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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,481
shares
|
$109,638
0.01% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,243
shares
|
$92,019
0.0% of portfolio
|
Q2 2025
Reduced 83.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,193
shares
|
$88,317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,189
shares
|
$88,021
0.0% of portfolio
|
Q1 2025
Added 58.32%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,167
shares
|
$86,393
0.05% of portfolio
|
Q3 2023
Reduced 7.53%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,156
shares
|
$85,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
958
shares
|
$70,920
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
951
shares
|
$70,402
0.0% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
861
shares
|
$63,739
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
819
shares
|
$60,630
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
810
shares
|
$59,964
0.0% of portfolio
|
Q4 2023
Reduced 26.36%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
685
shares
|
$50,710
0.0% of portfolio
|
Q1 2025
Added 61.18%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
680
shares
|
$50,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
496
shares
|
$36,718
0.0% of portfolio
|
Q1 2025
Reduced 80.42%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
436
shares
|
$32,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
431
shares
|
$31,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
400
shares
|
$29,612
0.01% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
375
shares
|
$27,761
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
371
shares
|
$27,465
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
319
shares
|
$23,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
302
shares
|
$22,357
0.0% of portfolio
|
Q2 2024
Reduced 46.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
266
shares
|
$19,691
0.0% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
251
shares
|
$18,581
0.0% of portfolio
|
Q1 2023
Reduced 66.49%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
245
shares
|
$18,137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
226
shares
|
$16,730
0.0% of portfolio
|
Q1 2025
New holding
|