Institutional Ownership Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Regional (KBWR). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 229,661 shares, which have been reported (via 13F filing form) to have a value of $13.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
29,580
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
29,243
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Added 7.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
22,684
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
16,271
shares
|
$968,612
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
13,438
shares
|
$799,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
13,061
shares
|
$777,521
0.0% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,691
shares
|
$636,435
0.0% of portfolio
|
Q2 2024
Added 139.92%
|
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
9,734
shares
|
$579,465
0.03% of portfolio
|
Q2 2024
Reduced 18.01%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
9,691
shares
|
$576,905
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
8,600
shares
|
$511,958
0.0% of portfolio
|
Q2 2024
Added 877.27%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2024 Q2 2024 |
8,342
shares
|
$496,599
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Meritage Portfolio Management
|
Aug 08, 2024 Q2 2024 |
8,281
shares
|
$492,967
0.03% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
7,571
shares
|
$450,701
0.0% of portfolio
|
Q2 2024
Reduced 26.04%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
7,270
shares
|
$432,783
0.04% of portfolio
|
Q1 2024
Added 10.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,636
shares
|
$395,041
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
6,543
shares
|
$389,504
0.0% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
4,823
shares
|
$287,113
0.0% of portfolio
|
Q2 2024
Added 2.12%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
4,575
shares
|
$272,349
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,800
shares
|
$226,214
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,583
shares
|
$213,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,587
shares
|
$94,474
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,457
shares
|
$86,735
0.0% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
504
shares
|
$30,003
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
400
shares
|
$23,812
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
400
shares
|
$23,812
0.0% of portfolio
|
Q1 2024
New holding
|