INVESCO EXCH TRADED FD TR II

Watch

Share

KBWR·46138E578·US·etf·Unknown - Unknown

BLOOMBERG FINANC

KBWR (INVESCO EXCH TRADED FD TR II) is held by 20 institutional investors as of Q1 2026. Largest holders: BROWN ADVISORY INC ($1.7M), LPL Financial LLC ($1.4M), MORGAN STANLEY ($1M). Net institutional sentiment: Mixed.

20

Holders

Avg rating(3 Elite)

$8.3M

Total Value

65% (24)

Fund Consensus

11 buying - 6 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how KBWR's score breaks down across 4 SEC sources

Holder Quality

3

★★★★★

Elite

10

★★★★

Strong

7

★★★

Solid

3

★★

Below

1

★

Weak

Held by 20 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (20)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BROWN ADVISORY INC	Unchanged	25,130	$1.7M	0.0%	+84.98%	0
LPL Financial LLC	Increased	20,015(+4.0%)	$1.4M	0.0%	+48.31%	26
MORGAN STANLEY	Decreased	15,155(-1.9%)	$1M	0.0%	+46.81%	0
JANE STREET GROUP, LLC	New	13,792	$944,338	0.0%	0.00%	35
CITADEL ADVISORS LLC	New	6,741	$461,556	0.0%	0.00%	33
Pinnacle Financial Partners, Inc.	Increased	6,406(+0.5%)	$438,899	0.0%	+15.95%	24
Corient Private Wealth LLC	Unchanged	6,000	$390,900	0.0%	+16.03%	0
FMR LLC	New	5,101	$349,232	0.0%	0.00%	36
TWO SIGMA INVESTMENTS, LP	New	5,000	$342,350	0.0%	0.00%	33
RAYMOND JAMES FINANCIAL INC	New	4,450	$304,685	0.0%	0.00%	32
CAPTRUST FINANCIAL ADVISORS	New	4,287	$293,531	0.0%	0.00%	32
GOLDMAN SACHS GROUP INC	New	3,245	$222,185	0.0%	0.00%	35
ROYAL BANK OF CANADA	Increased	2,233(+0.7%)	$153,000	0.0%	+24.47%	15
OSAIC HOLDINGS, INC.	Decreased	1,932(-54.9%)	$132,281	0.0%	+37.09%	0
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	1,262	$86,409	0.0%	+53.89%	0
MAI Capital Management	Unchanged	360	$24,650	0.0%	+20.04%	0
UBS Group AG	Increased	296(+355.4%)	$20,267	0.0%	+6.69%	21
BLAIR WILLIAM & CO/IL	Unchanged	241	$16,501	0.0%	+57.41%	0
Russell Investments Group, Ltd.	Unchanged	44	$3,013	0.0%	+20.04%	0
WELLS FARGO & COMPANY/MN	Unchanged	1	$48	0.0%	+27.20%	0

Showing 1-20 of 24

Per page:

1 / 2

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

343 holders · $19.6B

SPYSTATE STR SPDR S&P 500 ETF T

293 holders · $272.3B

IVVISHARES TR

265 holders · $436.1B

IWMISHARES TR

243 holders · $61.1B

VOOVANGUARD INDEX FDS

243 holders · $198.5B

QQQINVESCO QQQ TR

240 holders · $91.1B

GLDSPDR GOLD TR

240 holders · $39B

XLFSELECT SECTOR SPDR TR

223 holders · $30.1B

EFAISHARES TR

222 holders · $43.9B

XLVSELECT SECTOR SPDR TR

216 holders · $20.8B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer