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 263 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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
89
shares
|
$6,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
85
shares
|
$6,278
0.01% of portfolio
|
Q1 2025
Added 750.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
74
shares
|
$5,465
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
66
shares
|
$4,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
62
shares
|
$4,579
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
60
shares
|
$4,431
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
54
shares
|
$3,988
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
49
shares
|
$3,619
0.0% of portfolio
|
Q3 2025
Added 25.64%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
46
shares
|
$3,397
0.0% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
44
shares
|
$3,249
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
39
shares
|
$2,880
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,846
0.0% of portfolio
|
Q2 2025
Reduced 73.4%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
23
shares
|
$1,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
20
shares
|
$1,477
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
17
shares
|
$1,255
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
14
shares
|
$1,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12
shares
|
$886
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10
shares
|
$738
0.0% of portfolio
|
Q2 2018
Added 6420.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
10
shares
|
$738
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
10
shares
|
$738
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
8
shares
|
$590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
6
shares
|
$443
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
4
shares
|
$295
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
3
shares
|
$221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
3
shares
|
$221
0.0% of portfolio
|
Q3 2025
New holding
|