Institutional Ownership Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw High Div (KBWD). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 6.16 Million shares, which have been reported (via 13F filing form) to have a value of $83.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,600
shares
|
$75,824
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,245
shares
|
$71,017
0.03% of portfolio
|
Q1 2024
Added 24.29%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,825
shares
|
$65,330
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
4,398
shares
|
$59,548
0.0% of portfolio
|
Q3 2025
Added 47.29%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4,171
shares
|
$56,475
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,750
shares
|
$50,775
0.0% of portfolio
|
Q3 2025
Added 415.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,761
shares
|
$37,383
0.0% of portfolio
|
Q3 2025
Reduced 23.54%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$32,495
0.02% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,400
shares
|
$32,495
0.01% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,849
shares
|
$25,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,631
shares
|
$22,083
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,583
shares
|
$21,433
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,500
shares
|
$20,310
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
1,435
shares
|
$19,429
0.01% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,200
shares
|
$16,247
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,144
shares
|
$15,489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,067
shares
|
$14,447
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$13,540
0.0% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
801
shares
|
$10,845
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
692
shares
|
$9,369
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
651
shares
|
$8,814
0.0% of portfolio
|
Q4 2022
Reduced 23.05%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
650
shares
|
$8,801
0.0% of portfolio
|
Q3 2025
Reduced 50.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
590
shares
|
$7,988
0.0% of portfolio
|
Q3 2025
Reduced 21.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
590
shares
|
$7,988
0.0% of portfolio
|
Q2 2024
Added 51.28%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
497
shares
|
$6,729
0.0% of portfolio
|
Q3 2025
New holding
|
|