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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,546
shares
|
$475,370
0.0% of portfolio
|
Q2 2025
Added 63.94%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
6,501
shares
|
$472,102
0.06% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
6,117
shares
|
$444,216
0.28% of portfolio
|
Q2 2025
Added 29.46%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
6,057
shares
|
$439,859
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
5,635
shares
|
$409,213
0.0% of portfolio
|
Q1 2024
Reduced 51.03%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,612
shares
|
$407,543
0.01% of portfolio
|
Q2 2025
Reduced 73.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
5,559
shares
|
$403,694
0.0% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,372
shares
|
$390,114
0.0% of portfolio
|
Q2 2025
Added 5272.0%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
5,351
shares
|
$388,589
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,256
shares
|
$381,690
0.0% of portfolio
|
Q2 2025
Added 29.62%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,213
shares
|
$378,568
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
5,120
shares
|
$371,814
0.01% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,055
shares
|
$367,094
0.0% of portfolio
|
Q2 2025
Reduced 88.06%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$363,100
0.0% of portfolio
|
Q4 2023
Reduced 32.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,997
shares
|
$362,882
0.01% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,954
shares
|
$359,759
0.0% of portfolio
|
Q2 2025
Added 55.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,890
shares
|
$355,111
0.0% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,890
shares
|
$355,111
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,847
shares
|
$351,989
0.0% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
4,841
shares
|
$351,553
0.08% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,815
shares
|
$349,665
0.0% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
4,765
shares
|
$346,034
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,649
shares
|
$337,610
0.01% of portfolio
|
Q2 2025
Added 583.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,185
shares
|
$303,914
0.01% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,127
shares
|
$299,702
0.14% of portfolio
|
Q2 2025
Added 0.27%
|