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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
27,530
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
27,163
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Added 287.6%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
27,103
shares
|
$2.01 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
26,383
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,740
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Added 62.47%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,462
shares
|
$1.88 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
23,837
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 326.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
23,654
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 65.97%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
23,283
shares
|
$1.72 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
23,057
shares
|
$1.71 Million
0.65% of portfolio
|
Q1 2025
Added 17.56%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
22,684
shares
|
$1.68 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
21,292
shares
|
$1.58 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
20,428
shares
|
$1.51 Million
0.14% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
19,754
shares
|
$1.46 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
19,130
shares
|
$1.42 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,120
shares
|
$1.34 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ulysses Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,000
shares
|
$1.33 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,681
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
16,571
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
16,540
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
16,478
shares
|
$1.22 Million
0.14% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
16,398
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
15,335
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
14,291
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,086
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 2.09%
|