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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$69.60 +1.41 (+2.07%)
Closing price 02/28/2025 04:00 PM Eastern
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$69.80 +0.20 (+0.28%)
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Institutional Ownership Changes (13F Filings) for Invesco KBW Bank ETF (NASDAQ:KBWB)

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$805.15M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$247.09M
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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
2/27/2025Jefferies Financial Group Inc.29,380$1.92M0.0%+325.8%0.061%
2/26/2025 LM Advisors LLC4,000$261K0.0%N/A0.008%
2/25/2025 Integrated Advisors Network LLC8,247$539K0.0%N/A0.017%
2/18/2025 Investment Management Corp VA ADV12,138$793K0.7%N/A0.025%
2/17/2025 Royal Bank of Canada480,887$31.43M0.0%+35.4%0.995%
2/17/2025 Quantinno 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%
2/17/2025 Focus Partners Wealth3,345$219K0.0%N/A0.007%
2/17/2025 Fosun International Ltd5,000$327K0.1%-50.0%0.010%
2/17/2025 Fiduciary Trust Co745,392$48.71M0.6%+61.1%1.543%
2/17/2025 D. E. Shaw & Co. Inc.183,319$11.98M0.0%+862.1%0.379%
2/17/2025 Collar Capital Management LLC3,169$207K0.2%N/A0.007%
2/17/2025 Cubist Systematic Strategies LLC9,625$629K0.0%N/A0.020%
2/17/2025 Cetera Investment Advisers129,481$8.46M0.0%+29.2%0.268%
2/17/2025 Bank of America Corp DE7,680,223$501.90M0.0%-3.7%15.895%
2/17/2025 BNP Paribas Financial Markets156,483$10.23M0.0%+46.1%0.324%
2/17/2025 Ameriprise Financial Inc.20,598$1.35M0.0%+6.0%0.043%
2/17/2025 Advocacy Wealth Management Services LLC6,374$417K0.0%N/A0.013%
2/14/2025 Jane Street Group LLC9,142$597K0.0%N/A0.019%
2/14/2025 Tudor Investment Corp ET AL15,799$1.03M0.0%-84.0%0.033%
2/14/2025 Integrated Wealth Concepts LLC5,283$345K0.0%+6.5%0.011%
2/14/2025 Stifel Financial Corp8,295$542K0.0%N/A0.017%
2/14/2025 Tower Research Capital LLC TRC 26,942$1.76M0.0%N/A0.056%
2/14/2025 Broadleaf Partners LLC4,841$316K0.1%-11.8%0.010%
2/13/2025 Marshall Wace LLP121,394$7.93M0.0%N/A0.251%
2/13/2025 NewEdge Advisors LLC4,585$300K0.0%-29.8%0.009%
2/13/2025 Synovus Financial Corp53,882$3.52M0.0%-4.1%0.112%
2/13/2025 Rockefeller Capital Management L.P.14,071$920K0.0%+9.9%0.029%
2/13/2025 Accredited Investors Inc.5,923$387K0.0%-11.6%0.012%
2/13/2025 Raymond James Financial Inc.113,382$7.41M0.0%N/A0.235%
2/13/2025 Renaissance Technologies LLC42,900$2.80M0.0%+680.0%0.089%
2/13/2025 Bank of Montreal Can6,923$452K0.0%-46.5%0.014%
2/13/2025 Cerity Partners LLC5,649$369K0.0%+12.5%0.012%
2/13/2025 Envestnet Asset Management Inc.89,442$5.85M0.0%+534.0%0.185%
2/13/2025 Wells Fargo & Company MN366,186$23.93M0.0%+19.7%0.758%
2/12/2025 Alliancebernstein L.P.3,335$218K0.0%N/A0.007%
2/12/2025 Hazlett Burt & Watson Inc.19,613$1.29M0.6%+18.6%0.041%
2/12/2025 Delos Wealth Advisors LLC33,842$2.21M1.8%+11.4%0.070%
2/12/2025 Transamerica Financial Advisors Inc.45,732$2.99M0.3%+2.5%0.095%
2/12/2025 Nomura Asset Management Co. Ltd.74,600$4.88M0.0%+50.7%0.154%
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2/12/2025 Blair William & Co. IL35,031$2.29M0.0%+8,046.7%0.072%
2/12/2025 LM Advisors LLC4,000$261K0.0%N/A0.008%
2/12/2025 JPMorgan Chase & Co.47,541$3.11M0.0%-95.5%0.098%
2/11/2025 Congress Wealth Management LLC DE 976,015$63.78M0.9%-1.4%2.020%
2/11/2025 LPL Financial LLC346,539$22.65M0.0%+47.4%0.717%
2/11/2025 Simplex Trading LLC5,590$365K0.0%+15,427.8%0.012%
2/11/2025 Guardian Partners Inc.275,752$18.30M1.9%N/A0.571%
2/11/2025 Lowe Brockenbrough & Co. Inc.109,845$7.18M0.5%+2.0%0.227%
2/11/2025 ProVise Management Group LLC46,754$3.06M0.3%-3.5%0.097%
2/10/2025 Horizon Investments LLC391,717$25.60M0.7%N/A0.811%
2/10/2025 GLOBALT Investments LLC GA10,787$705K0.0%-3.4%0.022%
2/10/2025 Corient Private Wealth LLC3,074$201K0.0%-60.8%0.006%
2/10/2025 Envestnet Portfolio Solutions Inc.14,252$931K0.0%N/A0.029%
2/10/2025 Commonwealth 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%
2/7/2025 HighTower Advisors LLC5,863$383K0.0%+13.5%0.012%
2/7/2025 Bank Julius Baer & Co. Ltd Zurich2,900$209K0.0%N/A0.006%
2/6/2025 One Capital Management LLC57,579$3.76M0.1%N/A0.120%
2/6/2025 Raymond James Financial Inc.113,382$7.41M0.0%N/A0.236%
2/6/2025 Atria Investments Inc7,682$502K0.0%-7.6%0.016%
2/6/2025 Clal Insurance Enterprises Holdings Ltd2,950,000$192.78M1.7%+961.2%6.137%
2/6/2025 Jones Financial Companies Lllp2,876$188K0.0%+143.5%0.006%
2/5/2025 Fisher Asset Management LLC2,792,499$182.49M0.1%+10.4%5.809%
2/4/2025 Avalon Capital Management36,341$2.38M0.8%N/A0.076%
2/4/2025 Bank of New York Mellon Corp85,624$5.60M0.0%-76.1%0.178%
2/4/2025 Addison Advisors LLC28,679$1.87M0.5%+1.7%0.060%
2/4/2025 Wharton Business Group LLC1,799,937$117.63M5.3%-9.4%3.744%
2/4/2025 Mainstay Capital Management LLC ADV16,326$1.07M0.2%N/A0.034%
2/4/2025 Y Intercept Hong Kong Ltd9,788$640K0.0%+110.8%0.020%
2/3/2025 Leuthold Group LLC11,180$731K0.1%N/A0.023%
2/3/2025 WP Advisors LLC92,258$6.03M2.0%-0.8%0.192%
2/3/2025 One Day In July LLC8,529$557K0.1%-4.0%0.018%
2/3/2025 Private Advisor Group LLC7,008$458K0.0%N/A0.015%
2/3/2025 Good Life Advisors LLC67,557$4.42M0.3%-49.4%0.141%
1/31/2025 Valley Wealth Managers Inc.211,758$13.84M1.0%+4.3%0.440%
1/31/2025 Truist Financial Corp17,600$1.15M0.0%-1.7%0.037%
1/31/2025 Sanctuary Advisors LLC9,362$669K0.0%-4.8%0.019%
1/31/2025 J.W. Cole Advisors Inc.3,503$229K0.0%N/A0.007%
1/30/2025 Montag A & Associates Inc.4,250$278K0.0%N/A0.009%
1/30/2025 Attessa Capital LLC59,570$3.89M2.7%N/A0.124%
1/29/2025 Summit Trail Advisors LLC306,642$20.04M0.7%N/A0.638%
1/28/2025 Thompson Investment Management Inc.833$54K0.0%N/A0.002%
1/28/2025 Wilmington Savings Fund Society FSB4,385$287K0.0%+6.4%0.009%
1/28/2025 Quattro Financial Advisors LLC24,168$1.69M0.4%-0.8%0.050%
1/28/2025 Migdal Insurance & Financial Holdings Ltd.2,670,150$174.49M2.5%+1,780,000.0%5.503%
1/28/2025 Ledyard National Bank295,318$19.30M1.8%-9.7%0.609%
1/27/2025 Financial Advocates Investment Management32,790$2.14M0.1%N/A0.068%
1/27/2025 Robertson Stephens Wealth Management LLC10,504$686K0.0%+1.7%0.022%
1/27/2025 Tanager Wealth Management LLP6,057$396K0.1%N/A0.012%
1/27/2025 RFG Holdings Inc.190,651$12.46M4.1%-6.0%0.393%
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1/27/2025 Tranquilli Financial Advisor LLC4,320$282K0.2%N/A0.009%
1/24/2025 U.S. Capital Wealth Advisors LLC16,866$1.10M0.0%N/A0.039%
1/24/2025 Spire Wealth Management2,793$183K0.0%+371.0%0.006%
1/24/2025 Chicago Partners Investment Group LLC3,163$210K0.0%N/A0.007%
1/23/2025 Custom Index Systems LLC4,116$269K0.1%N/A0.009%
1/23/2025 Fifth Third Securities Inc.3,599$235K0.0%-11.4%0.008%
1/23/2025 SOL Capital Management CO284,398$18.59M2.1%-2.9%0.651%
1/23/2025 Synergy Asset Management LLC615$40K0.0%N/A0.001%
1/23/2025 Strategic Blueprint LLC3,649$238K0.0%-9.9%0.008%
1/22/2025 Joseph P. Lucia & Associates LLC3,211$210K0.1%N/A0.007%
(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, 196 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 165 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 26,843,732 shares in the last 24 months. This purchase volume represents approximately $1.47B in transactions.

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

Of the 88 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), Accredited Investors Inc. ($579.26K), Bank Hapoalim BM ($569.47K), BNP Paribas Financial Markets ($404.15K), and WP Advisors LLC ($387.50K).

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

Institutional investors have sold a total of 10,750,037 shares in the last 24 months. This volume of shares sold represents approximately $702.30M in transactions.


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This page (NASDAQ:KBWB) was last updated on 3/3/2025 by MarketBeat.com Staff
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