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 250 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 $3.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
67
shares
|
$4,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
62
shares
|
$4,589
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
60
shares
|
$4,441
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
46
shares
|
$3,405
0.0% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
44
shares
|
$3,257
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
39
shares
|
$2,887
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
32
shares
|
$2,368
0.0% of portfolio
|
Q1 2025
Reduced 31.91%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
23
shares
|
$1,702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
20
shares
|
$1,480
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
19
shares
|
$1,406
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
17
shares
|
$1,258
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
14
shares
|
$1,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
10
shares
|
$740
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10
shares
|
$740
0.0% of portfolio
|
Q2 2018
Added 6420.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10
shares
|
$740
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
8
shares
|
$592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$74
0.0% of portfolio
|
Q1 2022
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|