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 220 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
8,295
shares
|
$513,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,260
shares
|
$511,707
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
8,247
shares
|
$510,901
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
8,120
shares
|
$503,034
0.02% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
7,698
shares
|
$476,891
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
7,682
shares
|
$475,899
0.01% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,519
shares
|
$465,802
0.02% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,008
shares
|
$434,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,923
shares
|
$428,879
0.0% of portfolio
|
Q4 2024
Reduced 46.51%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,681
shares
|
$413,887
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
6,449
shares
|
$399,515
0.07% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
6,422
shares
|
$397,842
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
6,374
shares
|
$394,869
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
6,057
shares
|
$375,231
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
5,923
shares
|
$366,929
0.02% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,863
shares
|
$363,212
0.0% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,649
shares
|
$349,955
0.0% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
5,635
shares
|
$349,088
0.0% of portfolio
|
Q1 2024
Reduced 51.03%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
5,590
shares
|
$346,300
0.01% of portfolio
|
Q4 2024
Added 15427.78%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,283
shares
|
$327,281
0.0% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Fosun International LTD
|
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$309,750
0.36% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
5,000
shares
|
$309,750
0.0% of portfolio
|
Q4 2023
Reduced 32.3%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
4,890
shares
|
$302,935
0.0% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
4,841
shares
|
$299,899
0.08% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,585
shares
|
$284,040
0.0% of portfolio
|
Q4 2024
Reduced 29.76%
|