Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Regional (KBWR) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW REGIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
70.1KNew |
$4.22M - $4.91M
|
70.1K
$4.7M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
37K+ 417.01% |
$2.23M - $2.59M
|
45.9K
$3.07M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.2K+ 39.96% |
$2.12M - $2.47M
|
123K
$8.28M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.2K+ 30.97% |
$1.76M - $2.04M
|
123K
$8.28M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 198.84% |
$1.06M - $1.23M
|
26.4K
$1.77M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.7K+ 141.5% |
$703K - $817K
|
19.9K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.71KNew |
$585K - $680K
|
9.71K
$651K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.2K+ 21.2% |
$373K - $434K
|
35.4K
$2.38M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.02K+ 4.53% |
$302K - $351K
|
116K
$7.75M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.65K+ 12.26% |
$280K - $325K
|
42.6K
$2.85M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.26KNew |
$257K - $298K
|
4.26K
$286K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.17K+ 29.52% |
$251K - $292K
|
18.3K
$1.23M
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
3.97KNew |
$239K - $277K
|
3.97K
$266K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.6KNew |
$96.3K - $112K
|
1.6K
$107K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.51K+ 11.59% |
$90.6K - $105K
|
14.5K
$971K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
630+ 13.19% |
$37.9K - $44.1K
|
5.41K
$362K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
509+ 255.78% |
$30.6K - $35.6K
|
708
$47.5K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
425New |
$25.6K - $29.7K
|
425
$28.5K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119+ 2.49% |
$7.16K - $8.33K
|
4.89K
$328K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
103+ 2.77% |
$6.2K - $7.21K
|
3.83K
$257K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
25+ 0.07% |
$1.51K - $1.75K
|
34.4K
$2.3M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
23+ 0.31% |
$1.38K - $1.61K
|
7.39K
$495K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10Closed |
$602 - $700
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-100- 24.63% |
$6.02K - $7K
|
306
$20.5K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-220Closed |
$13.2K - $15.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-266Closed |
$16K - $18.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-385- 17.23% |
$23.2K - $26.9K
|
1.85K
$124K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-700- 16.85% |
$42.1K - $49K
|
3.46K
$232K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-775- 5.66% |
$46.7K - $54.2K
|
12.9K
$867K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 78.21% |
$862K - $1M
|
3.99K
$268K
|