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 260 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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
26,585
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
25,903
shares
|
$1.91 Million
0.45% of portfolio
|
Q3 2025
Added 38.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,713
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
22,612
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Added 82.53%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
22,162
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
21,495
shares
|
$1.59 Million
0.15% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,831
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 27.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
20,801
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
16,541
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
16,087
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
15,418
shares
|
$1.14 Million
0.15% of portfolio
|
Q2 2025
Reduced 50.95%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
15,335
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
15,126
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
15,035
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
14,970
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,842
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
14,291
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,949
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,526
shares
|
$999,030
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
13,183
shares
|
$973,696
0.89% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
13,094
shares
|
$967,122
0.0% of portfolio
|
Q2 2025
Reduced 45.07%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
12,943
shares
|
$955,969
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
12,873
shares
|
$950,799
0.27% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
11,689
shares
|
$863,349
0.03% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
11,568
shares
|
$854,412
0.23% of portfolio
|
Q3 2025
Reduced 1.91%
|