shares
|
$114,114
0.0% of portfolio
|
Q1 2025
Added 63.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
7,520
shares
|
$100,768
0.03% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
5,600
shares
|
$75,040
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,245
shares
|
$70,283
0.03% of portfolio
|
Q1 2024
Added 24.29%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
5,110
shares
|
$68,474
0.02% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,825
shares
|
$64,655
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
4,625
shares
|
$61,975
0.06% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,500
shares
|
$60,300
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
4,409
shares
|
$59,080
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4,171
shares
|
$55,891
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
2,400
shares
|
$32,160
0.01% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,631
shares
|
$21,855
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,500
shares
|
$20,100
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,315
shares
|
$17,621
0.0% of portfolio
|
Q1 2025
Reduced 99.35%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,203
shares
|
$16,120
0.02% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,200
shares
|
$16,080
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,067
shares
|
$14,297
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
820
shares
|
$10,988
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
800
shares
|
$10,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
747
shares
|
$10,009
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
692
shares
|
$9,272
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
651
shares
|
$8,723
0.0% of portfolio
|
Q4 2022
Reduced 23.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
590
shares
|
$7,906
0.0% of portfolio
|
Q2 2024
Added 51.28%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
375
shares
|
$5,025
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
330
shares
|
$4,422
0.0% of portfolio
|
Q1 2025
Added 16400.0%
|