Who Owns INVESCO EXCH TRADED FD TR II (KBWY)? -- Institutional Holders (2026-03-31)
62 institutions reported holding $45.7M of INVESCO EXCH TRADED FD TR II (KBWY) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($11.0M), LPL Financial LLC ($10.2M), Fifth Third Securities, Inc. ($3.6M), TWO SIGMA INVESTMENTS, LP ($2.6M), Heartwood Wealth Advisors LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $11.0M | 719,545 | Trimmed |
| 2 | LPL Financial LLC | $10.2M | 668,767 | Trimmed |
| 3 | Fifth Third Securities, Inc. | $3.6M | 235,058 | Added |
| 4 | TWO SIGMA INVESTMENTS, LP | $2.6M | 168,147 | Hold |
| 5 | Heartwood Wealth Advisors LLC | $2.2M | 147,019 | Added |
| 6 | Summit Financial, LLC | $2.2M | 144,611 | Trimmed |
| 7 | LMCG INVESTMENTS, LLC | $1.8M | 120,508 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 83,088 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $1.3M | 82,244 | Added |
| 10 | Tower Research Capital LLC (TRC) | $1.2M | 77,979 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $954,719 | 62,482 | Trimmed |
| 12 | MassMutual Private Wealth & Trust, FSB | $907,632 | 59,400 | Added |
| 13 | D. E. Shaw & Co., Inc. | $878,096 | 57,467 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $834,227 | 54,596 | Trimmed |
| 15 | CITADEL ADVISORS LLC | $690,457 | 45,187 | New |
| 16 | JONES FINANCIAL COMPANIES LLLP | $528,772 | 35,322 | Added |
| 17 | JANE STREET GROUP, LLC | $469,188 | 30,706 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $449,238 | 29,401 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $387,585 | 25,366 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $362,614 | 23,731 | Trimmed |
| 21 | PFG Advisors | $243,689 | 15,948 | Added |
| 22 | Sunpointe, LLC | $221,090 | 14,469 | Added |
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $204,255 | 13,350 | Trimmed |
| 24 | Cetera Investment Advisers | $192,584 | 12,604 | Trimmed |
| 25 | UBS Group AG | $111,926 | 7,325 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31