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Get Institutions for : 
Invesco KBW Bank ETF (KBWB)  
$54.25 0.22 (0.4%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 148    0
Total shares held : 
21,549,951  
% of shares held : 
51.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
-6,637,662  
% of shares held change : 
  -15.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$39.10  
Last Quarter's Ending Price : 
$49.19  
Last Quarter's Average Price
$42.31  
Change from last quarter's     
avg. price to the last closing  : 
11.94 (28.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 1,195,041
 5.55%
 
Increased Positions :
41
 5,760,325
 26.73%
 
Unchanged Positions :
27
 310,163
 1.44%
 
Decreased Positions :
59
-2,549,454
-11.83%
 
Closed Positions :
21
-11,043,574
-51.25%
 
Guru Positions :
1
1,947,611
 9.04%
 
View holdings for period: 
3-31-2022 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 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
   Nan Shan Life Insurance Co. Ltd. 76 - 2023-12-31 240,695 $11,840,000 0
   MEITAV DASH INVESTMENTS LTD 113 - 2024-03-31 37,193 $1,996,000 0
   Laidlaw Wealth Management LLC 88 - 2023-12-31 17,642 $868,000 0
   Qube Research & Technologies Ltd 1768 - 2023-12-31 15,674 $771,000 0
   SAPIENT CAPITAL LLC 212 - 2024-03-31 12,779 $686,000 0
   Plancorp LLC 171 - 2023-12-31 9,448 $465,000 0
   Gratus Wealth Advisors LLC 96 - 2024-03-31 8,192 $412,000 0
   M&T BANK CORP 1379 - 2024-03-31 5,000 $268,000 0
   PROEQUITIES INC. 1076 - 2024-03-31 1,210 $65,000 0
   Nalls Sherbakoff Group LLC 155 - 2023-12-31 1,167 $57,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 423 - 2024-03-31 819 $44,000 0
   PFS Partners LLC 159 - 2024-03-31 588 $32,000 0
   Blume Capital Management Inc. 216 - 2024-03-31 400 $21,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1602 - 2024-03-31 364 $20,000 0
   EPG Wealth Management LLC 352 - 2023-12-31 355 $17,000 0
   HANSON MCCLAIN, INC. 1991 - 2024-03-31 251 $13,000 0
   Carmichael Hill & Associates Inc. 539 - 2024-03-31 89 $5,000 0
   Laurel Wealth Advisors LLC 447 - 2023-12-31 100 $5,000 0
   Capital Investment Advisory Services LLC 876 - 2024-03-31 74 $4,000 0
   Steward Partners Investment Advisory LLC 3097 - 2023-12-31 71 $3,000 0
   Access Investment Management LLC 98 - 2024-03-31 60 $3,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1411 - 2024-03-31 47 $3,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 601 - 2024-03-31 30 $2,000 0
   M&R CAPITAL MANAGEMENT INC 512 - 2024-03-31 10 $1,000 0
   Key Financial Inc 1185 - 2024-03-31 19 $1,000 0
   Compagnie Lombard Odier SCA 516 *New 2024-03-31 0 $0 0

  26 Records found
  1    
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