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 |
|---|---|---|---|---|---|
|
Dsg Capital Advisors, LLC
Edina, MN |
Mar 19, 2025 Q4 2024 |
4,318
shares
|
$274,279
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
4,250
shares
|
$269,960
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,193
shares
|
$266,339
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
4,116
shares
|
$261,448
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
4,000
shares
|
$254,080
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,860
shares
|
$245,187
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,846
shares
|
$244,297
0.0% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,649
shares
|
$231,784
0.02% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,646
shares
|
$231,593
0.01% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
3,599
shares
|
$228,608
0.02% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,545
shares
|
$225,178
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
3,503
shares
|
$222,510
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
3,422
shares
|
$217,365
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,335
shares
|
$211,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
3,211
shares
|
$203,962
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
3,169
shares
|
$201,294
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,163
shares
|
$200,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,163
shares
|
$200,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,074
shares
|
$195,260
0.0% of portfolio
|
Q4 2024
Reduced 60.78%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
2,900
shares
|
$184,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,876
shares
|
$182,683
0.0% of portfolio
|
Q4 2024
Added 143.52%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,793
shares
|
$177,411
0.01% of portfolio
|
Q4 2024
Added 370.99%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,533
shares
|
$160,896
0.0% of portfolio
|
Q2 2024
Added 99.61%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
2,250
shares
|
$142,920
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,234
shares
|
$141,903
0.0% of portfolio
|
Q4 2024
Added 2.34%
|