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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
2,025
shares
|
$239,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
1,837
shares
|
$217,500
0.0% of portfolio
|
Q1 2025
Reduced 73.38%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
1,688
shares
|
$199,859
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,602
shares
|
$189,676
0.0% of portfolio
|
Q2 2025
Added 2710.53%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
616
shares
|
$72,934
0.01% of portfolio
|
Q2 2025
Reduced 54.06%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
607
shares
|
$71,868
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
346
shares
|
$40,966
0.0% of portfolio
|
Q1 2025
Added 34500.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
261
shares
|
$30,902
0.0% of portfolio
|
Q3 2019
Added 38.31%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
214
shares
|
$25,337
0.02% of portfolio
|
Q3 2024
Added 29.7%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$23,680
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
150
shares
|
$17,760
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
138
shares
|
$16,339
0.0% of portfolio
|
Q2 2025
Reduced 86.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
115
shares
|
$13,616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
109
shares
|
$12,905
0.0% of portfolio
|
Q4 2024
Added 202.78%
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
100
shares
|
$11,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
70
shares
|
$8,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
62
shares
|
$7,340
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
52
shares
|
$6,156
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
40
shares
|
$4,736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
29
shares
|
$3,433
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
10
shares
|
$1,184
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
10
shares
|
$1,184
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4
shares
|
$473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2
shares
|
$236
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$118
0.0% of portfolio
|
Q1 2022
Reduced 98.94%
|