Institutional Ownership Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Regional (KBWR). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 226,695 shares, which have been reported (via 13F filing form) to have a value of $11.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
30,330
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2023
Reduced 13.36%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
27,196
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
24,604
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
16,267
shares
|
$794,805
0.0% of portfolio
|
Q1 2024
Reduced 41.04%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
12,803
shares
|
$625,554
0.0% of portfolio
|
Q1 2024
Reduced 52.69%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
12,679
shares
|
$619,495
0.0% of portfolio
|
Q1 2024
New holding
|
|
Accredited Investors Inc.
|
May 14, 2024 Q1 2024 |
11,872
shares
|
$580,065
0.04% of portfolio
|
Q2 2023
New holding
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
11,158
shares
|
$545,179
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
10,236
shares
|
$500,130
0.0% of portfolio
|
Q1 2024
Added 1.52%
|
|
Family Management Corp
New York, NY |
May 15, 2024 Q1 2024 |
8,342
shares
|
$407,590
0.08% of portfolio
|
Q4 2023
New holding
|
|
Meritage Portfolio Management
|
Apr 29, 2024 Q1 2024 |
8,290
shares
|
$405,049
0.03% of portfolio
|
Q1 2024
Reduced 5.46%
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2024 Q1 2024 |
7,270
shares
|
$355,212
0.04% of portfolio
|
Q1 2024
Added 10.65%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
6,500
shares
|
$317,590
0.0% of portfolio
|
Q1 2024
Added 1.06%
|
|
Sol Capital Management CO
|
Apr 24, 2024 Q1 2024 |
6,025
shares
|
$294,381
0.04% of portfolio
|
Q4 2023
Reduced 8.37%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
4,723
shares
|
$230,765
0.0% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
Argent Trust CO
Nashville, TN |
May 10, 2024 Q1 2024 |
4,575
shares
|
$223,534
0.01% of portfolio
|
Q1 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
4,456
shares
|
$217,720
0.0% of portfolio
|
Q1 2024
New holding
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,257
shares
|
$207,997
0.0% of portfolio
|
Q1 2024
Reduced 90.13%
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 07, 2024 Q1 2024 |
4,156
shares
|
$203,062
0.07% of portfolio
|
Q1 2024
Reduced 23.76%
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,800
shares
|
$185,668
0.02% of portfolio
|
Q1 2021
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
2,318
shares
|
$113,257
0.0% of portfolio
|
Q1 2024
Added 1059.0%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
1,450
shares
|
$70,847
0.0% of portfolio
|
Q1 2024
Reduced 32.34%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
880
shares
|
$42,996
0.0% of portfolio
|
Q1 2024
Reduced 38.76%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
805
shares
|
$39,332
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
421
shares
|
$20,570
0.0% of portfolio
|
Q4 2023
New holding
|