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Get Institutions for : 
Invesco KBW Bank ETF (KBWB)  
$57.88 0.06 (0.1%) as of 4:30 Wed 9/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 150    2
Total shares held : 
 20,133,434  
% of shares held : 
 47.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 1,568,936  
% of shares held change : 
   3.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.06  
Last Quarter's Ending Price : 
 $53.50  
Last Quarter's Average Price : 
 $52.82  
Change from last quarter's     
avg. price to the last closing  : 
5.06 (9.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 899,838
 4.47%
 
Increased Positions :
40
 3,118,618
 15.49%
 
Unchanged Positions :
42
 400,863
 1.99%
 
Decreased Positions :
49
-1,924,691
-9.56%
 
Closed Positions :
17
-524,829
-2.61%
 
Guru Positions :
2
2,273,346
 11.29%
 
View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GUARDIAN CAPITAL ADVISORS LP 17 *New 2024-06-30 248,520 $13,664,000 248,520
   Perbak Capital Partners LLP 8 *New 2024-06-30 172,794 $9,244,000 172,794
   TWO SIGMA INVESTMENTS LLC 751 *New 2024-06-30 135,763 $7,263,000 135,763
   HALLMARK CAPITAL MANAGEMENT INC 48 *New 2024-06-30 130,302 $6,971,000 130,302
   Kestra Advisory Services LLC 831 *New 2024-06-30 48,194 $2,578,000 48,194
   GSA CAPITAL PARTNERS LLP 177 *New 2024-06-30 34,402 $1,841,000 34,402
   Quadrature Capital LTD 381 *New 2024-06-30 26,556 $1,421,000 26,556
   PRINCIPAL FINANCIAL GROUP INC 1820 *New 2024-06-30 24,403 $1,306,000 24,403
   RENAISSANCE TECHNOLOGIES LLC 2221 *New 2024-06-30 22,300 $1,193,000 22,300
   MARSHALL WACE LLP 1629 *New 2024-06-30 13,003 $696,000 13,003
   KISTLERTIFFANY COMPANIES, LLC 176 *New 2023-06-30 13,526 $555,000 13,526
   ATRIA INVESTMENTS LLC 1333 *New 2024-06-30 8,814 $472,000 8,814
   STIFEL FINANCIAL CORP 2685 *New 2024-06-30 8,295 $444,000 8,295
   PVG ASSET MANAGEMENT CORP 16 *New 2024-06-30 7,803 $417,000 7,803
   LEUCADIA NATIONAL CORP -- Notable Guru -- 738 *New 2024-06-30 6,495 $347,000 6,495
   FLOW TRADERS U.S. LLC 631 *New 2024-06-30 5,357 $287,000 5,357
   Magnus Financial Group LLC 262 *New 2024-06-30 5,279 $282,000 5,279
   MARINER WEALTH ADVISORS, LLC 2776 *New 2024-06-30 3,814 $204,000 3,814
   Wealthcare Advisory Partners LLC 786 *New 2024-06-30 3,748 $201,000 3,748
   Farther Finance Advisors LLC 1380 *New 2024-06-30 999 $54,000 999
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 1227 *New 2024-06-30 800 $43,000 800
  21 Records found
  1    
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