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 253 institutions that hold shares in the stock, with a total of 49.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
25,123
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,713
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
22,162
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,831
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 27.03%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
20,428
shares
|
$1.48 Million
0.14% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
18,716
shares
|
$1.36 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,681
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
16,540
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
16,087
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
15,418
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 50.95%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
15,335
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
15,126
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,842
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
14,291
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,086
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
13,869
shares
|
$1.01 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,526
shares
|
$982,258
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13,339
shares
|
$968,678
0.07% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
13,094
shares
|
$950,886
0.0% of portfolio
|
Q2 2025
Reduced 45.07%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
12,927
shares
|
$938,758
0.84% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
12,388
shares
|
$899,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
11,793
shares
|
$856,407
0.24% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
11,689
shares
|
$848,855
0.03% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
11,391
shares
|
$827,214
0.02% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
10,817
shares
|
$785,530
0.12% of portfolio
|
Q4 2023
New holding
|