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 223 institutions that hold shares in the stock, with a total of 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
125,760
shares
|
$7.18 Million
0.76% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
121,394
shares
|
$6.93 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
113,382
shares
|
$6.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
109,845
shares
|
$6.27 Million
0.47% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,126
shares
|
$5.72 Million
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
92,258
shares
|
$5.27 Million
2.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
89,442
shares
|
$5.11 Million
0.0% of portfolio
|
Q4 2024
Added 534.03%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
82,357
shares
|
$4.7 Million
0.08% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Aragon Global Management, LP
Miami, FL |
Feb 14, 2025 Q4 2024 |
82,150
shares
|
$4.69 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
78,423
shares
|
$4.48 Million
0.14% of portfolio
|
Q1 2025
Added 2112.21%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
74,600
shares
|
$4.26 Million
0.02% of portfolio
|
Q4 2024
Added 50.71%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
67,557
shares
|
$3.86 Million
0.33% of portfolio
|
Q4 2024
Reduced 49.36%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Apr 14, 2025 Q1 2025 |
64,606
shares
|
$3.69 Million
2.65% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
57,579
shares
|
$3.29 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
55,396
shares
|
$3.16 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
53,882
shares
|
$3.08 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
47,541
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 95.49%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
46,754
shares
|
$2.67 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
45,732
shares
|
$2.61 Million
0.3% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
45,501
shares
|
$2.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
42,900
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 680.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
42,637
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Added 42.18%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
42,473
shares
|
$2.43 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
37,213
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Added 42.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
36,352
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.57%
|