Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / KBW REGL BKG
-
Total 13F shares
-
338,222
-
Share change
-
+58,433
-
Total reported value
-
$18,490,203
-
Price per share
-
$54.67
-
Number of holders
-
37
-
Value change
-
+$3,300,218
-
Number of buys
-
18
-
Number of sells
-
15
Institutional Holders of INVESCO EXCH TRADED FD TR II - KBW REGL BKG (KBWR) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCH TRADED FD TR II - KBW REGL BKG (KBWR) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
338,222 shares.
The largest 10 holders included
Synergy Asset Management, LLC, Private Advisor Group, LLC, BROWN ADVISORY INC, MORGAN STANLEY, OSAIC HOLDINGS, INC., BANK OF AMERICA CORP /DE/, LPL Financial LLC, Accredited Investors Inc., UBS Group AG, and MERITAGE PORTFOLIO MANAGEMENT.
This page lists
37
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.