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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$60.04 -0.22 (-0.37%)
Closing price 04/25/2025 04:00 PM Eastern
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$60.05 +0.01 (+0.02%)
As of 04/25/2025 05:12 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco KBW Bank ETF (NASDAQ:KBWB)

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$790.84M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$246.31M
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KBWB Institutional Buying and Selling by Quarter

Invesco KBW Bank ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025DSG Capital Advisors LLC5,708$358K0.1%+32.2%0.010%
4/24/2025 Beacon Financial Advisory LLC14,164$889K0.3%-1.6%0.025%
4/23/2025 SOL Capital Management CO284,068$17.83M2.0%-0.1%0.494%
4/23/2025 Ledyard National Bank280,529$17.61M1.7%-5.0%0.488%
4/22/2025 Cambridge Investment Research Advisors Inc.25,740$1.62M0.0%+62.5%0.045%
4/22/2025 Masso Torrence Wealth Management Inc.28,073$1.76M0.9%N/A0.049%
4/22/2025 Advisor Resource Council49,208$3.09M0.2%N/A0.086%
4/21/2025 Envestnet Portfolio Solutions Inc.23,654$1.49M0.0%+66.0%0.041%
4/17/2025 Robertson Stephens Wealth Management LLC10,024$629K0.0%-4.6%0.017%
4/17/2025 Good Life Advisors LLC62,462$3.92M0.3%-7.5%0.109%
4/16/2025 RFG Holdings Inc.200,652$12.60M4.1%+5.2%0.350%
4/16/2025 Rockland Trust Co.16,585$1.04M0.1%-5.0%0.029%
4/15/2025 Axecap Investments LLC10,108$634K0.5%N/A0.018%
4/15/2025 Sanibel Captiva Trust Company Inc.5,120$321K0.0%-36.9%0.009%
4/15/2025 SG Americas Securities LLC9,865$619K0.0%N/A0.017%
4/15/2025 Attessa Capital LLC64,606$4.06M2.7%+8.5%0.113%
4/15/2025 Wealthcare Advisory Partners LLC78,423$4.92M0.1%+2,112.2%0.137%
4/14/2025 Gemmer Asset Management LLC25,653$1.61M0.2%+45.1%0.045%
4/11/2025 Permanent Capital Management LP9,756$612K0.2%N/A0.016%
4/11/2025 Magnus Financial Group LLC17,778$1.12M0.1%+18.2%0.030%
4/11/2025 Pinnacle Wealth Management Group Inc.33,019$2.07M1.4%N/A0.055%
4/10/2025 Juncture Wealth Strategies LLC13,811$867K0.3%+67.2%0.023%
4/9/2025 Harbor Investment Advisory LLC3,500$220K0.0%N/A0.006%
4/7/2025 AdvisorNet Financial Inc13,512$848K0.1%N/A0.023%
4/4/2025 Webster Bank N. A.861$54K0.0%N/A0.001%
4/3/2025 Central Pacific Bank Trust Division28,275$1.78M0.2%N/A0.047%
4/3/2025 First Hawaiian Bank31,686$1.99M0.1%N/A0.053%
3/19/2025DSG Capital Advisors LLC4,318$282K0.1%N/A0.009%
2/27/2025Jefferies Financial Group Inc.29,380$1.92M0.0%+325.8%0.061%
2/26/2025LM Advisors LLC4,000$261K0.0%N/A0.008%
2/25/2025 Integrated Advisors Network LLC8,247$539K0.0%N/A0.017%
2/18/2025Investment Management Corp VA ADV12,138$793K0.7%N/A0.025%
2/17/2025Royal Bank of Canada480,887$31.43M0.0%+35.4%0.995%
2/17/2025Quantinno Capital Management LP37,213$2.43M0.0%+42.3%0.077%
2/17/2025Jefferies Financial Group Inc.29,380$1.92M0.0%+325.8%0.061%
2/17/2025Focus Partners Wealth3,345$219K0.0%N/A0.007%
2/17/2025Fosun International Ltd5,000$327K0.1%-50.0%0.010%
2/17/2025Fiduciary Trust Co745,392$48.71M0.6%+61.1%1.543%
2/17/2025D. E. Shaw & Co. Inc.183,319$11.98M0.0%+862.1%0.379%
2/17/2025Collar Capital Management LLC3,169$207K0.2%N/A0.007%
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2/17/2025Cubist Systematic Strategies LLC9,625$629K0.0%N/A0.020%
2/17/2025Cetera Investment Advisers129,481$8.46M0.0%+29.2%0.268%
2/17/2025Bank of America Corp DE7,680,223$501.90M0.0%-3.7%15.895%
2/17/2025BNP Paribas Financial Markets156,483$10.23M0.0%+46.1%0.324%
2/17/2025Ameriprise Financial Inc.20,598$1.35M0.0%+6.0%0.043%
2/17/2025Advocacy Wealth Management Services LLC6,374$417K0.0%N/A0.013%
2/14/2025Jane Street Group LLC9,142$597K0.0%N/A0.019%
2/14/2025Tudor Investment Corp ET AL15,799$1.03M0.0%-84.0%0.033%
2/14/2025Integrated Wealth Concepts LLC5,283$345K0.0%+6.5%0.011%
2/14/2025Stifel Financial Corp8,295$542K0.0%N/A0.017%
2/14/2025Tower Research Capital LLC TRC26,942$1.76M0.0%N/A0.056%
2/14/2025Broadleaf Partners LLC4,841$316K0.1%-11.8%0.010%
2/13/2025Marshall Wace LLP121,394$7.93M0.0%N/A0.251%
2/13/2025NewEdge Advisors LLC4,585$300K0.0%-29.8%0.009%
2/13/2025Synovus Financial Corp53,882$3.52M0.0%-4.1%0.112%
2/13/2025Rockefeller Capital Management L.P.14,071$920K0.0%+9.9%0.029%
2/13/2025Accredited Investors Inc.5,923$387K0.0%-11.6%0.012%
2/13/2025Raymond James Financial Inc.113,382$7.41M0.0%N/A0.235%
2/13/2025Renaissance Technologies LLC42,900$2.80M0.0%+680.0%0.089%
2/13/2025Bank of Montreal Can6,923$452K0.0%-46.5%0.014%
2/13/2025Cerity Partners LLC5,649$369K0.0%+12.5%0.012%
2/13/2025Envestnet Asset Management Inc.89,442$5.85M0.0%+534.0%0.185%
2/13/2025Wells Fargo & Company MN366,186$23.93M0.0%+19.7%0.758%
2/12/2025Alliancebernstein L.P.3,335$218K0.0%N/A0.007%
2/12/2025Hazlett Burt & Watson Inc.19,613$1.29M0.6%+18.6%0.041%
2/12/2025Delos Wealth Advisors LLC33,842$2.21M1.8%+11.4%0.070%
2/12/2025Transamerica Financial Advisors Inc.45,732$2.99M0.3%+2.5%0.095%
2/12/2025Nomura Asset Management Co. Ltd.74,600$4.88M0.0%+50.7%0.154%
2/12/2025Blair William & Co. IL35,031$2.29M0.0%+8,046.7%0.072%
2/12/2025LM Advisors LLC4,000$261K0.0%N/A0.008%
2/12/2025JPMorgan Chase & Co.47,541$3.11M0.0%-95.5%0.098%
2/11/2025Congress Wealth Management LLC DE976,015$63.78M0.9%-1.4%2.020%
2/11/2025LPL Financial LLC346,539$22.65M0.0%+47.4%0.717%
2/11/2025Simplex Trading LLC5,590$365K0.0%+15,427.8%0.012%
2/11/2025Guardian Partners Inc.275,752$18.30M1.9%N/A0.571%
2/11/2025Lowe Brockenbrough & Co. Inc.109,845$7.18M0.5%+2.0%0.227%
2/11/2025ProVise Management Group LLC46,754$3.06M0.3%-3.5%0.097%
2/10/2025Horizon Investments LLC391,717$25.60M0.7%N/A0.811%
2/10/2025GLOBALT Investments LLC GA10,787$705K0.0%-3.4%0.022%
2/10/2025Corient Private Wealth LLC3,074$201K0.0%-60.8%0.006%
2/10/2025 Envestnet Portfolio Solutions Inc.14,252$931K0.0%N/A0.029%
2/10/2025Commonwealth Equity Services LLC36,352$2.38M0.0%-10.6%0.075%
2/10/2025 Farther Finance Advisors LLC7,519$491K0.0%-7.3%0.016%
2/7/2025HighTower Advisors LLC5,863$383K0.0%+13.5%0.012%
2/7/2025Bank Julius Baer & Co. Ltd Zurich2,900$209K0.0%N/A0.006%
2/6/2025One Capital Management LLC57,579$3.76M0.1%N/A0.120%
2/6/2025Raymond James Financial Inc.113,382$7.41M0.0%N/A0.236%
2/6/2025Atria Investments Inc7,682$502K0.0%-7.6%0.016%
2/6/2025Clal Insurance Enterprises Holdings Ltd2,950,000$192.78M1.7%+961.2%6.137%
2/6/2025Jones Financial Companies Lllp2,876$188K0.0%+143.5%0.006%
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2/5/2025Fisher Asset Management LLC2,792,499$182.49M0.1%+10.4%5.809%
2/4/2025Avalon Capital Management36,341$2.38M0.8%N/A0.076%
2/4/2025Bank of New York Mellon Corp85,624$5.60M0.0%-76.1%0.178%
2/4/2025Addison Advisors LLC28,679$1.87M0.5%+1.7%0.060%
2/4/2025Wharton Business Group LLC1,799,937$117.63M5.3%-9.4%3.744%
2/4/2025Mainstay Capital Management LLC ADV16,326$1.07M0.2%N/A0.034%
2/4/2025Y Intercept Hong Kong Ltd9,788$640K0.0%+110.8%0.020%
2/3/2025Leuthold Group LLC11,180$731K0.1%N/A0.023%
2/3/2025WP Advisors LLC92,258$6.03M2.0%-0.8%0.192%
2/3/2025One Day In July LLC8,529$557K0.1%-4.0%0.018%
(Data available from 1/1/2016 forward)

KBWB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBWB shares?

During the previous two years, 207 institutional investors and hedge funds held shares of Invesco KBW Bank ETF. The most heavily invested institutionals were Bank of America Corp DE ($501.90M), Varma Mutual Pension Insurance Co ($232.42M), Clal Insurance Enterprises Holdings Ltd ($192.78M), Fisher Asset Management LLC ($182.49M), Migdal Insurance & Financial Holdings Ltd. ($174.49M), Wharton Business Group LLC ($117.63M), and Menora Mivtachim Holdings LTD. ($81.48M).Learn more on KBWB's institutional investors.

Which institutional investors have been buying Invesco KBW Bank ETF stock?

Of the 174 institutional investors that purchased Invesco KBW Bank ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Varma Mutual Pension Insurance Co ($4.97M), Clal Insurance Enterprises Holdings Ltd ($2.69M), Migdal Insurance & Financial Holdings Ltd. ($2.67M), Menora Mivtachim Holdings LTD. ($1.98M), BNP Paribas Financial Markets ($1.37M), Fisher Asset Management LLC ($1.36M), and Wharton Business Group LLC ($1.31M).

How much institutional buying is happening at Invesco KBW Bank ETF?

Institutional investors have bought a total of 27,097,021 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

Which Invesco KBW Bank ETF major shareholders have been selling company stock?

Of the 90 institutional investors that sold Invesco KBW Bank ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($2.14M), JPMorgan Chase & Co. ($1.83M), Harel Insurance Investments & Financial Services Ltd. ($1.55M), BNP Paribas Financial Markets ($404.15K), WP Advisors LLC ($387.50K), Morningstar Investment Management LLC ($371.98K), and Miracle Mile Advisors LLC ($328.34K).

How much institutional selling is happening at Invesco KBW Bank ETF?

Institutional investors have sold a total of 9,588,459 shares in the last 24 months. This volume of shares sold represents approximately $604.28M in transactions.


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This page (NASDAQ:KBWB) was last updated on 4/26/2025 by MarketBeat.com Staff
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