Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF include Williams & Novak, LLC, Wellington Shields & Co., LLC, Belvedere Trading LLC, Sound Income Strategies, LLC, and New Millennium Group LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 100,177 | 180.00 | 12,305 | 176.06 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 25,408 | 2.16 | 3,121 | 0.71 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 2,199 | 270 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,602 | 2,710.53 | 197 | 2,700.00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 52 | 1.96 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,744 | 114.45 | 2,179 | 111.55 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 42,295 | 50.22 | 5,195 | 48.13 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 2,325 | 0.09 | 286 | -1.38 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 259 | 21.03 | 32 | 29.17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2,945 | 362 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,905 | 848 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 10,010 | 1,230 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,088 | 56.68 | 1 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 9,692 | 19.07 | 1,190 | 17.36 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,336 | 0.34 | 287 | -1.38 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10,703 | 5.12 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 282,349 | 60.46 | 34,681 | 58.20 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8,136 | 13.93 | 1 | |||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 35,390 | 135.56 | 4,347 | 132.28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 149,012 | 358.13 | 18,303 | 351.70 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14,485 | 32.88 | 1,779 | 31.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 21,530 | 42.14 | 2,645 | 40.12 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 4,548 | 73.65 | 559 | 71.17 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 6,823 | 838 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11,718 | 20.02 | 1,440 | 18.34 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 2,692 | 331 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 26,400 | 3,243 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 3,440 | 423 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53,461 | 698.64 | 6,566 | 687.29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,438 | 178.68 | 177 | 175.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2,025 | 249 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 194,089 | 11,466.69 | 23,840 | 11,306.22 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1,900 | 233 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 400 | 49 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3,661 | 450 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 2,325 | 0.87 | 286 | -0.70 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 2,362 | 290 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21,602 | 6.77 | 2,653 | 5.28 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15,805 | 1,941 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 78,757 | 9.97 | 9,304 | 10.66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 47,793 | 38.26 | 5,870 | 36.32 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 24,108 | 67.98 | 2,961 | 65.60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4,061 | 13.15 | 499 | 11.41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18,738 | 91.54 | 2,302 | 88.92 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 100 | 12 |
