Institutional Ownership Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 2.81 Million shares, which have been reported (via 13F filing form) to have a value of $48.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
585,698
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
545,694
shares
|
$9.46 Million
0.0% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
321,151
shares
|
$5.57 Million
1.23% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
217,040
shares
|
$3.76 Million
0.34% of portfolio
|
Q4 2024
Added 80.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
153,326
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
Added 80.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
152,397
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
102,647
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 143.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
101,739
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 86.24%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
92,175
shares
|
$1.6 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
75,768
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
74,474
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
66,986
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2022
Added 3.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
43,653
shares
|
$756,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
39,768
shares
|
$689,179
0.01% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
32,346
shares
|
$560,556
0.04% of portfolio
|
Q4 2024
Added 54.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
27,703
shares
|
$480,092
0.0% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
25,015
shares
|
$433,509
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
18,507
shares
|
$320,726
0.0% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
15,706
shares
|
$272,184
0.0% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
14,442
shares
|
$250,279
0.03% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
13,857
shares
|
$240,141
0.08% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
12,308
shares
|
$213,297
0.01% of portfolio
|
Q4 2024
Added 801.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,543
shares
|
$200,040
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
11,113
shares
|
$192,588
0.0% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,780
shares
|
$169,487
0.0% of portfolio
|
Q3 2024
New holding
|