Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF comprennent Avanda Investment Management Pte. Ltd., UBS Group AG, Jane Street Group, Llc, First International Bank of Israel Ltd., Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Jane Street Group, Llc, Helix Partners Management LP, Ulysses Management LLC, Jain Global LLC, XTX Topco Ltd, Franklin Resources Inc, Glenmede Investment Management, LP, Shepherd Financial Partners LLC, WealthPlan Investment Management, LLC, Consolidated Portfolio Review Corp, BTG Pactual Asset Management US LLC, Assetmark, Inc, McIlrath & Eck, LLC, Grove Bank & Trust, et Nemes Rush Group LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Janney Montgomery Scott LLC | 14 086 | 2,09 | 1 | |||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 153 800 | 1,96 | 11 015 | 16,34 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 253 642 | 15,30 | 18 166 | 31,55 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 20 428 | 14,91 | 1 463 | 31,21 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 30 170 | 817,58 | 2 161 | 948,54 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 775 | 4,35 | 116 | 8,49 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 193 | 85 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 326 | 23 | ||||||
2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 349 309 | 5,47 | 22 918 | -0,58 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 26 959 | 16,92 | 2 | 0,00 | ||||
2025-08-12 | 13F | Change Path, LLC | 10 043 | 12,17 | 719 | 28,16 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 28 572 | 106,88 | 2 046 | 136,26 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 7 506 | 538 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 493 | 35 | ||||||
2025-08-14 | 13F | Aqr Capital Management Llc | 3 658 | 262 | ||||||
2025-08-26 | NP | LCR - Leuthold Core ETF | 8 561 | 2,64 | 613 | 17,21 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 30 586 | 34,84 | 2 191 | 60,20 | ||||
2025-08-08 | 13F | WP Advisors, LLC | 93 352 | 0,95 | 6 686 | 15,18 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 340 | 38,78 | 24 | 60,00 | ||||
2025-07-23 | 13F | Meitav Dash Investments Ltd | 40 455 | 60,66 | 2 897 | 83,35 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 119 | 8 | ||||||
2025-08-15 | 13F | Morgan Stanley | 1 109 116 | 7,65 | 79 435 | 22,83 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 34 978 | 5,93 | 2 505 | 20,90 | ||||
2025-08-14 | 13F | FIL Ltd | 196 021 | 214,72 | 14 127 | 261,40 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 3 831 | 5,07 | 240 | 0,84 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 54 600 | 3 910 | ||||||
2025-08-14 | 13F | UBS Group AG | 343 850 | 17,58 | 24 627 | 34,16 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 4 954 | 55,10 | 355 | 77,00 | ||||
2025-08-14 | 13F | UBS Group AG | Call | 268 100 | 19 201 | |||||
2025-08-14 | 13F | Comerica Bank | 1 755 | 47,60 | 126 | 68,92 | ||||
2025-08-13 | 13F | Collar Capital Management, LLC | 2 969 | 213 | ||||||
2025-08-12 | 13F | Aviso Financial Inc. | 98 | 7 | ||||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 12 388 | 887 | ||||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 66 | 0 | ||||||
2025-07-15 | 13F | MCF Advisors LLC | 375 | 0,54 | 27 | 13,04 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 6 546 | 63,94 | 469 | 87,20 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 100 | 7 | ||||||
2025-08-14 | 13F | Quantinno Capital Management LP | 41 976 | 2,79 | 3 006 | 17,28 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 5 213 | 2,64 | 373 | 17,30 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 8 932 | 640 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 372 | 0,27 | 27 | 13,04 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 110 795 | 21,41 | 7 935 | 38,53 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 4 649 | 583,68 | 333 | 690,48 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 253 076 | 35,45 | 18 125 | 54,56 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 35 200 | 58,56 | 2 521 | 80,98 | |||
2025-08-14 | 13F | Wharton Business Group, LLC | 1 914 019 | 6,56 | 137 | 21,43 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 12 927 | 2,25 | 926 | 16,65 | ||||
2025-08-07 | 13F | Allworth Financial LP | 400 | 59,36 | 29 | 86,67 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 81 800 | 245,15 | 5 859 | 293,95 | |||
2025-08-13 | 13F | Fisher Asset Management, LLC | 2 991 470 | 14,54 | 214 249 | 30,69 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 62 000 | 4 440 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 132 | 9 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 3 503 711 | 117,74 | 250 936 | 148,44 | ||||
2025-07-03 | 13F | City Center Advisors, LLC | 7 777 | 1,79 | 557 | 16,28 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 039 | 218 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 2 940 662 | 31,28 | 210 610 | 49,79 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 4 127 | 0,27 | 296 | 14,34 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 1 150 | 82 | ||||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 5 595 000 | 64,80 | 401 | 87,79 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 169 626 | 3 328,17 | 12 149 | 3 818,71 | ||||
2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 22 162 | 2 | ||||||
2025-08-12 | 13F | XTX Topco Ltd | 9 806 | 702 | ||||||
2025-08-14 | 13F | Mariner, LLC | 5 559 | 13,87 | 398 | 30,07 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 3 176 | 227 | ||||||
2025-08-14 | 13F | Jain Global LLC | 14 842 | 1 063 | ||||||
2025-08-14 | 13F | Fiduciary Trust Co | 926 093 | 7,37 | 66 327 | 22,51 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5 256 | 29,62 | 374 | 48,61 | ||||
2025-08-07 | 13F | Guardian Partners Inc. | 608 586 | 839,16 | 44 542 | 1 068,47 | ||||
2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 4 370 000 | 23,27 | 313 | 40,54 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 66 | 5 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 753 504 | 59,98 | 53 967 | 82,54 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 322 906 | 22 965 | ||||||
2025-08-13 | 13F | Leuthold Group, Llc | 9 210 | 2,76 | 660 | 17,26 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 431 | 31 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 55 166 | 133,22 | 3 951 | 166,17 | ||||
2025-08-11 | 13F | Citigroup Inc | 744 956 | 600,70 | 53 354 | 699,54 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 161 | 0,62 | 12 | 10,00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 417 804 | 2,23 | 29 923 | 16,64 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 4 765 | 341 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 222 400 | 107,27 | 15 928 | 136,50 | |||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 419 | 3 156,19 | 249 | 4 033,33 | ||||
2025-08-14 | 13F | Ulysses Management LLC | Call | 25 000 | 1 790 | |||||
2025-08-12 | 13F | LPL Financial LLC | 411 120 | 6,84 | 29 444 | 21,91 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 140 | 10 | ||||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 2 800 | 201 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2 834 | 203 | ||||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 52 890 | 87,06 | 3 788 | 113,47 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 879 | 20,68 | 564 | 37,90 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 446 | 258 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 11 689 | 16,61 | 837 | 33,07 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 89 | 32,84 | 6 | 50,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 36 400 | 2 607 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 122 | 5,17 | 9 | 14,29 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 57 | 4 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 141 | 642,11 | 10 | 900,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 121 100 | 8 673 | |||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-14 | 13F | Boothbay Fund Management, Llc | Call | 177 700 | 33,01 | 12 727 | 51,75 | |||
2025-07-24 | 13F | Us Bancorp \de\ | 2 783 | 18,32 | 199 | 35,37 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 204 669 | 4,84 | 14 658 | 19,62 | ||||
2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 3 085 450 | 107,36 | 220 980 | 136,59 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 8 780 | 9,82 | 629 | 25,35 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 44 600 | 3 194 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 952 | 0,11 | 68 | 15,25 | ||||
2025-08-14 | 13F | Ssi Investment Management Llc | 124 746 | 95,08 | 8 934 | 122,63 | ||||
2025-05-14 | 13F | Huntington National Bank | 14 | -7,14 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 143 009 | 5,32 | 10 242 | 20,18 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Fmr Llc | 3 334 | 22,44 | 240 | 41,18 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 457 451 | 19,85 | 32 763 | 36,75 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 300 | 21 | ||||||
2025-08-01 | 13F | Clark Asset Management, LLC | 6 501 | 0,57 | 466 | 14,81 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 4 890 | 350 | ||||||
2025-07-22 | 13F | Bank Hapoalim Bm | 7 270 | 12,73 | 1 | |||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 6 117 | 29,46 | 438 | 47,97 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 49 132 | 16,61 | 3 519 | 33,06 | ||||
2025-08-13 | 13F | Helix Partners Management LP | 35 000 | 2 507 | ||||||
2025-04-11 | 13F | Permanent Capital Management, LP | 9 756 | 612 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 97 156 | 281,57 | 6 958 | 335,42 | ||||
2025-08-14 | 13F | Avanda Investment Management Pte. Ltd. | Call | 437 500 | 31 334 | |||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5 372 | 5 272,00 | 0 | -100,00 | ||||
2025-07-16 | 13F | American National Bank | 62 | 4 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 459 | 214,38 | 33 | 255,56 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 4 042 | 1,51 | 297 | 19,28 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 3 545 | 0,03 | 254 | 13,96 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 831 | 27,03 | 1 492 | 44,90 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 240 411 | 64,08 | 17 218 | 87,21 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5 351 | 399 | ||||||
2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 59 105 | 3 578 | ||||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16 540 | 0,01 | 1 185 | 14,07 |