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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$73.46 +0.70 (+0.97%)
As of 11:18 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco KBW Bank ETF (NASDAQ:KBWB)

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$307.23M
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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
7/2/2025Central Pacific Bank Trust Division52,890$3.79M0.5%+87.1%0.091%
6/4/2025First 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%
5/15/2025Cubist Systematic Strategies LLC119,913$7.53M0.0%+1,145.8%0.207%
5/15/2025Royal Bank of Canada470,992$29.56M0.0%-2.1%0.811%
5/15/2025Baird Financial Group Inc.26,383$1.66M0.0%N/A0.045%
5/15/2025Aragon Global Management LP8,650$543K0.2%-89.5%0.015%
5/15/2025Itau Unibanco Holding S.A.75,455$4.74M0.2%N/A0.130%
5/15/2025BNP Paribas Financial Markets467,530$29.35M0.0%+198.8%0.805%
5/14/2025Transamerica Financial Advisors LLC46,862$2.94M0.3%+2.5%0.081%
5/14/2025Ieq Capital LLC3,194$201K0.0%N/A0.006%
5/14/2025CreativeOne Wealth LLC8,953$562K0.0%N/A0.015%
5/14/2025Quadcap Wealth Management LLC55,145$3.46M0.5%N/A0.095%
5/14/2025Comerica Bank1,189$75K0.0%+58.3%0.002%
5/14/2025Walleye Capital LLC6,210$390K0.0%N/A0.011%
5/14/2025Quantitative Investment Management LLC31,432$1.97M0.2%N/A0.054%
5/14/2025Northwestern Mutual Wealth Management Co.6,973$438K0.0%+303.1%0.012%
5/14/2025Compound Planning Inc.5,629$353K0.0%N/A0.010%
5/14/2025Hobbs Group Advisors LLC19,754$1.24M0.5%N/A0.034%
5/14/2025CW Advisors LLC955,843$60.00M0.7%-2.1%1.646%
5/14/2025Flow Traders U.S. LLC21,292$1.34M0.1%N/A0.037%
5/14/2025PGIM Custom Harvest LLC42,132$2.65M0.1%-7.4%0.073%
5/14/2025Banco BTG Pactual S.A.132,600$8.32M2.1%N/A0.228%
5/14/2025Nan Shan Life Insurance Co. Ltd.99,650$6.26M0.1%N/A0.172%
5/14/2025Fairscale Capital LLC3,982$250K0.2%-10.5%0.007%
5/14/2025Quantbot Technologies LP23,283$1.46M0.0%N/A0.040%
5/13/2025Raymond James Financial Inc.141,806$8.90M0.0%+25.1%0.244%
5/13/2025Menora Mivtachim Holdings LTD.1,488,000$93.40M0.6%N/A2.563%
5/13/2025Philadelphia Trust Co.10,000$628K0.1%N/A0.017%
5/13/2025Horizon Investments LLC381,688$23.96M0.7%-2.6%0.657%
5/13/2025Clal Insurance Enterprises Holdings Ltd3,545,000$222.52M2.3%+20.2%6.106%
5/13/2025Anfield Capital Management LLC60,275$3.78M1.4%N/A0.104%
5/13/2025HighTower Advisors LLC28,566$1.79M0.0%+387.2%0.049%
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5/13/2025Delos Wealth Advisors LLC34,023$2.14M1.7%+0.5%0.059%
5/12/2025Tranquilli Financial Advisor LLC4,725$297K0.2%+9.4%0.008%
5/12/2025WP Advisors LLC92,475$5.81M1.9%+0.2%0.159%
5/12/2025Simplex Trading LLC23,837$1.50M0.0%+326.4%0.041%
5/12/2025Citigroup Inc.106,316$6.67M0.0%-86.4%0.183%
5/9/2025Headlands Technologies LLC2,192$138K0.0%N/A0.004%
5/9/2025Altfest L J & Co. Inc.4,948$311K0.0%-88.4%0.009%
5/9/2025Wharton Business Group LLC1,796,164$112.81M5.1%-0.2%3.094%
5/9/2025Atria Wealth Solutions Inc.9,921$623K0.0%-3.3%0.017%
5/9/2025Blair William & Co. IL32,136$2.02M0.0%-8.3%0.055%
5/9/2025Argent Trust Co3,700$232K0.0%N/A0.006%
5/8/2025ProVise Management Group LLC45,042$2.83M0.2%-3.7%0.078%
5/8/2025Jefferies Financial Group Inc.27,530$1.73M0.0%-6.3%0.047%
5/8/2025US Bancorp DE2,352$148K0.0%+7,250.0%0.004%
5/7/2025Foundations Investment Advisors LLC195,221$12.25M0.2%N/A0.337%
5/7/2025Avalon Capital Management28,052$1.76M0.5%-22.8%0.048%
5/7/2025LPL Financial LLC384,791$24.15M0.0%+11.0%0.663%
5/7/2025Investment Management Corp VA ADV12,642$794K0.7%+4.2%0.022%
5/7/2025Valley Wealth Managers Inc.219,985$13.81M1.0%+3.9%0.379%
5/7/2025GLOBALT Investments LLC GA9,722$610K0.0%-9.9%0.017%
5/6/2025Cetera Investment Advisers135,781$8.52M0.0%+4.9%0.234%
5/6/2025WESPAC Advisors SoCal LLC19,130$1.20M0.3%N/A0.033%
5/6/2025Accredited Investors Inc.3,544$222K0.0%-40.2%0.006%
5/6/2025Advocacy Wealth Management Services LLC46,531$2.92M0.2%+630.0%0.080%
5/5/2025Hazlett Burt & Watson Inc.23,057$1.45M0.7%+17.6%0.040%
5/5/2025Csenge Advisory Group107,560$6.75M0.4%N/A0.185%
5/5/2025Private Advisor Group LLC27,163$1.71M0.0%+287.6%0.047%
5/5/2025Migdal Insurance & Financial Holdings Ltd.3,395,000$213.10M3.0%+27.1%5.853%
5/2/2025Whittier Trust Co. of Nevada Inc.436$27K0.0%N/A0.001%
5/1/2025CWM LLC3,344$210K0.0%-13.1%0.006%
5/1/2025Stephens Inc. AR82,080$5.15M0.1%-0.3%0.142%
5/1/2025Park Square Financial Group LLC958$60K0.0%N/A0.002%
4/30/2025Cerity Partners LLC5,079$319K0.0%-10.1%0.009%
4/29/2025U.S. Capital Wealth Advisors LLC16,539$1.04M0.0%-1.9%0.029%
4/29/2025Envestnet Asset Management Inc.146,520$9.20M0.0%+63.8%0.254%
4/29/2025Quattro Financial Advisors LLC45,159$2.84M1.0%+86.9%0.078%
4/29/2025Bank of New York Mellon Corp91,259$5.73M0.0%+6.6%0.158%
4/29/2025Harel Insurance Investments & Financial Services Ltd.2,272,620$142.65M1.9%+266.3%3.938%
4/29/2025OneDigital Investment Advisors LLC5,932$372K0.0%+41.5%0.010%
4/28/2025Principal Financial Group Inc.71,816$4.51M0.0%N/A0.124%
4/28/2025Private Trust Co. NA685$43K0.0%+61.2%0.001%
4/28/2025Summit Trail Advisors LLC672,954$42.24M1.4%+119.5%1.166%
4/25/2025DSG Capital Advisors LLC5,708$358K0.1%+32.2%0.010%
4/24/2025Beacon Financial Advisory LLC14,164$889K0.3%-1.6%0.025%
4/23/2025SOL Capital Management CO284,068$17.83M2.0%-0.1%0.494%
4/23/2025Ledyard National Bank280,529$17.61M1.7%-5.0%0.488%
4/22/2025Cambridge Investment Research Advisors Inc.25,740$1.62M0.0%+62.5%0.045%
4/22/2025Masso Torrence Wealth Management Inc.28,073$1.76M0.9%N/A0.049%
4/22/2025Advisor Resource Council49,208$3.09M0.2%N/A0.086%
4/21/2025Envestnet Portfolio Solutions Inc.23,654$1.49M0.0%+66.0%0.041%
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4/17/2025Robertson Stephens Wealth Management LLC10,024$629K0.0%-4.6%0.017%
4/17/2025Good Life Advisors LLC62,462$3.92M0.3%-7.5%0.109%
4/16/2025RFG Holdings Inc.200,652$12.60M4.1%+5.2%0.350%
4/16/2025Rockland Trust Co.16,585$1.04M0.1%-5.0%0.029%
4/15/2025Axecap Investments LLC10,108$634K0.5%N/A0.018%
4/15/2025Sanibel Captiva Trust Company Inc.5,120$321K0.0%-36.9%0.009%
4/15/2025SG Americas Securities LLC9,865$619K0.0%N/A0.017%
4/15/2025Attessa Capital LLC64,606$4.06M2.7%+8.5%0.113%
4/15/2025Wealthcare Advisory Partners LLC78,423$4.92M0.1%+2,112.2%0.137%
4/14/2025Gemmer Asset Management LLC25,653$1.61M0.2%+45.1%0.045%
(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, 222 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 ($222.52M), Migdal Insurance & Financial Holdings Ltd. ($213.10M), Fisher Asset Management LLC ($182.49M), Harel Insurance Investments & Financial Services Ltd. ($142.65M), and Goldman Sachs Group Inc. ($140.61M).Learn more on Invesco KBW Bank ETF's institutional investors.

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

Of the 192 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: Varma Mutual Pension Insurance Co ($4.97M), Menora Mivtachim Holdings LTD. ($3.47M), Migdal Insurance & Financial Holdings Ltd. ($3.39M), Clal Insurance Enterprises Holdings Ltd ($3.29M), Harel Insurance Investments & Financial Services Ltd. ($2.27M), Goldman Sachs Group Inc. ($1.69M), and BNP Paribas Financial Markets ($1.68M).

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

Institutional investors have bought a total of 20,773,648 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

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

Of the 69 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 ($404.15K), WP Advisors LLC ($387.50K), Bank of America Corp DE ($298.95K), Bank of New York Mellon Corp ($273.07K), and Guardian Partners Inc. ($210.95K).

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

Institutional investors have sold a total of 4,945,147 shares in the last 24 months. This volume of shares sold represents approximately $307.23M in transactions.


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This page (NASDAQ:KBWB) was last updated on 7/2/2025 by MarketBeat.com Staff
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