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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
240,411
shares
|
$17.5 Million
0.01% of portfolio
|
Q2 2025
Added 64.08%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
204,669
shares
|
$14.9 Million
0.25% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
197,378
shares
|
$14.3 Million
4.45% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
196,021
shares
|
$14.2 Million
0.01% of portfolio
|
Q2 2025
Added 214.72%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
169,626
shares
|
$12.3 Million
1.71% of portfolio
|
Q2 2025
Added 3328.17%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
153,800
shares
|
$11.2 Million
0.18% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
143,009
shares
|
$10.4 Million
0.02% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
134,838
shares
|
$9.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
125,760
shares
|
$9.13 Million
0.76% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
124,746
shares
|
$9.06 Million
3.62% of portfolio
|
Q2 2025
Added 95.08%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
120,000
shares
|
$8.71 Million
1.78% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
108,413
shares
|
$7.87 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
107,014
shares
|
$7.77 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,126
shares
|
$7.27 Million
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
99,650
shares
|
$7.24 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
97,156
shares
|
$7.06 Million
0.31% of portfolio
|
Q2 2025
Added 281.57%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
93,352
shares
|
$6.78 Million
1.84% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
82,050
shares
|
$5.96 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
77,465
shares
|
$5.63 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
68,227
shares
|
$4.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.49%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
62,000
shares
|
$4.5 Million
2.62% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
59,495
shares
|
$4.32 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
55,166
shares
|
$4.01 Million
0.02% of portfolio
|
Q2 2025
Added 133.22%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
54,986
shares
|
$3.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
54,782
shares
|
$3.98 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.66%
|