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 56 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $46.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,089
shares
|
$152,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,608
shares
|
$77,137
0.0% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,347
shares
|
$72,768
0.0% of portfolio
|
Q4 2024
Added 86.09%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,267
shares
|
$71,429
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,461
shares
|
$57,937
0.0% of portfolio
|
Q4 2024
Added 85.18%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,045
shares
|
$50,973
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,750
shares
|
$29,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,701
shares
|
$28,474
0.0% of portfolio
|
Q4 2024
Reduced 69.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,548
shares
|
$25,913
0.0% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,517
shares
|
$25,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,507
shares
|
$25,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
1,421
shares
|
$23,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,247
shares
|
$20,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,010
shares
|
$16,907
0.0% of portfolio
|
Q4 2024
Added 180.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
600
shares
|
$10,043
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
490
shares
|
$8,202
0.0% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
340
shares
|
$5,691
0.0% of portfolio
|
Q3 2024
Reduced 57.34%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
254
shares
|
$4,251
0.0% of portfolio
|
Q3 2022
Reduced 80.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
199
shares
|
$3,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
132
shares
|
$2,209
0.0% of portfolio
|
Q2 2024
Reduced 74.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
70
shares
|
$1,171
0.0% of portfolio
|
Q4 2023
Reduced 74.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
62
shares
|
$1,037
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
61
shares
|
$1,021
0.0% of portfolio
|
Q2 2024
Reduced 94.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
61
shares
|
$1,021
0.0% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
56
shares
|
$937
0.0% of portfolio
|
Q4 2020
New holding
|