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 50 institutions that hold shares in the stock, with a total of 2.22 Million shares, which have been reported (via 13F filing form) to have a value of $43.8 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
|
$11.1 Million
0.0% of portfolio
|
Q3 2024
Added 184.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
517,189
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
334,325
shares
|
$6.59 Million
1.45% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
120,437
shares
|
$2.38 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
94,827
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
85,026
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
75,036
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
66,986
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2022
Added 3.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
54,628
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
42,100
shares
|
$830,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
40,938
shares
|
$807,297
0.0% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
25,015
shares
|
$493,295
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
23,108
shares
|
$455,689
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
20,908
shares
|
$412,305
0.03% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,119
shares
|
$337,586
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
|
$326,799
0.0% of portfolio
|
Q3 2024
Reduced 62.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
15,977
shares
|
$315,066
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
15,520
shares
|
$306,054
0.04% of portfolio
|
Q3 2024
Reduced 28.94%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
13,782
shares
|
$271,781
0.1% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
11,820
shares
|
$233,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,569
shares
|
$208,420
0.0% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,415
shares
|
$205,383
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
9,784
shares
|
$192,940
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,780
shares
|
$192,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,501
shares
|
$108,479
0.0% of portfolio
|
Q4 2023
Reduced 14.03%
|