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 249 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
13,028,901
shares
|
$865 Million
0.07% of portfolio
|
Q1 2025
Added 69.64%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
3,545,000
shares
|
$235 Million
2.3% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
3,395,000
shares
|
$225 Million
2.99% of portfolio
|
Q1 2025
Added 27.15%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
2,611,640
shares
|
$173 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
2,272,620
shares
|
$151 Million
1.87% of portfolio
|
Q1 2025
Added 266.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
2,240,028
shares
|
$149 Million
0.02% of portfolio
|
Q1 2025
Added 306.53%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
1,796,164
shares
|
$119 Million
5.1% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,609,128
shares
|
$107 Million
0.01% of portfolio
|
Q1 2025
Added 3284.72%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
1,488,000
shares
|
$98.7 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,030,295
shares
|
$68.4 Million
0.0% of portfolio
|
Q1 2025
Added 33.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
955,843
shares
|
$63.4 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
862,544
shares
|
$57.2 Million
0.73% of portfolio
|
Q1 2025
Added 15.72%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
831,238
shares
|
$55.2 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
672,954
shares
|
$44.7 Million
1.41% of portfolio
|
Q1 2025
Added 119.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
470,992
shares
|
$31.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
408,705
shares
|
$27.1 Million
0.01% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
390,351
shares
|
$25.9 Million
0.54% of portfolio
|
Q1 2025
Added 604.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
384,791
shares
|
$25.5 Million
0.01% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
381,688
shares
|
$25.3 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
292,444
shares
|
$19.4 Million
0.0% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
284,068
shares
|
$18.9 Million
1.97% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
280,529
shares
|
$18.6 Million
1.78% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
219,985
shares
|
$14.6 Million
1.07% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Rfg Holdings, Inc.
|
Apr 16, 2025 Q1 2025 |
200,652
shares
|
$13.3 Million
4.44% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
195,221
shares
|
$13 Million
0.24% of portfolio
|
Q1 2025
New holding
|