Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco Kbw Property And Casualty Insurance ETF Trust Ii (KBWP)  
$104.53 0.03 (0.03%) as of 4:30 Thu 6/6


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    5
Total shares held : 
1,056,392  
% of shares held : 
29.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  8  
Amount of shares held : 
116,635  
% of shares held change : 
  3.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$91.68  
Last Quarter's Ending Price : 
$107.75  
Last Quarter's Average Price
$99.56  
Change from last quarter's     
avg. price to the last closing  : 
4.97 (4.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 50,898
 4.82%
 
Increased Positions :
16
 157,968
 14.95%
 
Unchanged Positions :
10
 458,043
 43.36%
 
Decreased Positions :
13
-12,548
-1.19%
 
Closed Positions :
9
-79,683
-7.54%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Mutual Advisors LLC 71 - 2024-03-31 76,676 $8,262,000 -696
   ROYAL BANK OF CANADA 1961 - 2024-03-31 42,498 $4,579,000 -9,172
   AMERIPRISE FINANCIAL INC 2357 - 2024-03-31 42,028 $4,529,000 -16,688
   Stegent Equity Advisors Inc. 16 - 2024-03-31 16,083 $1,733,000 -4,814
   DAVENPORT & CO LLC 498 - 2024-03-31 15,145 $1,632,000 -29
   GOLDMAN SACHS GROUP INC/ 3377 - 2024-03-31 12,799 $1,379,000 -5,394
   Nilsine Partners LLC 169 - 2024-03-31 9,444 $1,018,000 -3,107
   ENVESTNET ASSET MANAGEMENT INC 3269 - 2024-03-31 5,895 $635,000 -174
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3472 - 2024-03-31 4,482 $483,000 -4,445
   Ameritas Advisory Services LLC 603 - 2024-03-31 3,993 $416,000 -94
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2787 - 2024-03-31 2,931 $316,000 -172
   Legacy Capital Group California Inc. 213 - 2024-03-31 2,896 $312,000 -251
   GREAT VALLEY ADVISOR GROUP INC. 638 - 2024-03-31 2,415 $260,000 -58
   Carr Financial Group Corp 164 - 2024-03-31 2,252 $243,000 -926
   Brookstone Capital Management 826 - 2024-03-31 2,139 $230,000 -525
   UBS Group AG 5003 - 2024-03-31 1,029 $111,000 -35
   PRIVATE TRUST CO NA 1059 - 2024-03-31 530 $57,000 -1,821
   WELLS FARGO & CO/MN 5142 - 2024-03-31 96 $10,000 -225
   Global Retirement Partners LLC 2470 - 2024-03-31 35 $4,000 -25

  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results