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 214 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,680,223
shares
|
$463 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
2,950,000
shares
|
$178 Million
1.74% of portfolio
|
Q4 2024
Added 961.15%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
2,792,499
shares
|
$168 Million
0.07% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
2,670,150
shares
|
$161 Million
2.5% of portfolio
|
Q4 2024
Added 1780000.0%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
1,799,937
shares
|
$109 Million
5.31% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
976,015
shares
|
$58.9 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
784,091
shares
|
$47.3 Million
0.03% of portfolio
|
Q4 2024
Added 7068.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
771,277
shares
|
$46.5 Million
0.0% of portfolio
|
Q4 2024
Added 97.34%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
745,392
shares
|
$45 Million
0.66% of portfolio
|
Q4 2024
Added 61.13%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
620,480
shares
|
$37.4 Million
0.66% of portfolio
|
Q4 2024
Added 129166.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
551,008
shares
|
$33.2 Million
0.01% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
480,887
shares
|
$29 Million
0.01% of portfolio
|
Q4 2024
Added 35.45%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
391,717
shares
|
$23.6 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
366,186
shares
|
$22.1 Million
0.01% of portfolio
|
Q4 2024
Added 19.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
346,539
shares
|
$20.9 Million
0.01% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
306,642
shares
|
$18.5 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
295,318
shares
|
$17.8 Million
1.82% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
284,398
shares
|
$17.2 Million
2.07% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
275,752
shares
|
$16.6 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
247,587
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Added 133.78%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
211,758
shares
|
$12.8 Million
1.05% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
190,651
shares
|
$11.5 Million
4.43% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
183,319
shares
|
$11.1 Million
0.01% of portfolio
|
Q4 2024
Added 862.1%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
160,450
shares
|
$9.68 Million
0.01% of portfolio
|
Q4 2024
Added 28654.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
129,481
shares
|
$7.81 Million
0.02% of portfolio
|
Q4 2024
Added 29.22%
|