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 212 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
135
shares
|
$9,531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
116
shares
|
$8,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
114
shares
|
$8,048
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
107
shares
|
$7,554
0.0% of portfolio
|
Q2 2024
Reduced 81.8%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
105
shares
|
$7,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
100
shares
|
$7,059
0.0% of portfolio
|
Q3 2021
Reduced 86.67%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
99
shares
|
$6,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
89
shares
|
$6,283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
89
shares
|
$6,283
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
74
shares
|
$5,224
0.0% of portfolio
|
Q4 2023
Reduced 45.99%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
74
shares
|
$5,224
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
67
shares
|
$4,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
60
shares
|
$4,236
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
59
shares
|
$4,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
48
shares
|
$3,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
47
shares
|
$3,318
0.0% of portfolio
|
Q4 2024
Reduced 58.77%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
47
shares
|
$3,318
0.0% of portfolio
|
Q1 2023
Reduced 45.98%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
44
shares
|
$3,106
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
42
shares
|
$2,965
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
38
shares
|
$2,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
35
shares
|
$2,471
0.0% of portfolio
|
Q4 2024
Reduced 69.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
33
shares
|
$2,329
0.0% of portfolio
|
Q4 2024
Reduced 42.11%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
32
shares
|
$2,259
0.0% of portfolio
|
Q4 2024
Reduced 71.68%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
30
shares
|
$2,118
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
23
shares
|
$1,623
0.0% of portfolio
|
Q3 2024
New holding
|