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 |
|---|---|---|---|---|---|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
8,400
shares
|
$557,424
0.05% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,295
shares
|
$550,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,995
shares
|
$530,548
0.01% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
7,675
shares
|
$509,313
0.01% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
7,640
shares
|
$506,990
0.56% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,036
shares
|
$466,908
0.01% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
6,973
shares
|
$462,728
0.0% of portfolio
|
Q1 2025
Added 303.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,600
shares
|
$437,976
0.0% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,529
shares
|
$433,264
0.01% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
6,464
shares
|
$428,951
0.07% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
6,449
shares
|
$427,955
0.06% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,210
shares
|
$412,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
6,057
shares
|
$401,942
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,932
shares
|
$393,647
0.0% of portfolio
|
Q1 2025
Added 41.47%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
5,708
shares
|
$378,782
0.07% of portfolio
|
Q1 2025
Added 32.19%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
5,635
shares
|
$373,938
0.0% of portfolio
|
Q1 2024
Reduced 51.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,629
shares
|
$373,540
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,143
shares
|
$341,289
0.01% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
5,120
shares
|
$339,763
0.01% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,115
shares
|
$339,431
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,079
shares
|
$337,042
0.0% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,075
shares
|
$336,777
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
5,000
shares
|
$331,800
0.34% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
5,000
shares
|
$331,800
0.0% of portfolio
|
Q4 2023
Reduced 32.3%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
4,948
shares
|
$328,349
0.05% of portfolio
|
Q1 2025
Reduced 88.35%
|