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 173 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,979,175
shares
|
$523 Million
0.04% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
2,529,651
shares
|
$166 Million
0.06% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
1,987,535
shares
|
$130 Million
5.23% of portfolio
|
Q3 2024
Added 27.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,053,619
shares
|
$69 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
989,613
shares
|
$64.8 Million
0.81% of portfolio
|
Q3 2024
Added 39.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
523,374
shares
|
$34.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.49%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
462,604
shares
|
$30.3 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
390,841
shares
|
$25.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
355,037
shares
|
$23.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
327,021
shares
|
$21.4 Million
1.76% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
306,036
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
292,978
shares
|
$19.2 Million
1.91% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
278,000
shares
|
$18.2 Million
0.14% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
235,119
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
203,122
shares
|
$13.3 Million
0.9% of portfolio
|
Q3 2024
Added 55.89%
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
202,888
shares
|
$13.3 Million
4.29% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
133,406
shares
|
$8.74 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
125,760
shares
|
$8.24 Million
0.76% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
107,701
shares
|
$7.06 Million
0.41% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
105,904
shares
|
$6.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
100,205
shares
|
$6.57 Million
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,126
shares
|
$6.56 Million
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
98,443
shares
|
$6.45 Million
0.02% of portfolio
|
Q3 2024
Added 362.96%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
92,995
shares
|
$6.09 Million
1.99% of portfolio
|
Q3 2024
Reduced 79.66%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Oct 07, 2024 Q3 2024 |
86,900
shares
|
$5.69 Million
2.36% of portfolio
|
Q3 2024
New holding
|