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 253 institutions that hold shares in the stock, with a total of 49.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
60
shares
|
$4,357
0.0% of portfolio
|
Q4 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
54
shares
|
$3,921
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
46
shares
|
$3,340
0.0% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
44
shares
|
$3,195
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
39
shares
|
$2,832
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,815
0.0% of portfolio
|
Q2 2025
Reduced 73.4%
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
23
shares
|
$1,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
17
shares
|
$1,234
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
14
shares
|
$1,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12
shares
|
$871
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
10
shares
|
$726
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
10
shares
|
$726
0.0% of portfolio
|
Q4 2022
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10
shares
|
$726
0.0% of portfolio
|
Q2 2018
Added 6420.0%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
8
shares
|
$580
0.0% of portfolio
|
Q4 2024
New holding
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$72
0.0% of portfolio
|
Q1 2022
Reduced 99.97%
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|