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 253 institutions that hold shares in the stock, with a total of 49.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,830,652
shares
|
$932 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
5,595,000
shares
|
$406 Million
4.76% of portfolio
|
Q2 2025
Added 64.8%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
3,545,000
shares
|
$257 Million
2.3% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
3,085,450
shares
|
$224 Million
1.29% of portfolio
|
Q2 2025
Added 107.36%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
2,991,470
shares
|
$217 Million
0.09% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,940,662
shares
|
$214 Million
0.03% of portfolio
|
Q2 2025
Added 31.28%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,272,620
shares
|
$165 Million
1.86% of portfolio
|
Q1 2025
Added 266.27%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
1,914,019
shares
|
$139 Million
5.78% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,609,128
shares
|
$117 Million
0.01% of portfolio
|
Q1 2025
Added 3284.72%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,109,116
shares
|
$80.5 Million
0.01% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
926,093
shares
|
$67.3 Million
0.84% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
753,504
shares
|
$54.7 Million
0.01% of portfolio
|
Q2 2025
Added 59.98%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
744,956
shares
|
$54.1 Million
0.03% of portfolio
|
Q2 2025
Added 600.7%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
692,760
shares
|
$50.3 Million
0.51% of portfolio
|
Q2 2025
Reduced 27.52%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
608,586
shares
|
$44.2 Million
4.0% of portfolio
|
Q2 2025
Added 839.16%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
473,162
shares
|
$34.4 Million
0.59% of portfolio
|
Q2 2025
Reduced 29.69%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
457,451
shares
|
$33.2 Million
0.42% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
417,804
shares
|
$30.3 Million
0.01% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
411,120
shares
|
$29.9 Million
0.01% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
343,850
shares
|
$25 Million
0.0% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
322,906
shares
|
$23.4 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
283,134
shares
|
$20.6 Million
1.97% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
269,215
shares
|
$19.6 Million
1.87% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
253,642
shares
|
$18.4 Million
1.36% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
253,076
shares
|
$18.4 Million
0.0% of portfolio
|
Q2 2025
Added 35.45%
|