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 |
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
4,000
shares
|
$289,920
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,993
shares
|
$289,412
0.0% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
3,982
shares
|
$288,615
0.23% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,860
shares
|
$279,772
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,831
shares
|
$277,670
0.01% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,700
shares
|
$268,176
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,605
shares
|
$261,290
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
3,544
shares
|
$256,869
0.01% of portfolio
|
Q1 2025
Reduced 40.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,531
shares
|
$255,926
0.0% of portfolio
|
Q2 2025
Reduced 49.82%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
3,446
shares
|
$249,766
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,422
shares
|
$248,026
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
3,332
shares
|
$241,503
0.02% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
3,288
shares
|
$238,314
0.0% of portfolio
|
Q1 2025
Reduced 79.19%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,255
shares
|
$235,922
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
3,194
shares
|
$231,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,176
shares
|
$230,196
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,834
shares
|
$205,408
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,800
shares
|
$202,944
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,783
shares
|
$201,711
0.0% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,387
shares
|
$173,009
0.0% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
2,250
shares
|
$163,080
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,192
shares
|
$158,876
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,706
shares
|
$123,650
0.03% of portfolio
|
Q1 2025
Reduced 94.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,701
shares
|
$123,288
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,481
shares
|
$107,342
0.01% of portfolio
|
Q2 2023
Reduced 1.0%
|