Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
19.1KNew |
$1.15M - $1.38M
|
19.1K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18.2K+ 326.42% |
$1.1M - $1.32M
|
23.8K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$1.09M - $1.31M
|
18.1K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
18KNew |
$1.08M - $1.3M
|
18K
$1.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.5KNew |
$811K - $976K
|
13.5K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3K+ 41.15% |
$741K - $891K
|
42.3K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.9KNew |
$652K - $784K
|
10.9K
$790K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
10.1KNew |
$607K - $730K
|
10.1K
$735K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
10K+ 5.25% |
$601K - $722K
|
201K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
10KNew |
$601K - $722K
|
10K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10KNew |
$601K - $722K
|
10K
$728K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.9K+ 62.47% |
$594K - $715K
|
25.7K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.87KNew |
$592K - $712K
|
9.87K
$718K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
9.76KNew |
$586K - $704K
|
9.76K
$710K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.53K+ 1621.26% |
$572K - $688K
|
10.1K
$736K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.4K+ 65.97% |
$565K - $679K
|
23.7K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.95KNew |
$538K - $646K
|
8.95K
$651K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
8.23K+ 3.89% |
$494K - $594K
|
220K
$16M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.97K+ 45.09% |
$479K - $576K
|
25.7K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.3K+ 4.87% |
$378K - $455K
|
136K
$9.88M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.21KNew |
$373K - $448K
|
6.21K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.63KNew |
$338K - $406K
|
5.63K
$410K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.55K+ 67.2% |
$333K - $401K
|
13.8K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.24K+ 303.06% |
$315K - $379K
|
6.97K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.08KNew |
$305K - $366K
|
5.08K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.04K+ 8.45% |
$302K - $364K
|
64.6K
$4.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.16K+ 11.44% |
$250K - $300K
|
40.5K
$2.95M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.75K+ 130.53% |
$225K - $271K
|
6.63K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.7KNew |
$222K - $267K
|
3.7K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.62K+ 9.74% |
$218K - $262K
|
40.8K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.61KNew |
$216K - $260K
|
3.61K
$262K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.5KNew |
$210K - $253K
|
3.5K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.44K+ 17.56% |
$207K - $249K
|
23.1K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.19KNew |
$192K - $231K
|
3.19K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.74K+ 18.2% |
$164K - $198K
|
17.8K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.33K+ 16.54% |
$140K - $168K
|
16.4K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.32K+ 7250.0% |
$139K - $168K
|
2.35K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$132K - $158K
|
2.19K
$159K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.74K+ 41.47% |
$104K - $126K
|
5.93K
$432K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.39K+ 32.19% |
$83.5K - $100K
|
5.71K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.13K+ 2.47% |
$67.9K - $81.6K
|
46.9K
$3.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
958New |
$57.5K - $69.2K
|
958
$69.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
861New |
$51.7K - $62.2K
|
861
$62.6K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
758+ 17.29% |
$45.5K - $54.7K
|
5.14K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
680New |
$40.8K - $49.1K
|
680
$49.5K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
504+ 4.15% |
$30.3K - $36.4K
|
12.6K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
477+ 10.83% |
$28.6K - $34.4K
|
4.88K
$355K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
465+ 0.42% |
$27.9K - $33.6K
|
110K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
438+ 58.32% |
$26.3K - $31.6K
|
1.19K
$86.5K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
436New |
$26.2K - $31.5K
|
436
$31.7K
|