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Get Institutions for : 
Invesco Kbw Property And Casualty Insurance ETF Trust Ii (KBWP)  
$106.52 1.39 (1.32%) as of 4:30 Thu 5/16


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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 : 
 $83.62  
Last Quarter's Ending Price : 
 $90.51  
Last Quarter's Average Price : 
 $88.60  
Change from last quarter's     
avg. price to the last closing  : 
17.92 (20.23%)  




 
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: 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
   Harel Insurance Investments & Financial Services L - 2024-03-31 1,055,000 $113,676,000 650,000
   LPL FINANCIAL CORP 997 - 2024-03-31 163,335 $17,599,000 361
   Kingsview Wealth Management LLC 132 - 2024-03-31 61,495 $6,626,000 49,492
   AMERIPRISE FINANCIAL INC 2231 - 2023-12-31 58,716 $5,313,000 3,890
   ROYAL BANK OF CANADA 1935 - 2023-12-31 51,670 $4,676,000 43,000
   RAYMOND JAMES & ASSOCIATES 1835 - 2024-03-31 30,856 $3,325,000 10,198
   Fulcrum Equity Management 11 - 2024-03-31 13,381 $1,442,000 266
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 111 - 2024-03-31 11,998 $1,293,000 2,979
   Advisor Group Holdings Inc. 2226 - 2024-03-31 10,308 $1,111,000 4,973
   COMMONWEALTH EQUITY SERVICES LLC. 2258 - 2024-03-31 8,846 $953,000 244
   JANNEY MONTGOMERY SCOTT LLC 1780 - 2024-03-31 5,933 $639,000 1,231
   J.W. COLE ADVISORS INC. 576 - 2024-03-31 3,945 $425,000 514
   Ameritas Advisory Services LLC 476 - 2023-12-31 4,087 $400,000 299
   Advisors Preferred LLC 96 - 2024-03-31 3,641 $390,000 1,972
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2520 - 2024-03-31 3,463 $373,000 1,105
   GSA CAPITAL PARTNERS LLP 1277 - 2024-03-31 2,494 $269,000 29
   AdvisorNet Financial Inc 561 - 2024-03-31 1,219 $131,000 6
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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