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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
4,042
shares
|
$293,530
0.22% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$290,480
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,860
shares
|
$280,313
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,831
shares
|
$278,207
0.01% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,700
shares
|
$268,694
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,658
shares
|
$265,643
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
3,545
shares
|
$257,437
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,531
shares
|
$256,421
0.0% of portfolio
|
Q2 2025
Reduced 49.82%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
3,446
shares
|
$250,248
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,422
shares
|
$248,505
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
3,419
shares
|
$248,287
0.0% of portfolio
|
Q2 2025
Added 3156.19%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
3,332
shares
|
$241,969
0.02% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,255
shares
|
$236,378
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,176
shares
|
$230,641
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
3,039
shares
|
$220,692
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,969
shares
|
$215,608
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,834
shares
|
$205,805
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,800
shares
|
$203,336
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,783
shares
|
$202,101
0.0% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
2,250
shares
|
$163,395
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,233
shares
|
$162,160
0.0% of portfolio
|
Q2 2025
Reduced 96.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,213
shares
|
$160,708
0.0% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,775
shares
|
$128,900
0.01% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,755
shares
|
$127,448
0.0% of portfolio
|
Q2 2025
Added 47.6%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,655
shares
|
$120,186
0.03% of portfolio
|
Q2 2025
Reduced 2.99%
|