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 63 institutions that hold shares in the stock, with a total of 3.24 Million shares, which have been reported (via 13F filing form) to have a value of $50.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
733,853
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
712,204
shares
|
$11 Million
0.0% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
321,151
shares
|
$4.96 Million
1.23% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
318,063
shares
|
$4.92 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
185,267
shares
|
$2.86 Million
0.21% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
117,733
shares
|
$1.82 Million
0.19% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
115,870
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Added 37.89%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
83,992
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
68,343
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
63,535
shares
|
$982,251
0.0% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
63,232
shares
|
$977,566
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
52,709
shares
|
$814,881
0.02% of portfolio
|
Q3 2025
Added 775.13%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
37,328
shares
|
$577,090
0.02% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
36,811
shares
|
$569,098
0.0% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
33,090
shares
|
$511,571
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
26,150
shares
|
$404,279
0.0% of portfolio
|
Q3 2025
Reduced 20.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
25,200
shares
|
$389,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
23,766
shares
|
$367,422
0.0% of portfolio
|
Q3 2025
Reduced 22.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
19,268
shares
|
$297,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
19,146
shares
|
$295,997
0.11% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
18,874
shares
|
$291,792
0.0% of portfolio
|
Q3 2025
Added 18.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
18,429
shares
|
$284,912
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
16,255
shares
|
$251,302
0.0% of portfolio
|
Q3 2025
Reduced 35.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
15,091
shares
|
$233,306
0.0% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
14,750
shares
|
$228,035
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|