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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$70.61 +1.07 (+1.54%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco KBW Bank ETF (NASDAQ:KBWB)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$296.85M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$182.26M
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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
11/15/2024 Nomura Asset Management Co. Ltd.49,500$2.90M0.0%N/A0.162%
11/15/2024 Y Intercept Hong Kong Ltd4,644$272K0.0%N/A0.015%
11/15/2024 Delos Wealth Advisors LLC30,367$1.78M1.6%+9.8%0.099%
11/15/2024 Quantinno Capital Management LP26,158$1.53M0.0%+6.6%0.086%
11/15/2024 HighTower Advisors LLC5,164$302K0.0%-10.5%0.017%
11/14/2024 Flow Traders U.S. LLC7,748$454K0.0%+44.6%0.025%
11/14/2024 Rockefeller Capital Management L.P.12,805$751K0.0%-24.4%0.042%
11/14/2024 Fiduciary Trust Co462,604$27.11M0.4%N/A1.514%
11/13/2024 Transamerica Financial Advisors Inc.44,610$2.62M0.3%+111.9%0.146%
11/13/2024 BNP Paribas Financial Markets107,100$6.28M0.0%-79.1%0.350%
11/13/2024 FMR LLC2,108$124K0.0%+32.3%0.007%
11/13/2024 Private Trust Co. NA566$33K0.0%+88.7%0.002%
11/13/2024 DRW Securities LLC6,138$360K0.0%N/A0.020%
11/13/2024Fisher Asset Management LLC2,529,651$148.26M0.1%+11.6%8.278%
11/12/2024 Fairscale Capital LLC4,450$261K0.2%-4.6%0.015%
11/12/2024 Clal Insurance Enterprises Holdings Ltd278,000$16.29M0.1%+6.9%0.910%
11/7/2024 Caprock Group LLC3,646$214K0.0%-5.8%0.012%
11/7/2024 Wharton Business Group LLC1,987,535$116.49M5.2%+27.4%6.504%
11/7/2024 WP Advisors LLC92,995$5.45M2.0%-79.7%0.304%
11/7/2024 GLOBALT Investments LLC GA11,163$654K0.0%-2.7%0.037%
11/6/2024 Valley Wealth Managers Inc.203,122$11.91M0.9%+55.9%0.665%
11/6/2024 OneDigital Investment Advisors LLC4,167$244K0.0%-6.6%0.014%
11/4/2024 Addison Advisors LLC28,194$1.65M0.5%+3.6%0.092%
11/1/2024 Atria Investments Inc8,312$487K0.0%-5.7%0.027%
11/1/2024 Capital Performance Advisors LLP500$29K0.0%N/A0.002%
10/30/2024 Hazlett Burt & Watson Inc.16,542$971K0.4%+17.5%0.054%
10/29/2024 Farther Finance Advisors LLC8,114$476K0.0%+712.2%0.027%
10/28/2024 Lowe Brockenbrough & Co. Inc.107,701$6.31M0.4%-22.3%0.352%
10/28/2024 HM Payson & Co.1,156$68K0.0%N/A0.004%
10/28/2024 Bank Hapoalim BM6,449$378K0.1%-5.4%0.021%
10/28/2024 Meitav Investment House Ltd.25,180$1.48M0.0%-32.3%0.082%
10/25/2024 Strategic Blueprint LLC4,049$237K0.0%-4.3%0.013%
10/23/2024 Dumont & Blake Investment Advisors LLC11,889$697K0.2%-49.9%0.039%
10/22/2024 SOL Capital Management CO292,978$17.17M1.9%-5.4%0.959%
10/21/2024 Ledyard National Bank327,021$19.17M1.8%-2.2%1.070%
10/16/2024 Global Retirement Partners LLC11,849$694K0.0%-8.4%0.040%
10/16/2024 Good Life Advisors LLC133,406$7.82M0.5%N/A0.445%
10/15/2024 Magnus Financial Group LLC12,292$720K0.1%+132.8%0.041%
10/11/2024 Sapient Capital LLC3,422$201K0.0%-59.2%0.012%
10/10/2024 RFG Holdings Inc.202,888$11.89M4.2%+4.3%0.686%
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10/8/2024 CWM LLC4,086$239K0.0%-12.6%0.014%
10/8/2024 Gratus Wealth Advisors LLC5,377$316K0.1%-34.4%0.018%
10/8/2024 Verde Servicos Internacionais S.A.86,900$5.09M2.4%N/A0.292%
10/7/2024 Miracle Mile Advisors LLC6,810$399K0.0%-5.9%0.023%
10/3/2024 Rockland Trust Co.18,040$1.06M0.1%-2.3%0.062%
9/5/2024Sanctuary Advisors LLC10,397$547K0.0%N/A0.036%
8/22/2024PVG Asset Management Corp7,803$417K1.7%N/A0.027%
8/22/2024 Cetera Investment Advisers99,681$5.33M0.0%+2.8%0.344%
8/21/2024 Truist Financial Corp18,483$989K0.0%-1.2%0.064%
8/16/2024 Magnolia Capital Advisors LLC101,575$5.43M0.2%N/A0.351%
8/14/2024 Marshall Wace LLP13,003$696K0.0%N/A0.045%
8/14/2024 Bank of Montreal Can36,063$1.93M0.0%+936.3%0.125%
8/14/2024 Delos Wealth Advisors LLC27,654$1.48M1.4%+17.5%0.096%
8/14/2024 Fairscale Capital LLC4,663$272K0.2%N/A0.016%
8/12/2024 ProVise Management Group LLC50,037$2.68M0.2%-1.6%0.173%
8/9/2024 Renaissance Technologies LLC22,300$1.19M0.0%N/A0.077%
8/8/2024 Envestnet Asset Management Inc.138,908$7.43M0.0%+908.4%0.480%
8/8/2024 Valley Wealth Managers Inc.130,302$6.97M0.6%N/A0.450%
8/8/2024 Hazlett Burt & Watson Inc.14,081$750K0.4%+16.3%0.049%
8/5/2024 Addison Advisors LLC27,222$1.46M0.5%+8.2%0.094%
8/2/2024 Magnus Financial Group LLC5,279$282K0.0%N/A0.018%
8/1/2024 Laidlaw Wealth Management LLC16,642$890K0.5%-5.7%0.057%
7/31/2024Commonwealth Equity Services LLC43,103$2.31M0.0%-60.6%0.149%
7/31/2024 WP Advisors LLC457,140$24.46M7.7%-4.7%1.577%
7/30/2024 International Assets Investment Management LLC800$43K0.0%N/A0.003%
7/29/2024 Principal Financial Group Inc.24,403$1.31M0.0%N/A0.084%
7/26/2024 Beacon Financial Advisory LLC14,388$770K0.3%+28.7%0.050%
7/23/2024 SOL Capital Management CO309,604$16.56M2.0%-12.1%1.067%
7/23/2024 Valicenti Advisory Services Inc.12,250$655K0.2%-13.4%0.042%
7/18/2024 Miracle Mile Advisors LLC7,238$387K0.0%-16.0%0.026%
7/15/2024 RFG Holdings Inc.194,535$10.41M4.0%+9.4%0.693%
7/15/2024 Fifth Third Securities Inc.4,214$225K0.0%+4.7%0.015%
7/15/2024 Sapient Capital LLC8,379$448K0.0%-34.4%0.030%
7/10/2024 CWM LLC4,674$250K0.0%-32.8%0.017%
7/9/2024 Lynx Investment Advisory2,260$121K0.1%N/A0.008%
5/24/2024Cetera Advisors LLC92,836$4.98M0.0%+18.7%0.314%
5/24/2024 Cetera Investment Advisers96,919$5.20M0.0%+1,752.4%0.328%
5/13/2024 Point Break Capital Management LLC18,800$1.01M1.1%-84.8%0.065%
5/9/2024 Delos Wealth Advisors LLC23,531$1.26M1.4%N/A0.080%
5/9/2024 ProVise Management Group LLC50,832$2.73M0.2%-3.8%0.172%
5/9/2024 Ledyard National Bank339,540$18.22M1.8%-1.3%1.150%
5/9/2024 WP Advisors LLC479,759$25.74M8.4%+0.5%1.625%
5/9/2024 Koshinski Asset Management Inc.17,255$926K0.1%-3.5%0.058%
5/6/2024 Envestnet Portfolio Solutions Inc.5,179$278K0.0%-15.7%0.018%
5/1/2024 GLOBALT Investments LLC GA12,690$681K0.0%-2.9%0.044%
5/1/2024 Janney Montgomery Scott LLC9,148$491K0.0%-10.0%0.032%
5/1/2024 BNP Paribas Financial Markets1,461,106$78.40M0.1%+153.2%5.100%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.480$26K0.0%-38.5%0.002%
4/30/2024 Caprock Group LLC3,869$208K0.0%N/A0.014%
4/30/2024 Hazlett Burt & Watson Inc.12,105$646K0.4%+17.0%0.042%
Buffett Dumps $982 Million in BofA Stock—What Does He Know? (Ad)

Buffett's been eerily quiet about his reasons, but his actions speak volumes. When someone with his track record starts pulling out of the market, it's time to pay attention.

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4/29/2024Commonwealth Equity Services LLC109,354$5.87M0.0%-2.2%0.382%
4/24/2024 SOL Capital Management CO352,288$18.90M2.4%-7.5%1.243%
4/23/2024 North Point Portfolio Managers Corp OH119,541$6.42M1.1%+27.1%0.422%
4/23/2024Satovsky Asset Management LLC3,784$203K0.1%N/A0.013%
4/23/2024 Strategic Blueprint LLC4,256$228K0.0%-16.6%0.015%
4/23/2024Raymond James Financial Services Advisors Inc.98,132$5.27M0.0%-10.6%0.346%
4/22/2024 Parsons Capital Management Inc. RI14,616$784K0.1%-7.3%0.052%
4/18/2024 Congress Wealth Management LLC DE214,351$11.50M0.2%N/A0.759%
4/18/2024 Miracle Mile Advisors LLC8,617$462K0.0%-7.6%0.031%
4/15/2024 RFG Holdings Inc.177,868$9.55M4.0%+65.3%0.630%
(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, 159 institutional investors and hedge funds held shares of Invesco KBW Bank ETF. The most heavily invested institutionals were Phoenix Holdings Ltd. ($269.07M), Varma Mutual Pension Insurance Co ($232.42M), Fisher Asset Management LLC ($148.26M), Wharton Business Group LLC ($116.49M), Menora Mivtachim Holdings LTD. ($81.48M), JPMorgan Chase & Co. ($31.68M), and Goldman Sachs Group Inc. ($30.36M).Learn more on KBWB's institutional investors.

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

Of the 136 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), Menora Mivtachim Holdings LTD. ($1.98M), Phoenix Holdings Ltd. ($1.41M), BNP Paribas Financial Markets ($1.32M), Wharton Business Group LLC ($1.31M), Fisher Asset Management LLC ($1.16M), and JPMorgan Chase & Co. ($730.94K).

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

Institutional investors have bought a total of 19,852,614 shares in the last 24 months. This purchase volume represents approximately $1.09B in transactions.

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

Of the 80 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), Harel Insurance Investments & Financial Services Ltd. ($1.55M), Migdal Insurance & Financial Holdings Ltd. ($1.49M), Bank Hapoalim BM ($578.98K), Accredited Investors Inc. ($578.48K), BNP Paribas Financial Markets ($404.15K), and WP Advisors LLC ($388.62K).

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

Institutional investors have sold a total of 9,650,512 shares in the last 24 months. This volume of shares sold represents approximately $702.05M in transactions.


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This page (NASDAQ:KBWB) was last updated on 11/23/2024 by MarketBeat.com Staff
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