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 71 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $416 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,117,500
shares
|
$135 Million
2.23% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
1,075,250
shares
|
$130 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
193,791
shares
|
$23.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
136,227
shares
|
$16.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
98,051
shares
|
$11.9 Million
2.52% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
88,971
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2024
Added 223.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
70,390
shares
|
$8.53 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
58,537
shares
|
$7.1 Million
0.15% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
55,961
shares
|
$6.78 Million
0.0% of portfolio
|
Q3 2024
Added 25.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
55,657
shares
|
$6.75 Million
0.0% of portfolio
|
Q3 2024
Added 25.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,779
shares
|
$6.64 Million
0.01% of portfolio
|
Q3 2024
Added 1744.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
49,710
shares
|
$6.03 Million
0.0% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26,800
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,575
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
25,210
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
23,665
shares
|
$2.87 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
20,091
shares
|
$2.44 Million
0.09% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,761
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
16,089
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
15,252
shares
|
$1.85 Million
0.23% of portfolio
|
Q3 2024
Added 68.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,123
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 20.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,547
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 127.72%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
14,342
shares
|
$1.74 Million
2.13% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
11,886
shares
|
$1.44 Million
1.13% of portfolio
|
Q2 2024
Reduced 11.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
11,603
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.88%
|