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 |
|---|---|---|---|---|---|
|
Fosun International LTD
|
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$285,600
0.36% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
4,890
shares
|
$279,316
0.0% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
4,841
shares
|
$276,517
0.08% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,585
shares
|
$261,895
0.0% of portfolio
|
Q4 2024
Reduced 29.76%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
4,450
shares
|
$254,184
0.25% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,405
shares
|
$251,613
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,385
shares
|
$250,471
0.01% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
4,320
shares
|
$246,758
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Mar 19, 2025 Q4 2024 |
4,318
shares
|
$246,644
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
4,250
shares
|
$242,760
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,193
shares
|
$239,504
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
4,116
shares
|
$235,105
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
4,000
shares
|
$228,480
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,860
shares
|
$220,483
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,846
shares
|
$219,683
0.0% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,649
shares
|
$208,430
0.02% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,646
shares
|
$208,259
0.01% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
3,599
shares
|
$205,574
0.02% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
3,503
shares
|
$200,091
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
3,500
shares
|
$199,920
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
3,422
shares
|
$195,464
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,335
shares
|
$190,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
3,211
shares
|
$183,412
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
3,169
shares
|
$181,013
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,163
shares
|
$180,670
0.01% of portfolio
|
Q4 2024
New holding
|