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 263 institutions that hold shares in the stock, with a total of 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,637
shares
|
$194,768
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
2,250
shares
|
$166,185
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,233
shares
|
$164,929
0.0% of portfolio
|
Q2 2025
Reduced 96.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,213
shares
|
$163,452
0.0% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,775
shares
|
$131,101
0.01% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,755
shares
|
$129,624
0.0% of portfolio
|
Q2 2025
Added 47.6%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,655
shares
|
$122,238
0.03% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,481
shares
|
$109,386
0.01% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,193
shares
|
$88,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,167
shares
|
$86,194
0.05% of portfolio
|
Q3 2023
Reduced 7.53%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,150
shares
|
$84,939
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,121
shares
|
$82,797
0.0% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
952
shares
|
$70,314
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
940
shares
|
$69,428
0.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
890
shares
|
$65,735
0.0% of portfolio
|
Q3 2025
Reduced 23.01%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
861
shares
|
$63,593
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
819
shares
|
$60,491
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
810
shares
|
$59,826
0.0% of portfolio
|
Q4 2023
Reduced 26.36%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
613
shares
|
$45,276
0.0% of portfolio
|
Q2 2025
Reduced 78.05%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
514
shares
|
$37,964
0.0% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
433
shares
|
$31,981
0.0% of portfolio
|
Q2 2025
Reduced 98.65%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
431
shares
|
$31,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
413
shares
|
$30,504
0.0% of portfolio
|
Q2 2025
Reduced 39.71%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
400
shares
|
$29,544
0.01% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
400
shares
|
$29,544
0.0% of portfolio
|
Q2 2025
Reduced 8.26%
|