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 172 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,526
shares
|
$926,395
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,462
shares
|
$922,012
0.0% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,943
shares
|
$886,466
0.0% of portfolio
|
Q3 2024
Reduced 64.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,805
shares
|
$877,014
0.0% of portfolio
|
Q3 2024
Reduced 24.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,774
shares
|
$874,891
0.0% of portfolio
|
Q3 2024
Added 139.35%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
12,292
shares
|
$841,879
0.07% of portfolio
|
Q3 2024
Added 132.85%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
11,889
shares
|
$814,277
0.2% of portfolio
|
Q3 2024
Reduced 49.87%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,849
shares
|
$811,538
0.02% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
11,163
shares
|
$764,553
0.02% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
10,938
shares
|
$749,143
0.0% of portfolio
|
Q3 2024
Reduced 93.39%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
10,817
shares
|
$740,856
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,595
shares
|
$725,651
0.01% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,446
shares
|
$715,446
0.0% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
10,331
shares
|
$707,570
0.02% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,257
shares
|
$702,501
0.01% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
10,065
shares
|
$689,351
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Fosun International LTD
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$684,900
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
9,017
shares
|
$617,574
0.05% of portfolio
|
Q2 2024
Reduced 47.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,988
shares
|
$615,588
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
8,884
shares
|
$608,465
0.06% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
8,312
shares
|
$569,288
0.01% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
8,220
shares
|
$562,987
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,114
shares
|
$555,727
0.02% of portfolio
|
Q3 2024
Added 712.21%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,953
shares
|
$544,700
0.01% of portfolio
|
Q3 2024
Reduced 58.62%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
7,837
shares
|
$536,756
0.0% of portfolio
|
Q3 2024
New holding
|