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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
302
shares
|
$17,250
0.0% of portfolio
|
Q2 2024
Reduced 46.64%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
251
shares
|
$14,337
0.0% of portfolio
|
Q1 2023
Reduced 66.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
250
shares
|
$14,280
0.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
223
shares
|
$12,737
0.0% of portfolio
|
Q4 2024
Added 223.19%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
204
shares
|
$11,652
0.0% of portfolio
|
Q1 2024
Reduced 41.71%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
200
shares
|
$11,424
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
194
shares
|
$11,081
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
180
shares
|
$10,281
0.01% of portfolio
|
Q1 2024
Reduced 64.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
164
shares
|
$9,367
0.0% of portfolio
|
Q4 2024
Added 72.63%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
159
shares
|
$9,082
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
135
shares
|
$7,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
116
shares
|
$6,625
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
114
shares
|
$6,511
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
107
shares
|
$6,111
0.0% of portfolio
|
Q2 2024
Reduced 81.8%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
105
shares
|
$5,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
100
shares
|
$5,712
0.0% of portfolio
|
Q3 2021
Reduced 86.67%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
99
shares
|
$5,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
89
shares
|
$5,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
89
shares
|
$5,083
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
74
shares
|
$4,226
0.0% of portfolio
|
Q4 2023
Reduced 45.99%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
74
shares
|
$4,226
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
67
shares
|
$3,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
60
shares
|
$3,427
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
48
shares
|
$2,741
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
47
shares
|
$2,684
0.0% of portfolio
|
Q4 2024
Reduced 58.77%
|