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 66 institutions that hold shares in the stock, with a total of 1.87 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 30, 2024 Q1 2024 |
1,055,000
shares
|
$106 Million
2.2% of portfolio
|
Q1 2024
Added 160.49%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
163,335
shares
|
$16.5 Million
0.01% of portfolio
|
Q1 2024
Added 0.22%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
76,811
shares
|
$7.75 Million
1.52% of portfolio
|
Q1 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
76,676
shares
|
$7.74 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
61,495
shares
|
$6.2 Million
0.18% of portfolio
|
Q1 2024
Added 412.33%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
42,498
shares
|
$4.29 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.75%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
42,028
shares
|
$4.24 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.42%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
33,967
shares
|
$3.43 Million
0.0% of portfolio
|
Q1 2024
Added 1.1%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
30,856
shares
|
$3.11 Million
0.0% of portfolio
|
Q1 2024
Added 49.37%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
21,346
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
19,297
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2024
Added 7.52%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,761
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
18,537
shares
|
$1.87 Million
0.09% of portfolio
|
Q1 2024
New holding
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2024 Q1 2024 |
16,083
shares
|
$1.62 Million
2.0% of portfolio
|
Q1 2024
Reduced 23.04%
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
15,145
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Fulcrum Equity Management
|
Apr 24, 2024 Q1 2024 |
13,381
shares
|
$1.35 Million
1.76% of portfolio
|
Q1 2024
Added 2.03%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
12,799
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Reduced 29.65%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
12,034
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2024
Added 9.47%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
11,998
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2024
Added 33.03%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
11,098
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Added 258.23%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
10,308
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Added 93.21%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2024 Q1 2024 |
9,444
shares
|
$952,710
0.14% of portfolio
|
Q1 2024
Reduced 24.75%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
8,846
shares
|
$892,384
0.0% of portfolio
|
Q1 2024
Added 2.84%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
8,712
shares
|
$878,866
0.01% of portfolio
|
Q1 2024
New holding
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
8,537
shares
|
$861,212
0.03% of portfolio
|
Q1 2024
New holding
|