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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$67.64 +0.27 (+0.40%)
Closing price 06/10/2025 04:00 PM Eastern
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$67.64 +0.00 (+0.01%)
As of 06/10/2025 04:04 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)
145
Total
Institutional Inflows
(last 12 months)
$1.31B
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/4/2025 First Hawaiian Bank31,686$1.99M0.1%N/A0.055%
5/16/2025 Guardian Partners Inc.64,801$3.81M0.4%-76.5%0.112%
5/16/2025 Goldman Sachs Group Inc.2,240,028$140.61M0.0%+306.5%3.858%
5/16/2025 Jones Financial Companies Lllp6,630$416K0.0%+130.5%0.011%
5/16/2025 Temasek Holdings Private Ltd831,238$52.18M0.2%N/A1.432%
5/16/2025 NewEdge Advisors LLC3,993$251K0.0%-12.9%0.007%
5/16/2025 Integrated Wealth Concepts LLC5,115$321K0.0%-3.2%0.009%
5/16/2025 Edmond DE Rothschild Holding S.A.150,839$9.47M0.2%+502,696.7%0.260%
5/15/2025 Federation des caisses Desjardins du Quebec16,571$1.04M0.0%-12.3%0.029%
5/15/2025 Cubist Systematic Strategies LLC119,913$7.53M0.0%+1,145.8%0.207%
5/15/2025 Royal Bank of Canada470,992$29.56M0.0%-2.1%0.811%
5/15/2025 Baird Financial Group Inc.26,383$1.66M0.0%N/A0.045%
5/15/2025 Aragon Global Management LP8,650$543K0.2%-89.5%0.015%
5/15/2025 Itau Unibanco Holding S.A.75,455$4.74M0.2%N/A0.130%
5/15/2025 BNP Paribas Financial Markets467,530$29.35M0.0%+198.8%0.805%
5/14/2025 Transamerica Financial Advisors LLC46,862$2.94M0.3%+2.5%0.081%
5/14/2025 Ieq Capital LLC3,194$201K0.0%N/A0.006%
5/14/2025 CreativeOne Wealth LLC8,953$562K0.0%N/A0.015%
5/14/2025 Quadcap Wealth Management LLC55,145$3.46M0.5%N/A0.095%
5/14/2025 Comerica Bank1,189$75K0.0%+58.3%0.002%
5/14/2025 Walleye Capital LLC6,210$390K0.0%N/A0.011%
5/14/2025 Quantitative Investment Management LLC31,432$1.97M0.2%N/A0.054%
5/14/2025 Northwestern Mutual Wealth Management Co.6,973$438K0.0%+303.1%0.012%
5/14/2025 Compound Planning Inc.5,629$353K0.0%N/A0.010%
5/14/2025 Hobbs Group Advisors LLC19,754$1.24M0.5%N/A0.034%
5/14/2025 CW Advisors LLC955,843$60.00M0.7%-2.1%1.646%
5/14/2025 Flow Traders U.S. LLC21,292$1.34M0.1%N/A0.037%
5/14/2025 PGIM Custom Harvest LLC42,132$2.65M0.1%-7.4%0.073%
5/14/2025 Banco BTG Pactual S.A.132,600$8.32M2.1%N/A0.228%
5/14/2025 Nan Shan Life Insurance Co. Ltd.99,650$6.26M0.1%N/A0.172%
5/14/2025 Fairscale Capital LLC3,982$250K0.2%-10.5%0.007%
5/14/2025 Quantbot Technologies LP23,283$1.46M0.0%N/A0.040%
5/13/2025 Raymond James Financial Inc.141,806$8.90M0.0%+25.1%0.244%
5/13/2025 Menora Mivtachim Holdings LTD.1,488,000$93.40M0.6%N/A2.563%
5/13/2025 Philadelphia Trust Co.10,000$628K0.1%N/A0.017%
5/13/2025 Horizon Investments LLC381,688$23.96M0.7%-2.6%0.657%
5/13/2025 Clal Insurance Enterprises Holdings Ltd3,545,000$222.52M2.3%+20.2%6.106%
5/13/2025 Anfield Capital Management LLC60,275$3.78M1.4%N/A0.104%
5/13/2025 HighTower Advisors LLC28,566$1.79M0.0%+387.2%0.049%
5/13/2025 Delos Wealth Advisors LLC34,023$2.14M1.7%+0.5%0.059%
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5/12/2025 Tranquilli Financial Advisor LLC4,725$297K0.2%+9.4%0.008%
5/12/2025 WP Advisors LLC92,475$5.81M1.9%+0.2%0.159%
5/12/2025 Simplex Trading LLC23,837$1.50M0.0%+326.4%0.041%
5/12/2025 Citigroup Inc.106,316$6.67M0.0%-86.4%0.183%
5/9/2025 Headlands Technologies LLC2,192$138K0.0%N/A0.004%
5/9/2025 Altfest L J & Co. Inc.4,948$311K0.0%-88.4%0.009%
5/9/2025 Wharton Business Group LLC1,796,164$112.81M5.1%-0.2%3.094%
5/9/2025 Atria Wealth Solutions Inc.9,921$623K0.0%-3.3%0.017%
5/9/2025 Blair William & Co. IL32,136$2.02M0.0%-8.3%0.055%
5/9/2025 Argent Trust Co3,700$232K0.0%N/A0.006%
5/8/2025 ProVise 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%
5/8/2025 US Bancorp DE2,352$148K0.0%+7,250.0%0.004%
5/7/2025 Foundations Investment Advisors LLC195,221$12.25M0.2%N/A0.337%
5/7/2025 Avalon Capital Management28,052$1.76M0.5%-22.8%0.048%
5/7/2025 LPL Financial LLC384,791$24.15M0.0%+11.0%0.663%
5/7/2025 Investment Management Corp VA ADV12,642$794K0.7%+4.2%0.022%
5/7/2025 Valley Wealth Managers Inc.219,985$13.81M1.0%+3.9%0.379%
5/7/2025 GLOBALT Investments LLC GA9,722$610K0.0%-9.9%0.017%
5/6/2025 Cetera Investment Advisers135,781$8.52M0.0%+4.9%0.234%
5/6/2025 WESPAC Advisors SoCal LLC19,130$1.20M0.3%N/A0.033%
5/6/2025 Accredited Investors Inc.3,544$222K0.0%-40.2%0.006%
5/6/2025 Advocacy Wealth Management Services LLC46,531$2.92M0.2%+630.0%0.080%
5/5/2025 Hazlett Burt & Watson Inc.23,057$1.45M0.7%+17.6%0.040%
5/5/2025 Csenge Advisory Group107,560$6.75M0.4%N/A0.185%
5/5/2025 Private Advisor Group LLC27,163$1.71M0.0%+287.6%0.047%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.3,395,000$213.10M3.0%+27.1%5.853%
5/2/2025 Whittier Trust Co. of Nevada Inc.436$27K0.0%N/A0.001%
5/1/2025 CWM LLC3,344$210K0.0%-13.1%0.006%
5/1/2025 Stephens Inc. AR82,080$5.15M0.1%-0.3%0.142%
5/1/2025 Park Square Financial Group LLC958$60K0.0%N/A0.002%
4/30/2025 Cerity Partners LLC5,079$319K0.0%-10.1%0.009%
4/29/2025 U.S. Capital Wealth Advisors LLC16,539$1.04M0.0%-1.9%0.029%
4/29/2025 Envestnet Asset Management Inc.146,520$9.20M0.0%+63.8%0.254%
4/29/2025 Quattro Financial Advisors LLC45,159$2.84M1.0%+86.9%0.078%
4/29/2025 Bank of New York Mellon Corp91,259$5.73M0.0%+6.6%0.158%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.2,272,620$142.65M1.9%+266.3%3.938%
4/29/2025 OneDigital Investment Advisors LLC5,932$372K0.0%+41.5%0.010%
4/28/2025 Principal Financial Group Inc.71,816$4.51M0.0%N/A0.124%
4/28/2025 Private Trust Co. NA685$43K0.0%+61.2%0.001%
4/28/2025 Summit Trail Advisors LLC672,954$42.24M1.4%+119.5%1.166%
4/25/2025 DSG Capital Advisors LLC5,708$358K0.1%+32.2%0.010%
4/24/2025 Beacon Financial Advisory LLC14,164$889K0.3%-1.6%0.025%
4/23/2025 SOL Capital Management CO284,068$17.83M2.0%-0.1%0.494%
4/23/2025 Ledyard National Bank280,529$17.61M1.7%-5.0%0.488%
4/22/2025 Cambridge Investment Research Advisors Inc.25,740$1.62M0.0%+62.5%0.045%
4/22/2025 Masso Torrence Wealth Management Inc.28,073$1.76M0.9%N/A0.049%
4/22/2025 Advisor Resource Council49,208$3.09M0.2%N/A0.086%
4/21/2025 Envestnet Portfolio Solutions Inc.23,654$1.49M0.0%+66.0%0.041%
4/17/2025 Robertson Stephens Wealth Management LLC10,024$629K0.0%-4.6%0.017%
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4/17/2025 Good Life Advisors LLC62,462$3.92M0.3%-7.5%0.109%
4/16/2025 RFG Holdings Inc.200,652$12.60M4.1%+5.2%0.350%
4/16/2025 Rockland Trust Co.16,585$1.04M0.1%-5.0%0.029%
4/15/2025 Axecap Investments LLC10,108$634K0.5%N/A0.018%
4/15/2025 Sanibel Captiva Trust Company Inc.5,120$321K0.0%-36.9%0.009%
4/15/2025 SG Americas Securities LLC9,865$619K0.0%N/A0.017%
4/15/2025 Attessa Capital LLC64,606$4.06M2.7%+8.5%0.113%
4/15/2025 Wealthcare Advisory Partners LLC78,423$4.92M0.1%+2,112.2%0.137%
4/14/2025 Gemmer Asset Management LLC25,653$1.61M0.2%+45.1%0.045%
4/11/2025 Permanent Capital Management LP9,756$612K0.2%N/A0.016%
(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 KBWB's institutional investors.

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

Of the 192 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. ($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 34,394,179 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

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

Of the 95 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: JPMorgan Chase & Co. ($1.83M), Harel Insurance Investments & Financial Services Ltd. ($1.55M), Citigroup Inc. ($679.23K), BNP Paribas Financial Markets ($404.15K), WP Advisors LLC ($387.50K), Morningstar Investment Management LLC ($371.98K), and Miracle Mile Advisors LLC ($328.34K).

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

Institutional investors have sold a total of 8,126,141 shares in the last 24 months. This volume of shares sold represents approximately $458.86M in transactions.



This page (NASDAQ:KBWB) was last updated on 6/11/2025 by MarketBeat.com Staff
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