Go Pro
→ My top 3 AI picks for the next decade (From The Oxford Club) (Ad)tc pixel Free KBWB Stock Alerts

Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$87.23 -0.77 (-0.88%)
Closing price 09/30/2026 04:00 PM Eastern
Extended Trading
$87.92 +0.69 (+0.79%)
As of 09/30/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Invesco KBW Bank ETF (NASDAQ:KBWB)

Number of
Institutional Buyers
(last 12 months)
186
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$1.33B
Get KBWB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco KBW Bank ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

KBWB Institutional Buying and Selling by Quarter

Invesco KBW Bank ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Portfolio Solutions Inc.44,865$4.17M0.0%+663.0%0.063%
9/23/2026Envestnet Asset Management Inc.194,141$18.05M0.0%+92.4%0.273%
9/9/2026Integrated Wealth Concepts LLC4,960$461K0.0%-3.7%0.007%
9/9/2026RFG Advisory LLC3,667$341K0.0%-20.2%0.005%
9/9/2026Baird Financial Group Inc.65,621$6.10M0.0%N/A0.093%
9/8/2026Allworth Financial LP665$62K0.0%+25.0%0.001%
9/8/2026Waverly Advisors LLC3,055$284K0.0%-12.5%0.004%
9/8/2026Bank OZK7,079$658K0.2%N/A0.010%
8/24/2026Carlson Financial Inc.2,690$250K0.1%N/A0.004%
8/22/2026XP Advisory US Inc.54,941$5.11M2.8%N/A0.078%
8/22/2026Compass Financial Management LLC6,438$617K0.1%N/A0.009%
8/21/2026Tranquilli Financial Advisor LLC4,192$390K0.2%-26.7%0.006%
8/20/2026Quantitative Investment Management LLC59,842$5.56M0.6%N/A0.085%
8/12/2026Compass Financial Management LLC6,438$617K0.1%N/A0.009%
8/7/2026Trust Co. of Vermont1,392$129K0.0%N/A0.002%
7/10/2026Annex Advisory Services LLC756,328$70.32M1.2%+94.4%1.074%
7/10/2026Wealthcare Advisory Partners LLC87,489$8.14M0.2%+1.0%0.124%
7/8/2026MRA Advisory Group2,435$226K0.1%N/A0.003%
7/8/2026Rockland Trust Co.11,070$1.03M0.0%-4.7%0.016%
7/8/2026Puff Wealth Management LLC12,236$1.14M1.2%N/A0.017%
7/8/2026FNY Investment Advisers LLC1,120$104K0.0%N/A0.002%
7/7/2026Central Pacific Bank Trust Division23,155$2.15M0.2%N/A0.033%
7/7/2026City Center Advisors LLC8,567$797K0.6%+2.3%0.012%
7/1/2026Eastern Bank20,402$1.90M0.0%+25.6%0.032%
6/22/2026Sapient Capital LLC2,779$220K0.0%-28.4%0.004%
6/15/2026J. R. Prunier Capital Management LLC6,814$539K0.2%+15.5%0.011%
6/3/2026NewEdge Advisors LLC3,453$273K0.0%-24.4%0.005%
6/1/2026Keel Point LLC16,109$1.28M0.1%-43.3%0.026%
5/20/2026Hobbs Group Advisors LLC42,546$3.37M1.0%+12.2%0.067%
5/19/2026NewEdge Advisors LLC2,768$219K0.0%-39.4%0.004%
5/19/2026Bank of America Corp DE11,394,678$901.55M0.1%-7.6%18.058%
5/18/2026Guardian Partners Inc.117,400$9.29M0.8%-15.2%0.186%
5/18/2026Royal Bank of Canada250,587$19.83M0.0%-64.6%0.397%
5/16/2026Quantinno Capital Management LP40,003$3.17M0.0%-5.3%0.063%
5/15/2026Quadcap Wealth Management LLC51,094$4.04M0.5%-9.7%0.081%
5/15/2026Waverly Advisors LLC3,491$276K0.0%+15.8%0.006%
5/14/2026Group One Trading LLC1,727$137K0.0%-80.0%0.003%
5/13/2026Cetera Investment Advisers145,619$11.52M0.0%-6.6%0.231%
5/13/2026Measured Wealth Private Client Group LLC7,680$608K0.2%+68.0%0.012%
5/13/2026NewEdge Wealth LLC26,958$2.13M0.0%-9.5%0.043%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
5/12/2026Clal Insurance Enterprises Holdings Ltd1,421,000$112.43M0.7%-37.2%2.252%
5/12/2026Temasek Holdings Private Ltd1,104,862$87.42M0.3%-44.5%1.751%
5/8/2026PNC Financial Services Group Inc.1,208$96K0.0%-49.4%0.002%
5/7/2026Hanover Advisors Inc.7,807$618K0.3%+9.1%0.012%
5/7/2026Lowe Brockenbrough & Co. Inc.109,735$8.68M0.4%+0.6%0.174%
5/7/2026Valley Wealth Managers Inc.118,073$9.34M0.6%-29.5%0.187%
5/6/2026One Day In July LLC6,078$481K0.0%-3.9%0.010%
5/6/2026Independent Financial Group LLC7,647$605K0.0%N/A0.012%
5/5/2026Bank of New York Mellon Corp76,252$6.03M0.0%+1.9%0.121%
5/5/2026Sanctuary Advisors LLC2,674$212K0.0%-12.5%0.004%
5/5/2026Sigma Planning Corp7,459$590K0.0%-5.3%0.012%
5/4/2026Principal Financial Group Inc.59,032$4.67M0.0%+36.6%0.094%
5/1/2026Fifth Third Bancorp9,554$756K0.0%+2,434.2%0.015%
4/30/2026Kestra Advisory Services LLC18,303$1.45M0.0%+81.3%0.029%
4/30/2026Quantum Portfolio Management LLC3,153$249K0.0%N/A0.005%
4/29/2026Meitav Investment House Ltd.64,555$5.11M0.1%-20.8%0.104%
4/29/2026Dumont & Blake Investment Advisors LLC11,058$875K0.2%-3.7%0.018%
4/28/2026Stephens Inc. AR44,876$3.55M0.0%-48.3%0.073%
4/28/2026Astoria Portfolio Advisors LLC.77,043$6.70M1.5%+6.1%0.125%
4/27/2026World Investment Advisors3,249$257K0.0%+18.4%0.005%
4/27/2026Private Advisor Group LLC29,348$2.32M0.0%-13.9%0.048%
4/27/2026DSG Capital Advisors LLC3,203$253K0.0%-8.0%0.005%
4/27/2026Sound Income Strategies LLC896$72K0.0%+929.9%0.001%
4/23/2026Private Wealth Management Group LLC500$40K0.0%N/A0.001%
4/23/2026Oregon Pacific Wealth Management LLC12,254$970K1.0%+17.4%0.020%
4/23/2026North Star Investment Management Corp.365$29K0.0%N/A0.001%
4/22/2026Princeton Global Asset Management LLC3,620$286K0.0%N/A0.006%
4/21/2026Crown Wealth Group LLC3,250$257K0.1%-95.2%0.005%
4/18/2026Murphy & Mullick Capital Management Corp3,075$243K0.2%+3,517.6%0.005%
4/17/2026Krilogy Financial LLC5,743$492K0.0%-15.1%0.009%
4/17/2026AdvisorNet Financial Inc11,324$896K0.0%-1.7%0.018%
4/17/2026Clark Asset Management LLC6,614$523K0.0%-7.3%0.011%
4/17/2026Roble Belko & Company Inc3,500$277K0.0%N/A0.006%
4/16/2026CPR Investments Inc.2,698$213K0.1%N/A0.005%
4/16/2026Founders Financial Securities LLC32,498$2.78M0.2%+2.8%0.054%
4/16/2026RFG Holdings Inc.175,101$13.85M3.5%-12.8%0.292%
4/15/2026WESPAC Advisors SoCal LLC11,806$934K0.2%-57.3%0.020%
3/17/2026Rockefeller Capital Management L.P.40,652$3.43M0.0%+72.4%0.057%
3/13/2026World Investment Advisors2,743$231K0.0%N/A0.004%
3/12/2026Nalls Sherbakoff Group LLC1,167$98K0.1%N/A0.002%
3/5/2026Bayban648$55K0.0%N/A0.001%
3/3/2026EJMK Ventures LLC3,028$255K0.2%N/A0.004%
2/24/2026Astoria Portfolio Advisors LLC.72,611$6.05M1.4%+87.8%0.103%
2/20/2026Sunbelt Securities Inc.1,324$112K0.0%-22.9%0.002%
2/18/2026Mercer Global Advisors Inc. ADV3,282$277K0.0%N/A0.005%
2/18/2026Vermillion & White Wealth Management Group LLC52,187$4.42M2.4%+4.3%0.074%
2/18/2026NewEdge Advisors LLC4,570$385K0.0%-17.8%0.006%
2/18/2026XTX Topco Ltd6,517$549K0.0%+112.7%0.009%
2/18/2026Ulysses Management LLC19,000$1.60M0.3%+90.0%0.027%
2/18/2026VestGen Advisors LLC2,468$208K0.0%N/A0.003%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
2/18/2026Tudor Investment Corp ET AL62,514$5.27M0.0%N/A0.088%
2/18/2026Gotham Asset Management LLC17,221$1.45M0.0%+72.2%0.024%
2/17/2026Cetera Investment Advisers155,860$13.14M0.0%+0.7%0.220%
2/17/2026Guardian Partners Inc.138,400$11.67M1.0%-76.2%0.195%
2/17/2026Equitable Holdings Inc.5,692$480K0.0%-26.5%0.008%
2/17/2026FIL Ltd456,577$38.65M0.0%+33.0%0.645%
2/17/2026Fairscale Capital LLC3,538$298K0.2%-12.5%0.005%
2/17/2026Regal Investment Advisors LLC3,213$271K0.0%N/A0.005%
2/17/2026Quantitative Investment Management LLC110,410$9.31M0.9%N/A0.156%
2/17/2026Osaic Holdings Inc.722,840$60.93M0.1%-1.8%1.021%


KBWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 316 institutional investors and hedge funds held shares of Invesco KBW Bank ETF. The most heavily invested institutionals were Bank of America Corp DE ($901.55M), JPMorgan Chase & Co. ($772.60M), Fisher Asset Management LLC ($300.77M), Menora Mivtachim Holdings LTD. ($241.60M), Goldman Sachs Group Inc. ($239.17M), Migdal Insurance & Financial Holdings Ltd. ($182.38M), and Wharton Business Group LLC ($153.87M).Learn more on Invesco KBW Bank ETF's institutional investors.

Of the 272 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: JPMorgan Chase & Co. ($10.27M), Migdal Insurance & Financial Holdings Ltd. ($5.59M), Harel Insurance Investments & Financial Services Ltd. ($4.18M), Clal Insurance Enterprises Holdings Ltd ($4.11M), Menora Mivtachim Holdings LTD. ($3.09M), Temasek Holdings Private Ltd ($2.82M), and Goldman Sachs Group Inc. ($1.81M).

Institutional investors have bought a total of 19,694,020 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Of the 92 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: Harel Insurance Investments & Financial Services Ltd. ($4.18M), Migdal Insurance & Financial Holdings Ltd. ($3.43M), Clal Insurance Enterprises Holdings Ltd ($2.95M), Bank of America Corp DE ($1.41M), Temasek Holdings Private Ltd ($884.14K), Citigroup Inc. ($534.51K), and Guardian Partners Inc. ($491.19K).

Institutional investors have sold a total of 16,251,861 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.


Related Companies

Institutional ownership data for NASDAQ:KBWB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel