13FBOX
INVESCO EXCH TRADED FD TR II KBW PPTY CASUT · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO EXCH TRADED FD TR II KBW PPTY CASUT

KBWP
持有机构数
60
机构合计市值 (Q2 2026)
$1.09亿
机构合计股数 (Q2 2026)
86.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+8.2万股
25 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-29.8万股
37 · 13 清仓 · ≈
⚖️ 净额
-21.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.09亿
持有机构数
60
新买入
12
加仓
13
减仓
24
清仓
13
持股不变
11
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
<0.01%0.01%#19$2,158.2万17.0万股$2,361.5万19.8万股-2.8万股-14.22%减仓
REDSTONE WEALTH MANAGEMENT, LLC
9.54%8.63%#1$1,462.3万11.5万股$1,083.3万9.1万股+2.4万股+26.70%加仓
Kingsview Wealth Management, LLC
0.21%0.21%#7$1,180.4万9.9万股$1,570.1万13.2万股-3.3万股-24.82%减仓
共同顾问Mutual Advisors, LLC
0.22%0.24%#6$1,149.4万9.1万股$1,098.1万9.2万股-1,617股-1.75%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#35$545.6万4.3万股$528.0万4.4万股-1,333股-3.00%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%0.01%#21$457.8万3.6万股$738.9万6.2万股-2.6万股-41.84%减仓
RM Financial Services, LLC
3.06%3.27%#2$412.3万3.3万股$378.6万3.2万股+706股+2.22%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#43$310.6万2.5万股$1,590.4万12.9万股-10.4万股-80.94%减仓
Focus Financial Network, Inc.
0.09%0.1%#11$300.2万2.4万股$286.0万2.4万股-352股-1.46%减仓
FLOW TRADERS U.S. LLC
0.11%#10$262.3万2.1万股$00股+2.1万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#17$229.7万1.8万股$197.5万1.7万股+1,517股+9.14%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#39$229.1万1.8万股$131.9万1.1万股+6,989股+63.07%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#44$203.0万1.6万股$169.5万1.4万股+1,762股+12.36%加仓
Bright Futures Wealth Management, LLC.
1.28%1.56%#3$197.8万1.6万股$227.4万1.9万股-3,508股-18.35%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#29$177.5万1.4万股$522.3万4.4万股-3.0万股-68.11%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#36$175.5万1.4万股$221.5万1.9万股-4,767股-25.61%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#23$165.0万1.3万股$124.6万1.0万股+2,539股+24.24%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#40$159.7万1.3万股$163.8万1.4万股-1,176股-8.54%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#37$129.2万1.0万股$330.1万2.8万股-1.8万股-63.25%减仓
Menora Mivtachim控股MENORA MIVTACHIM HOLDINGS LTD.
<0.01%<0.01%#18$126.8万1.0万股$47.6万4,000股+6,000股+150.00%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#47$113.3万8,938股$115.6万9,715股-777股-8.00%减仓
Vanguard Capital Wealth Advisors
0.45%#4$65.9万5,200股$00股+5,200股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#28$65.8万5,189股$73.8万6,203股-1,014股-16.35%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#33$64.3万5,066股$29.0万2,429股+2,637股+108.56%加仓
RDA Financial Network
0.14%0.15%#8$64.0万5,050股$60.1万5,050股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#27$62.4万4,924股$47.7万4,011股+913股+22.76%加仓
Stegent Equity Advisors, Inc.
0.41%0.46%#5$57.6万4,542股$54.0万4,542股00.00%持仓不变
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%0.02%#16$53.9万4,256股$51.9万4,358股-102股-2.34%减仓
D.E.肖D. E. Shaw & Co., Inc.
<0.01%<0.01%#42$40.3万3,178股$37.8万3,178股00.00%持仓不变
胜利资本管理VICTORY CAPITAL MANAGEMENT INC
<0.01%#41$34.3万2,707股$00股+2,707股新买入
Virtue Capital Management, LLC
0.04%0.03%#12$32.2万2,537股$21.0万1,767股+770股+43.58%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#49$29.0万2,284股$37.2万3,124股-840股-26.89%减仓
花旗集团CITIGROUP INC
<0.01%#45$28.8万2,271股$00股+2,271股新买入
Hudock, Inc.
0.03%0.04%#13$26.9万2,121股$27.8万2,337股-216股-9.24%减仓
XTX资本XTX Topco Ltd
<0.01%#25$24.9万1,968股$00股+1,968股新买入
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
<0.01%<0.01%#22$23.4万1,843股$23.0万1,930股-87股-4.51%减仓
Elevate Capital Advisors, LLC
0.12%0.23%#9$21.1万1,663股$36.0万3,026股-1,363股-45.04%减仓
富达投资FMR LLC
<0.01%<0.01%#56$18.1万1,426股$17.7万1,485股-59股-3.97%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#55$11.5万910股$166.1万1.4万股-1.3万股-93.48%减仓
Kayne Anderson Rudnick投资管理KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
<0.01%#38$9.9万783股$00股+783股新买入
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#53$8.9万700股$8.3万700股00.00%持仓不变
Rossby Financial, LCC
0.01%0.01%#15$7.7万607股$7.2万607股00.00%持仓不变
AdvisorNet Financial, Inc
<0.01%<0.01%#24$7.3万577股$7.4万625股-48股-7.68%减仓
EFG国际EFG International AG
<0.01%<0.01%#32$4.7万374股$4.4万374股00.00%持仓不变
Regatta Research & Money Management
0.03%#14$3.5万274股$00股+274股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#54$2.9万225股$3.9万325股-100股-30.77%减仓
BOK Financial Private Wealth, Inc.
<0.01%<0.01%#31$1.9万150股$1.8万150股00.00%持仓不变
MARSHALL INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#20$1.1万86股$1.0万85股+1股+1.18%加仓
FIDUCIARY FINANCIAL ADVISORS
<0.01%#30$1.0万80股$00股+80股新买入
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#52$8,87470股$8,32970股00.00%持仓不变

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