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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$76.16 +0.06 (+0.08%)
Closing price 10/9/2025 04:00 PM Eastern
Extended Trading
$76.22 +0.06 (+0.08%)
As of 04:07 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)
161
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$371.03M
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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
10/9/2025AdvisorNet Financial Inc15,035$1.18M0.1%+12.7%0.021%
10/9/2025Astoria Portfolio Advisors LLC.38,669$2.94M0.8%+622.6%0.053%
10/8/2025 Pinnacle Wealth Management Group Inc.36,412$2.85M1.5%+4.1%0.050%
10/6/2025 Puff Wealth Management LLC4,979$389K0.6%N/A0.007%
10/6/2025 City Center Advisors LLC7,990$625K0.6%+2.7%0.011%
10/2/2025 Central Pacific Bank Trust Division28,440$2.22M0.3%-46.2%0.044%
9/4/2025Osaic Holdings Inc.39,709$2.84M0.0%-8.7%0.062%
8/19/2025Delos Wealth Advisors LLC31,291$2.24M1.7%-8.0%0.049%
8/15/2025Tower Research Capital LLC TRC 2,233$160K0.0%-96.6%0.003%
8/15/2025HRT Financial LP22,162$1.59M0.0%N/A0.035%
8/15/2025Group One Trading LLC4,649$333K0.0%+583.7%0.007%
8/15/2025BNP Paribas Financial Markets319,770$22.90M0.0%-31.6%0.499%
8/15/2025BTG Pactual Asset Management US LLC1,150$82K0.0%N/A0.002%
8/15/2025Bank of America Corp DE12,830,652$918.93M0.1%-1.5%20.026%
8/15/2025Ameriprise Financial Inc.68,227$4.88M0.0%-42.5%0.106%
8/14/2025Raymond James Financial Inc.134,838$9.66M0.0%-4.9%0.210%
8/14/2025Transamerica Financial Advisors LLC36,323$2.60M0.2%-22.5%0.057%
8/14/2025Banco BTG Pactual S.A.120,000$8.59M1.7%-9.5%0.187%
8/14/2025Quantinno Capital Management LP41,976$3.01M0.0%+2.8%0.066%
8/14/2025NewEdge Advisors LLC6,546$469K0.0%+63.9%0.010%
8/14/2025Menora Mivtachim Holdings LTD.3,085,450$220.98M1.3%+107.4%4.816%
8/13/2025Helix Partners Management LP35,000$2.51M0.9%N/A0.055%
8/13/2025PGIM Custom Harvest LLC49,132$3.52M0.1%+16.6%0.077%
8/13/2025Shepherd Financial Partners LLC4,765$341K0.0%N/A0.007%
8/13/2025StoneX Group Inc.9,982$715K0.0%-8.1%0.016%
8/13/2025Flow Traders U.S. LLC5,612$402K0.0%-73.6%0.009%
8/13/2025CW Advisors LLC692,760$49.62M0.5%-27.5%1.081%
8/13/2025Advocacy Wealth Management Services LLC38,543$2.76M0.2%-17.2%0.060%
8/13/2025Fisher Asset Management LLC2,991,470$214.25M0.1%+14.5%4.669%
8/13/2025Leuthold Group LLC9,210$660K0.1%+2.8%0.014%
8/13/2025Schroder Investment Management Group322,906$22.97M0.0%N/A0.504%
8/13/2025Choreo LLC3,039$218K0.0%N/A0.005%
8/12/2025Laurel Wealth Advisors LLC5,372$385K0.0%+5,272.0%0.008%
8/12/2025XTX Topco Ltd9,806$702K0.0%N/A0.015%
8/12/2025Edmond DE Rothschild Holding S.A.153,800$11.02M0.2%+2.0%0.240%
8/12/2025Quadcap Wealth Management LLC54,782$3.92M0.5%-0.7%0.086%
8/12/2025CreativeOne Wealth LLC10,043$719K0.0%+12.2%0.016%
8/12/2025Jefferies Financial Group Inc.7,850$562K0.0%-71.5%0.012%
8/12/2025Global Retirement Partners LLC11,391$816K0.0%N/A0.018%
8/12/2025Franklin Resources Inc.7,506$538K0.0%N/A0.012%
8/12/2025JPMorgan Chase & Co.3,503,711$250.94M0.0%+117.7%5.469%
8/12/2025Clal Insurance Enterprises Holdings Ltd4,370,000$312.98M3.1%+23.3%6.821%
8/11/2025TD Waterhouse Canada Inc.3,419$249K0.0%+3,156.2%0.005%
8/11/2025Anfield Capital Management LLC59,495$4.26M1.4%-1.3%0.093%
8/8/2025Rockefeller Capital Management L.P.20,831$1.49M0.0%+27.0%0.033%
8/8/2025Itau Unibanco Holding S.A.9,000$645K0.0%-88.1%0.014%
8/8/2025ProVise Management Group LLC43,033$3.08M0.2%-4.5%0.067%
8/8/2025Cetera Investment Advisers143,009$10.24M0.0%+5.3%0.223%
8/8/2025Foundations Investment Advisors LLC204,669$14.66M0.2%+4.8%0.319%
8/8/2025WP Advisors LLC93,352$6.69M1.8%+0.9%0.146%
8/8/2025Good Life Advisors LLC42,435$3.04M0.2%-32.1%0.066%
8/8/2025PNC Financial Services Group Inc.2,213$158K0.0%-7.3%0.003%
8/7/2025Allworth Financial LP400$29K0.0%+59.4%0.001%
8/6/2025AE Wealth Management LLC459$33K0.0%+214.4%0.001%
8/6/2025Csenge Advisory Group107,014$7.02M0.4%-0.5%0.167%
8/5/2025Simplex Trading LLC13,094$937K0.0%-45.1%0.020%
8/5/2025Bank of New York Mellon Corp110,795$7.94M0.0%+21.4%0.173%
8/4/2025Ledyard National Bank269,215$19.28M1.8%-4.0%0.420%
8/4/2025One Day In July LLC7,112$509K0.0%-15.3%0.011%
8/4/2025Atria Investments Inc3,531$253K0.0%-49.8%0.006%
8/4/2025FRG Family Wealth Advisors LLC2,800$201K0.0%N/A0.004%
8/4/2025Spire Wealth Management613$44K0.0%-78.1%0.001%
8/4/2025Migdal Insurance & Financial Holdings Ltd.5,595,000$400.71M4.8%+64.8%8.733%
8/1/2025Envestnet 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%
7/31/2025GLOBALT Investments LLC GA8,709$624K0.0%-10.4%0.014%
7/30/2025WESPAC Advisors SoCal LLC18,716$1.34M0.3%-2.2%0.029%
7/29/2025Chicago Partners Investment Group LLC3,446$258K0.0%N/A0.005%
7/29/2025Private Trust Co. NA413$30K0.0%-39.7%0.001%
7/28/2025WealthPlan Investment Management LLC3,176$227K0.0%N/A0.005%
7/25/2025Envestnet Portfolio Solutions Inc.55,166$3.95M0.0%+133.2%0.085%
7/25/2025Astoria Portfolio Advisors LLC.5,351$399K0.1%N/A0.008%
7/25/2025Hazlett Burt & Watson Inc.26,959$1.93M0.8%+16.9%0.041%
7/24/2025Robertson Stephens Wealth Management LLC11,689$837K0.0%+16.6%0.018%
7/24/2025Blair William & Co. IL433$31K0.0%-98.7%0.001%
7/24/2025Mainstay Capital Management LLC ADV15,126$1.08M0.1%-8.2%0.023%
7/23/2025Meitav Investment House Ltd.40,455$2.90M0.0%+60.7%0.063%
7/22/2025Beacon Financial Advisory LLC13,869$993K0.3%-2.1%0.021%
7/22/2025Wealthcare Advisory Partners LLC77,465$5.55M0.1%-1.2%0.120%
7/22/2025Bank Hapoalim BM7,270$521K0.1%+12.7%0.011%
7/21/2025Ameritas Advisory Services LLC1,193$85K0.0%N/A0.002%
7/21/2025Quattro Financial Advisors LLC42,307$3.03M1.1%-6.3%0.065%
7/21/2025Mirae Asset Global Investments Co. Ltd.12,388$887K0.0%N/A0.019%
7/18/2025Consolidated Portfolio Review Corp2,834$203K0.0%N/A0.004%
7/18/2025Truist Financial Corp16,681$1.20M0.0%-2.2%0.025%
7/17/2025Janney Montgomery Scott LLC14,086$1.01M0.0%+2.1%0.022%
7/17/2025Fifth Third Securities Inc.3,332$239K0.0%-7.4%0.005%
7/16/2025Magnus Financial Group LLC20,428$1.46M0.1%+14.9%0.031%
7/15/2025Fifth Third Bancorp431$31K0.0%N/A0.001%
7/14/2025AdvisorNet Financial Inc13,339$955K0.1%-1.3%0.021%
7/14/2025Masso Torrence Wealth Management Inc.27,103$1.94M0.9%-3.5%0.042%
7/11/2025Farther Finance Advisors LLC1,243$89K0.0%-83.8%0.002%
7/10/2025Rockland Trust Co.15,335$1.10M0.1%-7.5%0.023%
7/10/2025RFG Holdings Inc.197,378$14.14M4.1%-1.6%0.300%
7/8/2025Juncture 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%
(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 27,791,047 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 89 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 5,796,634 shares in the last 24 months. This volume of shares sold represents approximately $371.03M in transactions.


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This page (NASDAQ:KBWB) was last updated on 10/10/2025 by MarketBeat.com Staff
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