Institutional Ownership Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB). We have compiled data on the 260 institutions that hold shares in the stock, with a total of 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,830,652
shares
|
$948 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
4,177,620
shares
|
$309 Million
2.94% of portfolio
|
Q3 2025
Added 83.82%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
3,693,000
shares
|
$273 Million
3.11% of portfolio
|
Q3 2025
Reduced 33.99%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
3,545,000
shares
|
$262 Million
2.3% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
3,085,450
shares
|
$228 Million
1.29% of portfolio
|
Q2 2025
Added 107.36%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
2,991,470
shares
|
$221 Million
0.09% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,940,662
shares
|
$217 Million
0.03% of portfolio
|
Q2 2025
Added 31.28%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
1,914,019
shares
|
$141 Million
5.78% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,609,128
shares
|
$119 Million
0.01% of portfolio
|
Q1 2025
Added 3284.72%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,109,116
shares
|
$81.9 Million
0.01% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
926,093
shares
|
$68.4 Million
0.84% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
753,504
shares
|
$55.7 Million
0.01% of portfolio
|
Q2 2025
Added 59.98%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
744,956
shares
|
$55 Million
0.03% of portfolio
|
Q2 2025
Added 600.7%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
692,760
shares
|
$51.2 Million
0.51% of portfolio
|
Q2 2025
Reduced 27.52%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
610,455
shares
|
$45.1 Million
0.69% of portfolio
|
Q3 2025
Added 1408.97%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
608,586
shares
|
$45 Million
4.0% of portfolio
|
Q2 2025
Added 839.16%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
473,162
shares
|
$34.9 Million
0.59% of portfolio
|
Q2 2025
Reduced 29.69%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
457,451
shares
|
$33.8 Million
0.42% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
417,804
shares
|
$30.9 Million
0.01% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
411,120
shares
|
$30.4 Million
0.01% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
343,850
shares
|
$25.4 Million
0.0% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
322,906
shares
|
$23.8 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
301,822
shares
|
$22.3 Million
1.63% of portfolio
|
Q3 2025
Added 19.0%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
269,215
shares
|
$19.9 Million
1.87% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
265,518
shares
|
$19.6 Million
1.86% of portfolio
|
Q3 2025
Reduced 6.22%
|