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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
253,076
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2025
Added 35.45%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
240,635
shares
|
$17.8 Million
0.3% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
240,411
shares
|
$17.8 Million
0.01% of portfolio
|
Q2 2025
Added 64.08%
|
|
|
Marks Wealth, LLC
|
Oct 28, 2025 Q3 2025 |
217,459
shares
|
$16.1 Million
5.25% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
199,852
shares
|
$14.8 Million
4.41% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
196,021
shares
|
$14.5 Million
0.01% of portfolio
|
Q2 2025
Added 214.72%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
153,800
shares
|
$11.4 Million
0.18% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
143,009
shares
|
$10.6 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
|
$9.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
125,760
shares
|
$9.29 Million
0.76% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
120,000
shares
|
$8.86 Million
1.78% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
108,413
shares
|
$8.01 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
108,050
shares
|
$7.98 Million
0.42% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,126
shares
|
$7.4 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
|
$7.36 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
97,156
shares
|
$7.18 Million
0.31% of portfolio
|
Q2 2025
Added 281.57%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
92,500
shares
|
$6.83 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
81,813
shares
|
$6.04 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
77,465
shares
|
$5.72 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
68,227
shares
|
$5.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.49%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
65,543
shares
|
$4.84 Million
1.98% of portfolio
|
Q3 2025
Reduced 47.46%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
62,000
shares
|
$4.58 Million
2.62% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
59,495
shares
|
$4.39 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
54,782
shares
|
$4.05 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
54,600
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|