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 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.03K- 30.79% |
$121K - $179K
|
6.81K
$481K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.25K- 4.35% |
$129K - $192K
|
71.3K
$5.04M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3.67K- 17.42% |
$146K - $217K
|
17.4K
$1.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.26K- 17.26% |
$170K - $252K
|
20.4K
$1.44M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.29K- 5.73% |
$171K - $254K
|
70.7K
$4.99M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-5.7K- 31.81% |
$227K - $337K
|
12.2K
$862K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.76K- 67.5% |
$230K - $341K
|
2.78K
$196K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 40.98% |
$412K - $612K
|
14.9K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-10.5K- 20.46% |
$419K - $621K
|
40.8K
$2.88M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.1K- 38.15% |
$441K - $654K
|
17.9K
$1.27M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.8K- 61.9% |
$551K - $817K
|
8.51K
$601K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-15.2K- 69.46% |
$604K - $896K
|
6.66K
$471K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.1K- 51.39% |
$640K - $950K
|
15.2K
$1.07M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.7K- 80.19% |
$904K - $1.34M
|
5.6K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.7K- 14.09% |
$945K - $1.4M
|
145K
$10.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.5K- 53.35% |
$1.02M - $1.51M
|
22.3K
$1.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-26.4K- 37.25% |
$1.05M - $1.56M
|
44.5K
$3.15M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.5K- 39.34% |
$1.06M - $1.56M
|
40.8K
$2.88M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-26.6KClosed |
$1.06M - $1.57M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.7K- 42.48% |
$1.18M - $1.76M
|
40.2K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-34.6K- 52.67% |
$1.38M - $2.05M
|
31.1K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.9K- 21.57% |
$1.55M - $2.3M
|
141K
$9.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-45.9K- 78.56% |
$1.83M - $2.71M
|
12.5K
$884K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-76.2K- 59.89% |
$3.04M - $4.5M
|
51K
$3.6M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-77.1K- 5.98% |
$3.07M - $4.56M
|
1.21M
$85.6M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-77.1K- 5.98% |
$3.07M - $4.56M
|
1.21M
$85.6M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-78.3K- 55.19% |
$3.12M - $4.63M
|
63.6K
$4.49M
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-87.1K- 26.48% |
$3.47M - $5.15M
|
242K
$17.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-95.3K- 88.99% |
$3.8M - $5.64M
|
11.8K
$833K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-123K- 91.58% |
$4.91M - $7.28M
|
11.3K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-128K- 20.32% |
$5.11M - $7.57M
|
502K
$35.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-130K- 89.41% |
$5.19M - $7.7M
|
15.4K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-374K- 93.67% |
$14.9M - $22.1M
|
25.3K
$1.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-562K- 96.11% |
$22.4M - $33.2M
|
22.8K
$1.61M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.12M- 93.54% |
$44.8M - $66.4M
|
77.6K
$5.48M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.35M- 25.85% |
$53.7M - $79.6M
|
3.87M
$273M
|
|
|
May 09, 2023
Q1 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-2.14M- 81.02% |
$85.1M - $126M
|
500K
$35.3M
|