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 |
|---|---|---|---|---|---|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
4,725
shares
|
$349,791
0.19% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,116
shares
|
$304,707
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,055
shares
|
$300,191
0.0% of portfolio
|
Q1 2025
Reduced 38.84%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
4,000
shares
|
$296,120
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,993
shares
|
$295,601
0.0% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
3,982
shares
|
$294,787
0.23% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,860
shares
|
$285,755
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,831
shares
|
$283,608
0.01% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,700
shares
|
$273,911
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,649
shares
|
$270,135
0.01% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,605
shares
|
$266,878
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
3,544
shares
|
$262,362
0.01% of portfolio
|
Q1 2025
Reduced 40.17%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,422
shares
|
$253,330
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,344
shares
|
$247,556
0.0% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
3,332
shares
|
$246,667
0.02% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
3,288
shares
|
$243,410
0.0% of portfolio
|
Q1 2025
Reduced 79.19%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
3,194
shares
|
$236,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,834
shares
|
$209,801
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,793
shares
|
$206,765
0.01% of portfolio
|
Q4 2024
Added 370.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,387
shares
|
$176,709
0.0% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,352
shares
|
$174,118
0.0% of portfolio
|
Q1 2025
Added 7250.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
2,250
shares
|
$166,567
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,192
shares
|
$162,273
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,706
shares
|
$126,295
0.03% of portfolio
|
Q1 2025
Reduced 94.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,701
shares
|
$125,925
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|