Institutional Ownership Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $46.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
615,536
shares
|
$9.85 Million
0.0% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
593,978
shares
|
$9.5 Million
0.0% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
321,151
shares
|
$5.14 Million
1.23% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
226,151
shares
|
$3.62 Million
0.27% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
196,951
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
108,646
shares
|
$1.74 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
102,499
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.15%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
97,062
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
71,358
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
66,986
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2022
Added 3.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
62,978
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
62,887
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.19%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
58,811
shares
|
$940,976
0.07% of portfolio
|
Q1 2025
Added 81.82%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
39,478
shares
|
$631,648
0.01% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
39,044
shares
|
$624,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
35,372
shares
|
$565,952
0.02% of portfolio
|
Q2 2025
Added 22.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
23,428
shares
|
$374,848
0.0% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
22,239
shares
|
$355,824
0.01% of portfolio
|
Q1 2025
Added 1683.4%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
19,128
shares
|
$306,048
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,614
shares
|
$297,824
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
18,612
shares
|
$297,792
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
15,557
shares
|
$248,912
0.08% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
15,280
shares
|
$244,480
0.02% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
14,206
shares
|
$227,296
0.0% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
11,848
shares
|
$189,568
0.0% of portfolio
|
Q1 2025
Reduced 24.56%
|