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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,163
shares
|
$180,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,074
shares
|
$175,586
0.0% of portfolio
|
Q4 2024
Reduced 60.78%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
2,900
shares
|
$165,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,876
shares
|
$164,277
0.0% of portfolio
|
Q4 2024
Added 143.52%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,793
shares
|
$159,536
0.01% of portfolio
|
Q4 2024
Added 370.99%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,533
shares
|
$144,684
0.0% of portfolio
|
Q2 2024
Added 99.61%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
2,250
shares
|
$128,520
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,234
shares
|
$127,606
0.0% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,775
shares
|
$101,388
0.01% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,730
shares
|
$98,817
0.0% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,481
shares
|
$84,594
0.01% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,290
shares
|
$73,684
0.01% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,167
shares
|
$66,659
0.05% of portfolio
|
Q3 2023
Reduced 7.53%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,156
shares
|
$66,030
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
951
shares
|
$54,321
0.0% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
861
shares
|
$49,180
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
819
shares
|
$46,781
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
810
shares
|
$46,267
0.0% of portfolio
|
Q4 2023
Reduced 26.36%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
751
shares
|
$42,897
0.0% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
615
shares
|
$35,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
588
shares
|
$33,586
0.0% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
425
shares
|
$24,276
0.0% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
400
shares
|
$22,848
0.01% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
371
shares
|
$21,191
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
318
shares
|
$18,164
0.0% of portfolio
|
Q4 2024
Added 0.32%
|