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 54 institutions that hold shares in the stock, with a total of 2.78 Million shares, which have been reported (via 13F filing form) to have a value of $46.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
689,163
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
660,681
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
321,151
shares
|
$5.34 Million
1.23% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
226,151
shares
|
$3.76 Million
0.27% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
108,646
shares
|
$1.81 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
84,033
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
77,735
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Added 32.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
73,833
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
68,609
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
63,298
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
54,247
shares
|
$902,670
0.0% of portfolio
|
Q2 2025
Reduced 44.11%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
35,372
shares
|
$588,590
0.02% of portfolio
|
Q2 2025
Added 22.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
32,850
shares
|
$546,624
0.0% of portfolio
|
Q2 2025
Reduced 16.79%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,660
shares
|
$526,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
30,830
shares
|
$513,011
0.0% of portfolio
|
Q2 2025
Reduced 84.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
25,384
shares
|
$422,389
0.0% of portfolio
|
Q2 2025
Added 33.34%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
20,390
shares
|
$339,289
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
19,128
shares
|
$318,289
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,165
shares
|
$302,265
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
15,882
shares
|
$264,276
0.0% of portfolio
|
Q2 2025
Added 119.3%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
15,557
shares
|
$258,868
0.08% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
14,780
shares
|
$245,939
0.02% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,308
shares
|
$238,085
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
12,700
shares
|
$211,328
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,780
shares
|
$162,739
0.0% of portfolio
|
Q3 2024
New holding
|