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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,843
shares
|
$904,952
0.0% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
15,799
shares
|
$902,438
0.0% of portfolio
|
Q4 2024
Reduced 83.95%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
15,025
shares
|
$858,228
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
14,388
shares
|
$821,842
0.34% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
14,291
shares
|
$816,301
0.05% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,252
shares
|
$814,074
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
14,071
shares
|
$803,735
0.0% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
13,811
shares
|
$788,884
0.34% of portfolio
|
Q1 2025
Added 67.2%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
13,747
shares
|
$785,228
0.0% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,526
shares
|
$772,605
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
13,512
shares
|
$771,805
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
12,138
shares
|
$693,322
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
11,881
shares
|
$678,642
0.22% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,823
shares
|
$675,329
0.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
11,180
shares
|
$638,601
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
10,817
shares
|
$617,867
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
10,787
shares
|
$616,153
0.03% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,571
shares
|
$603,815
0.0% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
10,504
shares
|
$599,988
0.02% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,261
shares
|
$586,108
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Axecap Investments, LLC
Mason, OH |
Apr 15, 2025 Q1 2025 |
10,108
shares
|
$577,368
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
10,052
shares
|
$574,170
0.01% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
9,865
shares
|
$563,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
9,788
shares
|
$559,090
0.04% of portfolio
|
Q4 2024
Added 110.77%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
9,756
shares
|
$557,262
0.18% of portfolio
|
Q1 2025
New holding
|