Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.6KNew |
$1.36M - $1.56M
|
24.6K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.7KNew |
$425K - $489K
|
7.7K
$505K
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.21KNew |
$343K - $394K
|
6.21K
$407K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.43K+ 63.98% |
$299K - $344K
|
13.9K
$911K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.4K+ 11.12% |
$243K - $280K
|
44K
$2.88M
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.2KNew |
$232K - $267K
|
4.2K
$275K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.81KNew |
$210K - $242K
|
3.81K
$250K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.8KNew |
$210K - $241K
|
3.8K
$249K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.05KNew |
$168K - $194K
|
3.05K
$200K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.77K+ 7.66% |
$97.9K - $113K
|
24.9K
$1.63M
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.36KNew |
$75.1K - $86.3K
|
1.36K
$89.1K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.27K+ 53.89% |
$70K - $80.6K
|
3.62K
$237K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
625+ 1.82% |
$34.5K - $39.7K
|
35K
$2.29M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
583New |
$32.2K - $37K
|
583
$38.2K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
522New |
$28.8K - $33.1K
|
522
$34.2K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105+ 0.57% |
$5.8K - $6.67K
|
18.6K
$1.22M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$5.52K - $6.35K
|
100
$6.55K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99New |
$5.46K - $6.28K
|
99
$6.49K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
61New |
$3.37K - $3.87K
|
61
$4K
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
25+ 0.67% |
$1.38K - $1.59K
|
3.73K
$245K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
25New |
$1.38K - $1.59K
|
25
$1.64K
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5+ 0.14% |
$276 - $317
|
3.64K
$239K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$55.2 - $63.5
|
5.74K
$376K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.66% |
$55.2 - $63.5
|
151
$9.9K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6- 4.65% |
$331 - $381
|
123
$8.06K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-46- 37.7% |
$2.54K - $2.92K
|
76
$4.98K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-116- 2.4% |
$6.4K - $7.36K
|
4.72K
$309K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-505- 5.85% |
$27.9K - $32.1K
|
8.13K
$533K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.45K- 18.45% |
$135K - $155K
|
10.8K
$709K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.92K- 17.96% |
$216K - $249K
|
17.9K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.99K- 29.63% |
$331K - $380K
|
14.2K
$932K
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-20.3K- 33.6% |
$1.12M - $1.29M
|
40.1K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.5K- 37.67% |
$1.85M - $2.13M
|
55.4K
$3.63M
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-71.8K- 57.92% |
$3.97M - $4.56M
|
52.2K
$3.42M
|