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 51 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $45.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
563,522
shares
|
$9.88 Million
0.0% of portfolio
|
Q3 2024
Added 184.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
517,189
shares
|
$9.07 Million
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
334,325
shares
|
$5.86 Million
1.45% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
217,040
shares
|
$3.8 Million
0.34% of portfolio
|
Q4 2024
Added 80.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
152,397
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
94,827
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
92,175
shares
|
$1.62 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
85,026
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
75,036
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
66,986
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2022
Added 3.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
54,628
shares
|
$957,628
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
42,100
shares
|
$738,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
40,938
shares
|
$717,643
0.0% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
32,346
shares
|
$567,025
0.04% of portfolio
|
Q4 2024
Added 54.71%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
25,015
shares
|
$438,512
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
23,108
shares
|
$405,083
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,119
shares
|
$300,096
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,572
shares
|
$290,507
0.0% of portfolio
|
Q3 2024
Reduced 62.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
15,977
shares
|
$280,076
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
14,442
shares
|
$253,168
0.03% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
13,857
shares
|
$242,913
0.08% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
12,308
shares
|
$215,759
0.01% of portfolio
|
Q4 2024
Added 801.02%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
11,820
shares
|
$207,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,543
shares
|
$202,348
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,569
shares
|
$185,274
0.0% of portfolio
|
Q3 2024
Reduced 29.17%
|