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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$71.49 +0.58 (+0.82%)
Closing price 01/30/2025 04:00 PM Eastern
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$71.44 -0.05 (-0.08%)
As of 01/30/2025 07:05 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)
82
Total
Institutional Inflows
(last 12 months)
$538.34M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$129.22M
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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
1/30/2025Montag A & Associates Inc.4,250$278K0.0%N/A0.009%
1/30/2025Attessa 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%
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%
1/22/2025 Parsons Capital Management Inc. RI14,291$934K0.1%-2.2%0.033%
1/22/2025 PFG Investments LLC3,860$252K0.0%N/A0.009%
1/21/2025 Juncture Wealth Strategies LLC8,260$540K0.2%N/A0.019%
1/21/2025 Harel Insurance Investments & Financial Services Ltd.620,480$40.55M0.7%+129,166.7%1.421%
1/17/2025 Janney Montgomery Scott LLC13,747$898K0.0%+31.6%0.032%
1/17/2025 Magnus Financial Group LLC15,041$983K0.1%+22.4%0.035%
1/17/2025 Finley Financial LLC2,250$156K0.1%N/A0.005%
1/16/2025 Koshinski Asset Management Inc.8,482$554K0.0%-5.9%0.020%
1/16/2025 Gemmer Asset Management LLC17,681$1.16M0.1%N/A0.041%
1/15/2025 Astoria Portfolio Advisors LLC.15,025$999K0.4%N/A0.035%
1/15/2025 Wealthcare Advisory Partners LLC3,545$232K0.0%N/A0.008%
1/14/2025 Rockland Trust Co.17,451$1.14M0.1%-3.3%0.041%
1/13/2025 City Center Advisors LLC7,698$503K0.6%N/A0.018%
12/26/2024JPMorgan Chase & Co.1,053,619$61.75M0.0%-44.0%3.448%
11/25/2024Synovus Financial Corp56,213$3.29M0.0%-0.5%0.184%
11/25/2024 Wilmington Savings Fund Society FSB4,121$242K0.0%N/A0.013%
11/25/2024Sanctuary Advisors LLC9,839$577K0.0%-5.4%0.032%
11/15/2024Nomura Asset Management Co. Ltd.49,500$2.90M0.0%N/A0.162%
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11/15/2024Y Intercept Hong Kong Ltd4,644$272K0.0%N/A0.015%
11/15/2024Delos Wealth Advisors LLC30,367$1.78M1.6%+9.8%0.099%
11/15/2024Quantinno Capital Management LP26,158$1.53M0.0%+6.6%0.086%
11/15/2024HighTower Advisors LLC5,164$302K0.0%-10.5%0.017%
11/14/2024Flow Traders U.S. LLC7,748$454K0.0%+44.6%0.025%
11/14/2024Rockefeller Capital Management L.P.12,805$751K0.0%-24.4%0.042%
11/14/2024Fiduciary Trust Co462,604$27.11M0.4%N/A1.514%
11/13/2024Transamerica Financial Advisors Inc.44,610$2.62M0.3%+111.9%0.146%
11/13/2024BNP Paribas Financial Markets107,100$6.28M0.0%-79.1%0.350%
11/13/2024FMR LLC2,108$124K0.0%+32.3%0.007%
11/13/2024Private Trust Co. NA566$33K0.0%+88.7%0.002%
11/13/2024DRW Securities LLC6,138$360K0.0%N/A0.020%
11/13/2024Fisher Asset Management LLC2,529,651$148.26M0.1%+11.6%8.278%
11/12/2024Fairscale Capital LLC4,450$261K0.2%-4.6%0.015%
11/12/2024Clal 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%
11/7/2024Wharton Business Group LLC1,987,535$116.49M5.2%+27.4%6.504%
11/7/2024WP Advisors LLC92,995$5.45M2.0%-79.7%0.304%
11/7/2024GLOBALT Investments LLC GA11,163$654K0.0%-2.7%0.037%
11/6/2024Valley Wealth Managers Inc.203,122$11.91M0.9%+55.9%0.665%
11/6/2024OneDigital Investment Advisors LLC4,167$244K0.0%-6.6%0.014%
11/4/2024Addison Advisors LLC28,194$1.65M0.5%+3.6%0.092%
11/1/2024Atria Investments Inc8,312$487K0.0%-5.7%0.027%
11/1/2024Capital Performance Advisors LLP500$29K0.0%N/A0.002%
10/30/2024Hazlett Burt & Watson Inc.16,542$971K0.4%+17.5%0.054%
10/29/2024Farther Finance Advisors LLC8,114$476K0.0%+712.2%0.027%
10/28/2024Lowe Brockenbrough & Co. Inc.107,701$6.31M0.4%-22.3%0.352%
10/28/2024HM Payson & Co.1,156$68K0.0%N/A0.004%
10/28/2024 Bank Hapoalim BM6,449$378K0.1%-5.4%0.021%
10/28/2024Meitav 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%
10/16/2024Global Retirement Partners LLC11,849$694K0.0%-8.4%0.040%
10/16/2024Good 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%
10/8/2024CWM LLC4,086$239K0.0%-12.6%0.014%
10/8/2024Gratus 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%
8/22/2024Cetera Investment Advisers99,681$5.33M0.0%+2.8%0.344%
8/21/2024Truist Financial Corp18,483$989K0.0%-1.2%0.064%
8/16/2024 Magnolia Capital Advisors LLC101,575$5.43M0.2%N/A0.351%
8/14/2024Marshall Wace LLP13,003$696K0.0%N/A0.045%
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8/14/2024Bank of Montreal Can36,063$1.93M0.0%+936.3%0.125%
8/14/2024Delos Wealth Advisors LLC27,654$1.48M1.4%+17.5%0.096%
8/14/2024Fairscale Capital LLC4,663$272K0.2%N/A0.016%
8/12/2024ProVise Management Group LLC50,037$2.68M0.2%-1.6%0.173%
8/9/2024Renaissance Technologies LLC22,300$1.19M0.0%N/A0.077%
8/8/2024Envestnet Asset Management Inc.138,908$7.43M0.0%+908.4%0.480%
8/8/2024Valley Wealth Managers Inc.130,302$6.97M0.6%N/A0.450%
8/8/2024Hazlett Burt & Watson Inc.14,081$750K0.4%+16.3%0.049%
8/5/2024Addison Advisors LLC27,222$1.46M0.5%+8.2%0.094%
8/2/2024 Magnus Financial Group LLC5,279$282K0.0%N/A0.018%
(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, 175 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), Migdal Insurance & Financial Holdings Ltd. ($174.49M), Fisher Asset Management LLC ($148.26M), Wharton Business Group LLC ($116.49M), Menora Mivtachim Holdings LTD. ($81.48M), and JPMorgan Chase & Co. ($61.75M).Learn more on KBWB's institutional investors.

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

Of the 154 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), Migdal Insurance & Financial Holdings Ltd. ($2.67M), Menora Mivtachim Holdings LTD. ($1.98M), Phoenix Holdings Ltd. ($1.41M), BNP Paribas Financial Markets ($1.32M), Wharton Business Group LLC ($1.31M), and Harel Insurance Investments & Financial Services Ltd. ($1.29M).

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

Institutional investors have bought a total of 23,604,644 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

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

Of the 82 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), JPMorgan Chase & Co. ($827.26K), Accredited Investors Inc. ($578.48K), Bank Hapoalim BM ($569.47K), BNP Paribas Financial Markets ($404.15K), and WP Advisors LLC ($386.76K).

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

Institutional investors have sold a total of 8,909,065 shares in the last 24 months. This volume of shares sold represents approximately $586.46M in transactions.


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This page (NASDAQ:KBWB) was last updated on 1/31/2025 by MarketBeat.com Staff
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