Institutional Ownership Invesco ETF Tr Ii Kbw Property (KBWP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Property (KBWP). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 2.48 Million shares, which have been reported (via 13F filing form) to have a value of $297 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,117,500
shares
|
$134 Million
1.82% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
196,351
shares
|
$23.5 Million
0.03% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
179,279
shares
|
$21.5 Million
0.01% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
122,815
shares
|
$14.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
108,354
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
96,703
shares
|
$11.6 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
71,620
shares
|
$8.58 Million
0.26% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
64,913
shares
|
$7.78 Million
0.0% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
55,307
shares
|
$6.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,779
shares
|
$6.56 Million
0.01% of portfolio
|
Q3 2024
Added 1744.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
41,152
shares
|
$4.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.22%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
28,155
shares
|
$3.37 Million
0.8% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,575
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
24,870
shares
|
$2.98 Million
3.65% of portfolio
|
Q1 2025
Added 53.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
20,232
shares
|
$2.42 Million
0.1% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
20,057
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 133.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,761
shares
|
$2.25 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
18,181
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,800
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.31%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
15,024
shares
|
$1.8 Million
0.59% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Apr 25, 2025 Q1 2025 |
14,352
shares
|
$1.72 Million
1.65% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,085
shares
|
$1.69 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,719
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
10,901
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,193
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.44%
|