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 79 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $286 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
10,010
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
9,692
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
9,385
shares
|
$1.11 Million
0.73% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
8,136
shares
|
$963,302
0.0% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,088
shares
|
$957,619
0.0% of portfolio
|
Q2 2025
Added 56.68%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
6,823
shares
|
$807,843
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,694
shares
|
$792,569
0.0% of portfolio
|
Q1 2025
Reduced 87.9%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
5,608
shares
|
$663,987
0.05% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,523
shares
|
$653,923
0.0% of portfolio
|
Q2 2025
Reduced 43.43%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
5,050
shares
|
$597,920
0.17% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
4,548
shares
|
$538,483
0.16% of portfolio
|
Q2 2025
Added 73.65%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,150
shares
|
$491,360
0.02% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,061
shares
|
$480,822
0.01% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,010
shares
|
$474,784
0.0% of portfolio
|
Q1 2025
Reduced 49.69%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
3,440
shares
|
$407,296
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
3,178
shares
|
$376,275
0.0% of portfolio
|
Q3 2024
Added 44.39%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
2,945
shares
|
$348,688
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,692
shares
|
$318,732
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
2,667
shares
|
$315,772
0.06% of portfolio
|
Q2 2025
Reduced 26.08%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
2,362
shares
|
$279,660
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,328
shares
|
$275,635
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
2,325
shares
|
$275,280
0.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
2,325
shares
|
$275,280
0.08% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
2,199
shares
|
$260,361
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,104
shares
|
$249,113
0.01% of portfolio
|
Q1 2025
Reduced 8.8%
|