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 164 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
16,642
shares
|
$941,937
0.52% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
14,616
shares
|
$827,265
0.05% of portfolio
|
Q1 2024
Reduced 7.29%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
14,388
shares
|
$814,360
0.31% of portfolio
|
Q2 2024
Added 28.67%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
14,081
shares
|
$796,984
0.39% of portfolio
|
Q2 2024
Added 16.32%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
13,664
shares
|
$773,382
0.0% of portfolio
|
Q2 2024
Added 3.63%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,526
shares
|
$765,571
0.09% of portfolio
|
Q2 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
13,468
shares
|
$762,288
0.0% of portfolio
|
Q2 2024
Reduced 14.07%
|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
13,003
shares
|
$735,969
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
12,935
shares
|
$732,121
0.02% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
Valicenti Advisory Services Inc
|
Jul 23, 2024 Q2 2024 |
12,250
shares
|
$693,350
0.18% of portfolio
|
Q2 2024
Reduced 13.43%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
11,870
shares
|
$671,842
0.0% of portfolio
|
Q2 2024
Reduced 84.03%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
11,577
shares
|
$655,258
0.01% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
11,470
shares
|
$649,202
0.02% of portfolio
|
Q2 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
10,933
shares
|
$618,807
0.01% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
Family Management Corp
New York, NY |
Aug 14, 2024 Q2 2024 |
10,817
shares
|
$612,242
0.1% of portfolio
|
Q4 2023
New holding
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
10,672
shares
|
$604,035
0.0% of portfolio
|
Q2 2024
Reduced 89.69%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
10,078
shares
|
$570,414
0.0% of portfolio
|
Q2 2024
Added 23.79%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
9,882
shares
|
$559,321
0.0% of portfolio
|
Q2 2024
Reduced 58.18%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
9,761
shares
|
$552,472
0.03% of portfolio
|
Q2 2024
New holding
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
9,692
shares
|
$548,567
0.06% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
9,281
shares
|
$525,304
0.0% of portfolio
|
Q2 2024
Added 4.73%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
9,017
shares
|
$510,362
0.05% of portfolio
|
Q2 2024
Reduced 47.74%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
8,998
shares
|
$509,286
0.0% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
8,814
shares
|
$498,872
0.01% of portfolio
|
Q2 2024
New holding
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 15, 2024 Q2 2024 |
8,379
shares
|
$474,251
0.01% of portfolio
|
Q2 2024
Reduced 34.43%
|