Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2.17MNew |
$86.7M - $129M
|
2.17M
$140M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
723KNew |
$28.8M - $42.8M
|
723K
$46.7M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
666K+ 75.23% |
$26.5M - $39.4M
|
1.55M
$100M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
636K+ 156.6% |
$25.4M - $37.6M
|
1.04M
$67.3M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
527K+ 268.24% |
$21M - $31.1M
|
723K
$46.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
170K+ 49.14% |
$6.79M - $10.1M
|
517K
$33.4M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
155KNew |
$6.19M - $9.19M
|
155K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
136KNew |
$5.44M - $8.07M
|
136K
$8.81M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
126K+ 2010.04% |
$5.02M - $7.44M
|
132K
$8.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
119KNew |
$4.76M - $7.06M
|
119K
$7.71M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 57.97% |
$4.2M - $6.23M
|
287K
$18.5M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
84.2K+ 11.02% |
$3.36M - $4.98M
|
848K
$54.7M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
81.1KNew |
$3.23M - $4.79M
|
81.1K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
68.7KNew |
$2.74M - $4.06M
|
68.7K
$4.44M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
52.4K+ 56.55% |
$2.09M - $3.1M
|
145K
$9.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Jcsd Capital, LLC
|
BUY
|
- |
43KNew |
$1.71M - $2.54M
|
43K
$2.78M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
32.3K+ 155.01% |
$1.29M - $1.91M
|
53.1K
$3.43M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.9K+ 464.4% |
$1.07M - $1.59M
|
32.7K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
24.3KNew |
$967K - $1.43M
|
24.3K
$1.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
22.7K+ 7.58% |
$907K - $1.34M
|
323K
$20.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
21.1K+ 12.74% |
$843K - $1.25M
|
187K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
20KNew |
$798K - $1.18M
|
20K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$727K - $1.08M
|
18.2K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
18KNew |
$717K - $1.06M
|
18K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.8K+ 419.88% |
$669K - $993K
|
20.8K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
15.5KNew |
$618K - $916K
|
15.5K
$1M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
15.2KNew |
$608K - $901K
|
15.2K
$984K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.6K+ 130.91% |
$584K - $866K
|
25.8K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.3K+ 64.81% |
$571K - $847K
|
36.4K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 25.84% |
$554K - $822K
|
67.7K
$4.37M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.8K+ 162.48% |
$551K - $817K
|
22.3K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.9K+ 162.16% |
$513K - $761K
|
20.8K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
12.6K+ 2105.17% |
$504K - $747K
|
13.2K
$854K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
11.8KNew |
$472K - $699K
|
11.8K
$764K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.1KNew |
$401K - $594K
|
10.1K
$649K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.99K+ 7.66% |
$358K - $531K
|
126K
$8.16M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.82KNew |
$352K - $522K
|
8.82K
$570K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8.81K+ 953.9% |
$351K - $521K
|
9.74K
$629K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
8.4K+ 190.91% |
$335K - $497K
|
12.8K
$826K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.22K+ 10.17% |
$288K - $427K
|
78.2K
$5.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.17KNew |
$286K - $424K
|
7.17K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.86KNew |
$274K - $406K
|
6.86K
$443K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.72KNew |
$268K - $397K
|
6.72K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
5.95KNew |
$237K - $352K
|
5.95K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.75KNew |
$229K - $340K
|
5.75K
$371K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.21KNew |
$208K - $308K
|
5.21K
$337K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.15KNew |
$205K - $305K
|
5.15K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.62K+ 582.37% |
$184K - $273K
|
5.42K
$350K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.48K+ 39.11% |
$179K - $265K
|
15.9K
$1.03M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.85K+ 962.5% |
$153K - $228K
|
4.25K
$274K
|