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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$61.95
-0.39 (-0.63%)
(As of 12:50 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco KBW Bank ETF (NASDAQ:KBWB)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$459.87M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$136.99M
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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
11/1/2024Atria Investments Inc8,312$487K0.0%-5.7%0.027%
11/1/2024Capital 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%
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%
8/22/2024Cetera 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%
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%
8/8/2024 Hazlett 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%
8/1/2024Laidlaw Wealth Management LLC16,642$890K0.5%-5.7%0.057%
7/31/2024Commonwealth Equity Services LLC43,103$2.31M0.0%-60.6%0.149%
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7/31/2024WP 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%
7/9/2024Lynx Investment Advisory2,260$121K0.1%N/A0.008%
5/24/2024Cetera Advisors LLC92,836$4.98M0.0%+18.7%0.314%
5/24/2024Cetera Investment Advisers96,919$5.20M0.0%+1,752.4%0.328%
5/13/2024Point Break Capital Management LLC18,800$1.01M1.1%-84.8%0.065%
5/9/2024Delos Wealth Advisors LLC23,531$1.26M1.4%N/A0.080%
5/9/2024ProVise 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%
5/9/2024WP 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%
5/1/2024GLOBALT Investments LLC GA12,690$681K0.0%-2.9%0.044%
5/1/2024 Janney Montgomery Scott LLC9,148$491K0.0%-10.0%0.032%
5/1/2024BNP 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%
4/30/2024Caprock Group LLC3,869$208K0.0%N/A0.014%
4/30/2024 Hazlett Burt & Watson Inc.12,105$646K0.4%+17.0%0.042%
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%
4/22/2024Parsons Capital Management Inc. RI14,616$784K0.1%-7.3%0.052%
4/18/2024Congress 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%
4/11/2024 Rockland Trust Co.18,490$992K0.1%-2.5%0.066%
3/22/2024PNC Financial Services Group Inc.744$37K0.0%N/A0.002%
3/8/2024 Trust Co. of Vermont616$30K0.0%+105.3%0.002%
3/5/2024Fisher Asset Management LLC1,593,175$78.37M0.0%+32.7%4.786%
3/1/2024Goldman Sachs Group Inc.617,236$30.36M0.0%-16.4%1.854%
2/20/2024GLOBALT Investments LLC GA13,068$643K0.0%N/A0.039%
2/14/2024Lighthouse Investment Partners LLC107,666$5.30M0.2%N/A0.323%
2/13/2024 Stephens Inc. AR80,882$3.98M0.1%+13.0%0.243%
2/13/2024Point Break Capital Management LLC124,000$6.10M4.9%N/A0.372%
2/12/2024Fiduciary Trust Co25,530$1.26M0.0%-28.3%0.077%
2/9/2024ProVise Management Group LLC52,850$2.60M0.2%-2.9%0.159%
2/9/2024Citizens & Northern Corp9,601$472K0.2%N/A0.029%
2/9/2024Trexquant Investment LP6,861$337K0.0%N/A0.021%
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2/9/2024Wells Fargo & Company MN494,060$24.30M0.0%+4.7%1.484%
2/9/2024UBS Group AG197,604$9.72M0.0%+7.8%0.594%
2/8/2024Beacon Pointe Advisors LLC6,594$324K0.0%-47.2%0.020%
2/8/2024 Janney Montgomery Scott LLC10,168$500K0.0%+3.9%0.031%
2/7/2024BNP Paribas Financial Markets577,136$28.39M0.0%+302.2%1.734%
2/7/2024Accredited Investors Inc.7,519$370K0.0%-10.4%0.023%
2/7/2024Wharton Business Group LLC1,648,222$81.08M4.1%+34.3%4.951%
2/6/2024 Spire Wealth Management603$29K0.0%-38.3%0.002%
2/6/2024 Sapient Capital LLC12,779$629K0.0%N/A0.038%
2/6/2024M&T Bank Corp5,000$246K0.0%-32.3%0.015%
(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, 161 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), Menora Mivtachim Holdings LTD. ($81.48M), Wharton Business Group LLC ($81.08M), BNP Paribas Financial Markets ($78.40M), Fisher Asset Management LLC ($78.37M), and JPMorgan Chase & Co. ($31.68M).Learn more on KBWB's institutional investors.

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

Of the 132 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. ($1.67M), BNP Paribas Financial Markets ($1.32M), Fisher Asset Management LLC ($901.45K), Wharton Business Group LLC ($884.87K), and JPMorgan Chase & Co. ($730.94K).

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

Institutional investors have bought a total of 18,879,739 shares in the last 24 months. This purchase volume represents approximately $1.05B 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), Morningstar Investment Management LLC ($371.98K), and Altshuler Shaham Ltd ($332.70K).

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

Institutional investors have sold a total of 9,326,008 shares in the last 24 months. This volume of shares sold represents approximately $700.85M in transactions.


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This page (NASDAQ:KBWB) was last updated on 11/4/2024 by MarketBeat.com Staff
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