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 249 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
14,164
shares
|
$939,923
0.3% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
13,811
shares
|
$916,497
0.34% of portfolio
|
Q1 2025
Added 67.2%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
13,797
shares
|
$915,568
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,526
shares
|
$897,585
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
13,512
shares
|
$896,656
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
12,642
shares
|
$838,923
0.72% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
11,881
shares
|
$788,423
0.22% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,823
shares
|
$784,574
0.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,860
shares
|
$720,669
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
10,817
shares
|
$717,816
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
10,121
shares
|
$671,629
0.01% of portfolio
|
Q1 2025
Added 1621.26%
|
|
|
Axecap Investments, LLC
Mason, OH |
Apr 15, 2025 Q1 2025 |
10,108
shares
|
$670,766
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
10,024
shares
|
$665,192
0.02% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
10,000
shares
|
$663,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
10,000
shares
|
$663,600
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,921
shares
|
$658,357
0.01% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
9,865
shares
|
$654,641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
9,756
shares
|
$647,408
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
9,722
shares
|
$645,151
0.02% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,362
shares
|
$621,262
0.0% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,988
shares
|
$596,443
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
8,963
shares
|
$594,784
0.08% of portfolio
|
Q1 2025
Reduced 19.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,953
shares
|
$594,121
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aragon Global Management, LP
Miami, FL |
May 15, 2025 Q1 2025 |
8,650
shares
|
$574,014
0.21% of portfolio
|
Q1 2025
Reduced 89.47%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8,444
shares
|
$560,343
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|