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 207 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,979,175
shares
|
$562 Million
0.04% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
2,950,000
shares
|
$208 Million
1.74% of portfolio
|
Q4 2024
Added 961.15%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
2,792,499
shares
|
$197 Million
0.07% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
2,670,150
shares
|
$188 Million
2.5% of portfolio
|
Q4 2024
Added 1780000.0%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
1,799,937
shares
|
$127 Million
5.31% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
976,015
shares
|
$68.8 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
784,091
shares
|
$55.2 Million
0.03% of portfolio
|
Q4 2024
Added 7068.5%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
620,480
shares
|
$43.7 Million
0.66% of portfolio
|
Q4 2024
Added 129166.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
551,008
shares
|
$38.8 Million
0.01% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
462,604
shares
|
$32.6 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
391,717
shares
|
$27.6 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
390,841
shares
|
$27.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
355,037
shares
|
$25 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
346,539
shares
|
$24.4 Million
0.01% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
306,642
shares
|
$21.6 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
306,036
shares
|
$21.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
295,318
shares
|
$20.8 Million
1.82% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
284,398
shares
|
$20 Million
2.07% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
275,752
shares
|
$19.4 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
211,758
shares
|
$14.9 Million
1.05% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
190,651
shares
|
$13.4 Million
4.43% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
125,760
shares
|
$8.86 Million
0.76% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
113,382
shares
|
$7.99 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
109,845
shares
|
$7.74 Million
0.47% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
105,904
shares
|
$7.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.38%
|