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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,775
shares
|
$112,748
0.01% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,730
shares
|
$109,889
0.0% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,481
shares
|
$94,073
0.01% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,290
shares
|
$81,940
0.01% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,167
shares
|
$74,127
0.05% of portfolio
|
Q3 2023
Reduced 7.53%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,156
shares
|
$73,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
951
shares
|
$60,407
0.0% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
833
shares
|
$52,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
819
shares
|
$52,022
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
810
shares
|
$51,451
0.0% of portfolio
|
Q4 2023
Reduced 26.36%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
751
shares
|
$47,703
0.0% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
615
shares
|
$39,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
588
shares
|
$37,349
0.0% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
425
shares
|
$26,996
0.0% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
400
shares
|
$25,408
0.01% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
371
shares
|
$23,565
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
318
shares
|
$20,199
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
302
shares
|
$19,183
0.0% of portfolio
|
Q2 2024
Reduced 46.64%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
251
shares
|
$15,943
0.0% of portfolio
|
Q1 2023
Reduced 66.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
250
shares
|
$15,880
0.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
223
shares
|
$14,164
0.0% of portfolio
|
Q4 2024
Added 223.19%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
204
shares
|
$12,958
0.0% of portfolio
|
Q1 2024
Reduced 41.71%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
194
shares
|
$12,322
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
180
shares
|
$11,433
0.01% of portfolio
|
Q1 2024
Reduced 64.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
164
shares
|
$10,417
0.0% of portfolio
|
Q4 2024
Added 72.63%
|