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 252 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.35 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 |
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
13,094
shares
|
$949,053
0.0% of portfolio
|
Q2 2025
Reduced 45.07%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
12,642
shares
|
$916,292
0.72% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
12,388
shares
|
$897,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,823
shares
|
$856,931
0.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
11,793
shares
|
$854,756
0.24% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
11,689
shares
|
$847,218
0.03% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,860
shares
|
$787,132
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
10,817
shares
|
$784,016
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
10,121
shares
|
$733,570
0.01% of portfolio
|
Q1 2025
Added 1621.26%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
10,000
shares
|
$724,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
10,000
shares
|
$724,800
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
9,865
shares
|
$715,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
9,756
shares
|
$707,114
0.18% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,362
shares
|
$678,557
0.0% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,988
shares
|
$651,450
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
8,963
shares
|
$649,638
0.08% of portfolio
|
Q1 2025
Reduced 19.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,953
shares
|
$648,913
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,932
shares
|
$647,391
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
8,709
shares
|
$631,228
0.02% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Aragon Global Management, LP
Miami, FL |
May 15, 2025 Q1 2025 |
8,650
shares
|
$626,952
0.21% of portfolio
|
Q1 2025
Reduced 89.47%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,444
shares
|
$612,021
0.05% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,295
shares
|
$601,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,995
shares
|
$579,477
0.01% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,879
shares
|
$571,069
0.01% of portfolio
|
Q2 2025
Added 20.68%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
7,777
shares
|
$563,676
0.6% of portfolio
|
Q2 2025
Added 1.79%
|