Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.35M+ 69.64% |
$321M - $386M
|
13M
$865M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.69M+ 306.53% |
$101M - $122M
|
2.24M
$149M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.65M+ 266.27% |
$99.2M - $119M
|
2.27M
$151M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.56M+ 3284.72% |
$93.8M - $113M
|
1.61M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.49MNew |
$89.4M - $107M
|
1.49M
$98.7M
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
831KNew |
$49.9M - $60M
|
831K
$55.2M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
725K+ 27.15% |
$43.5M - $52.3M
|
3.4M
$225M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
595K+ 20.17% |
$35.7M - $43M
|
3.55M
$235M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
366K+ 119.46% |
$22M - $26.5M
|
673K
$44.7M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
335K+ 604.66% |
$20.1M - $24.2M
|
390K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 33.58% |
$15.6M - $18.7M
|
1.03M
$68.4M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
195KNew |
$11.7M - $14.1M
|
195K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
151K+ 502696.66% |
$9.06M - $10.9M
|
151K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
144K+ 338.21% |
$8.66M - $10.4M
|
187K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
133KNew |
$7.96M - $9.58M
|
133K
$8.8M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
117K+ 15.72% |
$7.03M - $8.46M
|
863K
$57.2M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
110K+ 1145.85% |
$6.62M - $7.96M
|
120K
$7.96M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
108KNew |
$6.46M - $7.77M
|
108K
$7.14M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
99.7KNew |
$5.98M - $7.2M
|
99.7K
$6.61M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
98K+ 476.0% |
$5.89M - $7.08M
|
119K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
75.5KNew |
$4.53M - $5.45M
|
75.5K
$5.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74.9K+ 2112.21% |
$4.5M - $5.41M
|
78.4K
$5.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
71.8KNew |
$4.31M - $5.19M
|
71.8K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
63.9KNew |
$3.84M - $4.62M
|
63.9K
$4.24M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
62.3KNew |
$3.74M - $4.5M
|
62.3K
$4.13M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60.3KNew |
$3.62M - $4.35M
|
60.3K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.1K+ 63.82% |
$3.43M - $4.12M
|
147K
$9.72M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
55.1KNew |
$3.31M - $3.98M
|
55.1K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
49.2KNew |
$2.95M - $3.55M
|
49.2K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
44.9K+ 18.12% |
$2.69M - $3.24M
|
292K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.5K+ 11.61% |
$2.55M - $3.07M
|
409K
$27.1M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
40.2K+ 630.01% |
$2.41M - $2.9M
|
46.5K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
38.8K+ 143.87% |
$2.33M - $2.8M
|
65.7K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.3K+ 11.04% |
$2.3M - $2.76M
|
385K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.9KNew |
$2.1M - $2.52M
|
34.9K
$2.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
33KNew |
$1.98M - $2.38M
|
33K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.9K+ 311.4% |
$1.98M - $2.38M
|
43.5K
$2.89M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
31.7KNew |
$1.9M - $2.29M
|
31.7K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
31.4KNew |
$1.89M - $2.27M
|
31.4K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.4K+ 25.07% |
$1.71M - $2.05M
|
142K
$9.41M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28.3KNew |
$1.7M - $2.04M
|
28.3K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
28.1KNew |
$1.69M - $2.03M
|
28.1K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.4KNew |
$1.58M - $1.91M
|
26.4K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.5KNew |
$1.53M - $1.84M
|
25.5K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
23.3KNew |
$1.4M - $1.68M
|
23.3K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 387.22% |
$1.36M - $1.64M
|
28.6K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.3KNew |
$1.28M - $1.54M
|
21.3K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
21K+ 86.85% |
$1.26M - $1.52M
|
45.2K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.2K+ 287.6% |
$1.21M - $1.46M
|
27.2K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
19.8KNew |
$1.19M - $1.43M
|
19.8K
$1.31M
|