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 77 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
1,117,500
shares
|
$132 Million
1.57% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
282,349
shares
|
$33.4 Million
0.01% of portfolio
|
Q2 2025
Added 60.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
194,089
shares
|
$23 Million
0.03% of portfolio
|
Q2 2025
Added 11466.69%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
149,012
shares
|
$17.6 Million
0.0% of portfolio
|
Q2 2025
Added 358.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
100,177
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
78,873
shares
|
$9.34 Million
0.18% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
78,757
shares
|
$9.32 Million
0.26% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,779
shares
|
$6.49 Million
0.01% of portfolio
|
Q3 2024
Added 1744.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
53,461
shares
|
$6.33 Million
0.0% of portfolio
|
Q2 2025
Added 698.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
47,793
shares
|
$5.66 Million
0.0% of portfolio
|
Q2 2025
Added 38.26%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
42,295
shares
|
$5.01 Million
1.08% of portfolio
|
Q2 2025
Added 50.22%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
35,390
shares
|
$4.19 Million
1.19% of portfolio
|
Q2 2025
Added 135.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
28,214
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,575
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,400
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
25,408
shares
|
$3.01 Million
3.23% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
24,108
shares
|
$2.85 Million
2.36% of portfolio
|
Q2 2025
Added 67.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
21,602
shares
|
$2.56 Million
0.1% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
21,530
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2025
Added 42.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,307
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
19,372
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,761
shares
|
$2.22 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
18,738
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 91.54%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,744
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Added 114.45%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,805
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
New holding
|