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 282 institutions that hold shares in the stock, with a total of 58.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
260,198
shares
|
$20 Million
1.87% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
258,237
shares
|
$19.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
240,635
shares
|
$18.5 Million
0.3% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Marks Wealth, LLC
|
Oct 28, 2025 Q3 2025 |
217,459
shares
|
$16.7 Million
5.25% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
212,134
shares
|
$16.3 Million
0.0% of portfolio
|
Q3 2025
Added 4096.52%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
210,443
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 71.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
202,886
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2025
Added 50.47%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
199,852
shares
|
$15.4 Million
4.41% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
172,811
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
154,715
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
154,411
shares
|
$11.9 Million
0.19% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 10, 2025 Q3 2025 |
127,000
shares
|
$9.78 Million
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
125,760
shares
|
$9.68 Million
0.76% of portfolio
|
Q3 2024
Reduced 49.4%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
116,083
shares
|
$8.94 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
110,073
shares
|
$8.48 Million
0.45% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
108,050
shares
|
$8.32 Million
0.42% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,126
shares
|
$7.71 Million
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
92,500
shares
|
$7.12 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
90,000
shares
|
$6.93 Million
1.33% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
82,535
shares
|
$6.36 Million
0.14% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
81,813
shares
|
$6.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
79,573
shares
|
$6.13 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
77,452
shares
|
$5.96 Million
0.03% of portfolio
|
Q3 2025
Added 135.59%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
76,676
shares
|
$5.9 Million
1.91% of portfolio
|
Q3 2025
Added 28.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
74,788
shares
|
$5.76 Million
0.0% of portfolio
|
Q3 2025
Added 9.62%
|
|