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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$78.06 +0.04 (+0.05%)
Closing price 04:00 PM Eastern
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$78.03 -0.03 (-0.04%)
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Institutional Ownership Changes (13F Filings) for Invesco KBW Bank ETF (NASDAQ:KBWB)

Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$369.37M
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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
9/4/2025 Osaic Holdings Inc.39,709$2.84M0.0%-8.7%0.062%
8/19/2025 Delos Wealth Advisors LLC31,291$2.24M1.7%-8.0%0.049%
8/15/2025 Tower Research Capital LLC TRC 2,233$160K0.0%-96.6%0.003%
8/15/2025 HRT Financial LP22,162$1.59M0.0%N/A0.035%
8/15/2025 Group One Trading LLC4,649$333K0.0%+583.7%0.007%
8/15/2025 BNP Paribas Financial Markets319,770$22.90M0.0%-31.6%0.499%
8/15/2025 BTG Pactual Asset Management US LLC1,150$82K0.0%N/A0.002%
8/15/2025 Bank of America Corp DE12,830,652$918.93M0.1%-1.5%20.026%
8/15/2025 Ameriprise Financial Inc.68,227$4.88M0.0%-42.5%0.106%
8/14/2025 Raymond James Financial Inc.134,838$9.66M0.0%-4.9%0.210%
8/14/2025 Transamerica Financial Advisors LLC36,323$2.60M0.2%-22.5%0.057%
8/14/2025 Banco BTG Pactual S.A.120,000$8.59M1.7%-9.5%0.187%
8/14/2025 Quantinno Capital Management LP41,976$3.01M0.0%+2.8%0.066%
8/14/2025 NewEdge Advisors LLC6,546$469K0.0%+63.9%0.010%
8/14/2025 Menora Mivtachim Holdings LTD.3,085,450$220.98M1.3%+107.4%4.816%
8/13/2025 Helix Partners Management LP35,000$2.51M0.9%N/A0.055%
8/13/2025 PGIM Custom Harvest LLC49,132$3.52M0.1%+16.6%0.077%
8/13/2025 Shepherd Financial Partners LLC4,765$341K0.0%N/A0.007%
8/13/2025 StoneX Group Inc.9,982$715K0.0%-8.1%0.016%
8/13/2025 Flow Traders U.S. LLC5,612$402K0.0%-73.6%0.009%
8/13/2025 CW Advisors LLC692,760$49.62M0.5%-27.5%1.081%
8/13/2025 Advocacy Wealth Management Services LLC38,543$2.76M0.2%-17.2%0.060%
8/13/2025 Fisher Asset Management LLC2,991,470$214.25M0.1%+14.5%4.669%
8/13/2025 Leuthold Group LLC9,210$660K0.1%+2.8%0.014%
8/13/2025 Schroder Investment Management Group322,906$22.97M0.0%N/A0.504%
8/13/2025 Choreo LLC3,039$218K0.0%N/A0.005%
8/12/2025 Laurel Wealth Advisors LLC5,372$385K0.0%+5,272.0%0.008%
8/12/2025 XTX Topco Ltd9,806$702K0.0%N/A0.015%
8/12/2025 Edmond DE Rothschild Holding S.A.153,800$11.02M0.2%+2.0%0.240%
8/12/2025 Quadcap Wealth Management LLC54,782$3.92M0.5%-0.7%0.086%
8/12/2025 CreativeOne Wealth LLC10,043$719K0.0%+12.2%0.016%
8/12/2025Jefferies Financial Group Inc.7,850$562K0.0%-71.5%0.012%
8/12/2025 Global Retirement Partners LLC11,391$816K0.0%N/A0.018%
8/12/2025 Franklin Resources Inc.7,506$538K0.0%N/A0.012%
8/12/2025 JPMorgan Chase & Co.3,503,711$250.94M0.0%+117.7%5.469%
8/12/2025 Clal Insurance Enterprises Holdings Ltd4,370,000$312.98M3.1%+23.3%6.821%
8/11/2025 TD Waterhouse Canada Inc.3,419$249K0.0%+3,156.2%0.005%
8/11/2025 Anfield Capital Management LLC59,495$4.26M1.4%-1.3%0.093%
8/8/2025 Rockefeller Capital Management L.P.20,831$1.49M0.0%+27.0%0.033%
8/8/2025 Itau Unibanco Holding S.A.9,000$645K0.0%-88.1%0.014%
8/8/2025 ProVise Management Group LLC43,033$3.08M0.2%-4.5%0.067%
8/8/2025 Cetera Investment Advisers143,009$10.24M0.0%+5.3%0.223%
8/8/2025 Foundations Investment Advisors LLC204,669$14.66M0.2%+4.8%0.319%
8/8/2025 WP Advisors LLC93,352$6.69M1.8%+0.9%0.146%
8/8/2025 Good Life Advisors LLC42,435$3.04M0.2%-32.1%0.066%
8/8/2025 PNC Financial Services Group Inc.2,213$158K0.0%-7.3%0.003%
8/7/2025 Allworth Financial LP400$29K0.0%+59.4%0.001%
8/6/2025 AE Wealth Management LLC459$33K0.0%+214.4%0.001%
8/6/2025 Csenge Advisory Group107,014$7.02M0.4%-0.5%0.167%
8/5/2025 Simplex Trading LLC13,094$937K0.0%-45.1%0.020%
8/5/2025 Bank of New York Mellon Corp110,795$7.94M0.0%+21.4%0.173%
8/4/2025 Ledyard National Bank269,215$19.28M1.8%-4.0%0.420%
8/4/2025 One Day In July LLC7,112$509K0.0%-15.3%0.011%
8/4/2025 Atria Investments Inc3,531$253K0.0%-49.8%0.006%
8/4/2025 FRG Family Wealth Advisors LLC2,800$201K0.0%N/A0.004%
8/4/2025 Spire Wealth Management613$44K0.0%-78.1%0.001%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.5,595,000$400.71M4.8%+64.8%8.733%
8/1/2025 Envestnet Asset Management Inc.240,411$17.22M0.0%+64.1%0.376%
7/31/2025 Pinnacle Wealth Management Group Inc.34,978$2.51M1.4%+5.9%0.055%
7/31/2025 GLOBALT Investments LLC GA8,709$624K0.0%-10.4%0.014%
7/30/2025 WESPAC Advisors SoCal LLC18,716$1.34M0.3%-2.2%0.029%
7/29/2025 Chicago Partners Investment Group LLC3,446$258K0.0%N/A0.005%
7/29/2025 Private Trust Co. NA413$30K0.0%-39.7%0.001%
7/28/2025 WealthPlan Investment Management LLC3,176$227K0.0%N/A0.005%
7/25/2025 Envestnet Portfolio Solutions Inc.55,166$3.95M0.0%+133.2%0.085%
7/25/2025 Astoria Portfolio Advisors LLC.5,351$399K0.1%N/A0.008%
7/25/2025 Hazlett Burt & Watson Inc.26,959$1.93M0.8%+16.9%0.041%
7/24/2025 Robertson Stephens Wealth Management LLC11,689$837K0.0%+16.6%0.018%
7/24/2025 Blair William & Co. IL433$31K0.0%-98.7%0.001%
7/24/2025 Mainstay Capital Management LLC ADV15,126$1.08M0.1%-8.2%0.023%
7/23/2025 Meitav Investment House Ltd.40,455$2.90M0.0%+60.7%0.063%
7/22/2025 Beacon Financial Advisory LLC13,869$993K0.3%-2.1%0.021%
7/22/2025 Wealthcare Advisory Partners LLC77,465$5.55M0.1%-1.2%0.120%
7/22/2025 Bank Hapoalim BM7,270$521K0.1%+12.7%0.011%
7/21/2025 Ameritas Advisory Services LLC1,193$85K0.0%N/A0.002%
7/21/2025 Quattro Financial Advisors LLC42,307$3.03M1.1%-6.3%0.065%
7/21/2025 Mirae Asset Global Investments Co. Ltd.12,388$887K0.0%N/A0.019%
7/18/2025 Consolidated Portfolio Review Corp2,834$203K0.0%N/A0.004%
7/18/2025 Truist Financial Corp16,681$1.20M0.0%-2.2%0.025%
7/17/2025 Janney Montgomery Scott LLC14,086$1.01M0.0%+2.1%0.022%
7/17/2025 Fifth Third Securities Inc.3,332$239K0.0%-7.4%0.005%
7/16/2025 Magnus Financial Group LLC20,428$1.46M0.1%+14.9%0.031%
7/15/2025 Fifth Third Bancorp431$31K0.0%N/A0.001%
7/14/2025 AdvisorNet Financial Inc13,339$955K0.1%-1.3%0.021%
7/14/2025 Masso Torrence Wealth Management Inc.27,103$1.94M0.9%-3.5%0.042%
7/11/2025 Farther Finance Advisors LLC1,243$89K0.0%-83.8%0.002%
7/10/2025 Rockland Trust Co.15,335$1.10M0.1%-7.5%0.023%
7/10/2025 RFG Holdings Inc.197,378$14.14M4.1%-1.6%0.300%
7/8/2025 Juncture Wealth Strategies LLC28,572$2.05M0.7%+106.9%0.044%
7/3/2025 City Center Advisors LLC7,777$557K0.6%+1.8%0.013%
7/2/2025 Central Pacific Bank Trust Division52,890$3.79M0.5%+87.1%0.091%
6/4/2025 First Hawaiian Bank31,686$1.99M0.1%N/A0.055%
5/16/2025Guardian Partners Inc.64,801$3.81M0.4%-76.5%0.112%
5/16/2025Goldman Sachs Group Inc.2,240,028$140.61M0.0%+306.5%3.858%
5/16/2025Jones Financial Companies Lllp6,630$416K0.0%+130.5%0.011%
5/16/2025Temasek Holdings Private Ltd831,238$52.18M0.2%N/A1.432%
5/16/2025NewEdge Advisors LLC3,993$251K0.0%-12.9%0.007%
5/16/2025Integrated Wealth Concepts LLC5,115$321K0.0%-3.2%0.009%
5/16/2025Edmond DE Rothschild Holding S.A.150,839$9.47M0.2%+502,696.7%0.260%
5/15/2025Federation des caisses Desjardins du Quebec16,571$1.04M0.0%-12.3%0.029%
(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, 233 institutional investors and hedge funds held shares of Invesco KBW Bank ETF. The most heavily invested institutionals were Bank of America Corp DE ($918.93M), Migdal Insurance & Financial Holdings Ltd. ($400.71M), Clal Insurance Enterprises Holdings Ltd ($312.98M), JPMorgan Chase & Co. ($250.94M), Varma Mutual Pension Insurance Co ($232.42M), Menora Mivtachim Holdings LTD. ($220.98M), and Fisher Asset Management LLC ($214.25M).Learn more on Invesco KBW Bank ETF's institutional investors.

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

Of the 201 institutional investors that purchased Invesco KBW Bank ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Migdal Insurance & Financial Holdings Ltd. ($5.59M), Varma Mutual Pension Insurance Co ($4.97M), Clal Insurance Enterprises Holdings Ltd ($4.11M), Menora Mivtachim Holdings LTD. ($3.09M), Harel Insurance Investments & Financial Services Ltd. ($2.27M), JPMorgan Chase & Co. ($1.89M), and Fisher Asset Management LLC ($1.69M).

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

Institutional investors have bought a total of 27,844,660 shares in the last 24 months. This purchase volume represents approximately $1.83B in transactions.

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

Of the 90 institutional investors that sold Invesco KBW Bank ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($1.83M), Citigroup Inc. ($677.78K), BNP Paribas Financial Markets ($551.91K), Bank of America Corp DE ($497.20K), WP Advisors LLC ($364.88K), CW Advisors LLC ($283.26K), and Bank of New York Mellon Corp ($273.07K).

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

Institutional investors have sold a total of 5,776,436 shares in the last 24 months. This volume of shares sold represents approximately $369.37M in transactions.


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This page (NASDAQ:KBWB) was last updated on 9/12/2025 by MarketBeat.com Staff
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