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 |
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
7,270
shares
|
$526,929
0.07% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
7,112
shares
|
$515,477
0.05% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
6,973
shares
|
$505,403
0.0% of portfolio
|
Q1 2025
Added 303.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,600
shares
|
$478,368
0.0% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
6,501
shares
|
$471,192
0.06% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,210
shares
|
$450,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
6,057
shares
|
$439,011
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,932
shares
|
$429,951
0.0% of portfolio
|
Q1 2025
Added 41.47%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
5,635
shares
|
$408,424
0.0% of portfolio
|
Q1 2024
Reduced 51.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,629
shares
|
$407,989
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
5,351
shares
|
$387,840
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
5,120
shares
|
$371,097
0.01% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,115
shares
|
$370,735
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,079
shares
|
$368,125
0.0% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,075
shares
|
$367,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
5,000
shares
|
$362,400
0.34% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
5,000
shares
|
$362,400
0.0% of portfolio
|
Q4 2023
Reduced 32.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,997
shares
|
$362,182
0.01% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
4,948
shares
|
$358,631
0.05% of portfolio
|
Q1 2025
Reduced 88.35%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,890
shares
|
$354,427
0.0% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,882
shares
|
$353,847
0.0% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
4,841
shares
|
$350,875
0.08% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
4,725
shares
|
$342,468
0.19% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,116
shares
|
$298,327
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,055
shares
|
$293,906
0.0% of portfolio
|
Q1 2025
Reduced 38.84%
|