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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
   Mutual Advisors LLC 71 - 2024-03-31 76,676 $8,262,000 -696
   MORGAN STANLEY 4155 - 2023-12-31 33,598 $3,041,000 -1,447
   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
   BANK OF AMERICA CORP /DE/ 3666 - 2023-12-31 17,947 $1,624,000 -657
   Nilsine Partners LLC 169 - 2024-03-31 9,444 $1,018,000 -3,107
   MML INVESTORS SERVICES LLC 1370 - 2023-12-31 10,993 $995,000 -1,444
   ENVESTNET ASSET MANAGEMENT INC 3258 - 2023-12-31 6,069 $549,000 -122
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3472 - 2024-03-31 4,482 $483,000 -4,445
   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 4950 - 2023-12-31 1,064 $96,000 -917
   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
  18 Records found
  1    
  Page 1 of 1
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