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 249 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
223
shares
|
$14,798
0.0% of portfolio
|
Q4 2024
Added 223.19%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
204
shares
|
$13,537
0.0% of portfolio
|
Q1 2024
Reduced 41.71%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
200
shares
|
$13,272
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
194
shares
|
$12,873
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
180
shares
|
$11,944
0.01% of portfolio
|
Q1 2024
Reduced 64.29%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
160
shares
|
$10,617
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
157
shares
|
$10,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
154
shares
|
$10,219
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
153
shares
|
$10,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
146
shares
|
$9,688
0.0% of portfolio
|
Q1 2025
Added 204.17%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
135
shares
|
$8,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
116
shares
|
$7,697
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
114
shares
|
$7,565
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
107
shares
|
$7,100
0.0% of portfolio
|
Q2 2024
Reduced 81.8%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
105
shares
|
$6,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$6,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
100
shares
|
$6,636
0.0% of portfolio
|
Q3 2021
Reduced 86.67%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
94
shares
|
$6,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
89
shares
|
$5,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
89
shares
|
$5,906
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
85
shares
|
$5,640
0.01% of portfolio
|
Q1 2025
Added 750.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
74
shares
|
$4,910
0.0% of portfolio
|
Q4 2023
Reduced 45.99%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
74
shares
|
$4,910
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
72
shares
|
$4,777
0.0% of portfolio
|
Q1 2025
Added 118.18%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
67
shares
|
$4,446
0.0% of portfolio
|
Q4 2024
New holding
|