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 196,621 shares, which have been reported (via 13F filing form) to have a value of $11.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
37,558
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 40.96%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
26,290
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
19,706
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
17,535
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
14,189
shares
|
$856,164
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,286
shares
|
$741,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
10,170
shares
|
$613,657
0.04% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
8,395
shares
|
$506,554
0.03% of portfolio
|
Q3 2024
Reduced 51.89%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
8,342
shares
|
$503,356
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,150
shares
|
$431,431
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
6,340
shares
|
$382,555
0.0% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
4,205
shares
|
$253,729
0.01% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,800
shares
|
$229,292
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,711
shares
|
$223,921
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,583
shares
|
$216,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,475
shares
|
$209,681
0.01% of portfolio
|
Q4 2024
Reduced 45.27%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
2,400
shares
|
$144,816
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,943
shares
|
$117,240
0.0% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,607
shares
|
$96,966
0.0% of portfolio
|
Q4 2024
Reduced 70.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,262
shares
|
$76,149
0.0% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
899
shares
|
$54,245
0.0% of portfolio
|
Q3 2024
Reduced 89.55%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
400
shares
|
$24,136
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
400
shares
|
$24,136
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
300
shares
|
$18,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
200
shares
|
$12,068
0.0% of portfolio
|
Q4 2023
New holding
|