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 215 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
35,031
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 8046.74%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
33,842
shares
|
$2.15 Million
1.91% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
32,790
shares
|
$2.08 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
29,988
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 134.76%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
29,380
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Added 325.8%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
28,679
shares
|
$1.82 Million
0.56% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
26,942
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
25,180
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 32.3%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
24,168
shares
|
$1.54 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
22,775
shares
|
$1.45 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
20,598
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
19,613
shares
|
$1.25 Million
0.57% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
18,895
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.54%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
17,681
shares
|
$1.12 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
17,600
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
17,451
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
16,866
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,695
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
16,642
shares
|
$1.06 Million
0.41% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
16,326
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,843
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
15,799
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Reduced 83.95%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
15,041
shares
|
$955,404
0.1% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
15,025
shares
|
$954,388
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
14,388
shares
|
$913,925
0.34% of portfolio
|
Q4 2024
Reduced 0.04%
|