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 199 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,979,175
shares
|
$568 Million
0.04% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
2,950,000
shares
|
$210 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
|
$199 Million
0.07% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
2,670,150
shares
|
$190 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
|
$128 Million
5.31% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,053,619
shares
|
$75 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
989,613
shares
|
$70.4 Million
0.81% of portfolio
|
Q3 2024
Added 39.55%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
620,480
shares
|
$44.2 Million
0.66% of portfolio
|
Q4 2024
Added 129166.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
523,374
shares
|
$37.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.49%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
462,604
shares
|
$32.9 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
390,841
shares
|
$27.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
355,037
shares
|
$25.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
306,642
shares
|
$21.8 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
306,036
shares
|
$21.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
295,318
shares
|
$21 Million
1.82% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
284,398
shares
|
$20.2 Million
2.07% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
235,119
shares
|
$16.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
211,758
shares
|
$15.1 Million
1.05% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
190,651
shares
|
$13.6 Million
4.43% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
125,760
shares
|
$8.95 Million
0.76% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
113,382
shares
|
$8.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
107,701
shares
|
$7.67 Million
0.41% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
105,904
shares
|
$7.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
100,205
shares
|
$7.13 Million
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,126
shares
|
$7.13 Million
0.01% of portfolio
|
Q3 2024
Added 1.97%
|