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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$85.24 -0.62 (-0.72%)
As of 05/8/2026 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
212
Total
Institutional Inflows
(last 12 months)
$2.44B
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$1.21B
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Skip Chart & View Institutional Buying and Selling Data

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
5/8/2026 PNC Financial Services Group Inc.1,208$96K0.0%-49.4%0.002%
5/7/2026 Hanover Advisors Inc.7,807$618K0.3%+9.1%0.012%
5/7/2026 Lowe Brockenbrough & Co. Inc.109,735$8.68M0.4%+0.6%0.174%
5/7/2026 Valley Wealth Managers Inc.118,073$9.34M0.6%-29.5%0.187%
5/6/2026 One Day In July LLC6,078$481K0.0%-3.9%0.010%
5/6/2026 Independent Financial Group LLC7,647$605K0.0%N/A0.012%
5/5/2026 Bank of New York Mellon Corp76,252$6.03M0.0%+1.9%0.121%
5/5/2026 Sanctuary Advisors LLC2,674$212K0.0%-12.5%0.004%
5/5/2026 Sigma Planning Corp7,459$590K0.0%-5.3%0.012%
5/4/2026 Principal Financial Group Inc.59,032$4.67M0.0%+36.6%0.094%
5/1/2026 Fifth Third Bancorp9,554$756K0.0%+2,434.2%0.015%
4/30/2026 Kestra Advisory Services LLC18,303$1.45M0.0%+81.3%0.029%
4/30/2026 Quantum Portfolio Management LLC3,153$249K0.0%N/A0.005%
4/29/2026 Meitav Investment House Ltd.64,555$5.11M0.1%-20.8%0.104%
4/29/2026 Dumont & Blake Investment Advisors LLC11,058$875K0.2%-3.7%0.018%
4/28/2026 Stephens Inc. AR44,876$3.55M0.0%-48.3%0.073%
4/28/2026 Astoria Portfolio Advisors LLC.77,043$6.70M1.5%+6.1%0.125%
4/27/2026 World Investment Advisors3,249$257K0.0%+18.4%0.005%
4/27/2026 Private Advisor Group LLC29,348$2.32M0.0%-13.9%0.048%
4/27/2026 DSG Capital Advisors LLC3,203$253K0.0%-8.0%0.005%
4/27/2026 Sound Income Strategies LLC896$72K0.0%+929.9%0.001%
4/23/2026 Private Wealth Management Group LLC500$40K0.0%N/A0.001%
4/23/2026 Oregon Pacific Wealth Management LLC12,254$970K1.0%+17.4%0.020%
4/23/2026 North Star Investment Management Corp.365$29K0.0%N/A0.001%
4/22/2026 Princeton Global Asset Management LLC3,620$286K0.0%N/A0.006%
4/21/2026 Crown Wealth Group LLC3,250$257K0.1%-95.2%0.005%
4/18/2026 Murphy & Mullick Capital Management Corp3,075$243K0.2%+3,517.6%0.005%
4/17/2026 Krilogy Financial LLC5,743$492K0.0%-15.1%0.009%
4/17/2026 AdvisorNet Financial Inc11,324$896K0.0%-1.7%0.018%
4/17/2026 Clark Asset Management LLC6,614$523K0.0%-7.3%0.011%
4/17/2026 Roble Belko & Company Inc3,500$277K0.0%N/A0.006%
4/16/2026 CPR Investments Inc.2,698$213K0.1%N/A0.005%
4/16/2026 Founders Financial Securities LLC32,498$2.78M0.2%+2.8%0.054%
4/16/2026 RFG Holdings Inc.175,101$13.85M3.5%-12.8%0.292%
4/15/2026 WESPAC 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%
3/13/2026 World Investment Advisors2,743$231K0.0%N/A0.004%
3/12/2026Nalls Sherbakoff Group LLC1,167$98K0.1%N/A0.002%
3/5/2026 Bayban648$55K0.0%N/A0.001%
3/3/2026 EJMK Ventures LLC3,028$255K0.2%N/A0.004%
2/24/2026 Astoria 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%
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%
2/17/2026Tower Research Capital LLC TRC 9,644$813K0.0%-85.7%0.014%
2/17/2026 Private Advisor Group LLC34,075$2.87M0.0%-15.4%0.048%
2/17/2026&PARTNERS49,808$4.20M0.0%+3.0%0.070%
2/17/2026Royal Bank of Canada707,460$59.63M0.0%+3.9%0.999%
2/17/2026Temasek Holdings Private Ltd1,989,001$167.65M0.5%+86.1%2.809%
2/16/2026 MML Investors Services LLC6,309$532K0.0%-5.3%0.009%
2/16/2026Mariner LLC8,330$702K0.0%+46.5%0.012%
2/16/2026Niles Investment Management LLC10,300$868K0.7%N/A0.015%
2/16/2026LM Advisors LLC337$28K0.0%-91.6%0.000%
2/16/2026Barclays PLC20,000$1.69M0.0%+206.8%0.028%
2/13/2026Arete Wealth Advisors LLC26,838$2.26M0.1%N/A0.038%
2/13/2026 Kestra Advisory Services LLC10,097$851K0.0%+90.8%0.014%
2/13/2026CreativeOne Wealth LLC9,358$789K0.0%-1.9%0.013%
2/13/2026Transamerica Financial Advisors LLC37,427$3.16M0.3%+0.9%0.053%
2/13/2026Marshall Wace LLP96,847$8.16M0.0%N/A0.137%
2/13/2026Smartleaf Asset Management LLC535$45K0.0%+970.0%0.001%
2/13/2026Morgan Stanley1,456,646$122.78M0.0%-10.7%2.057%
2/13/2026Headlands Technologies LLC5,646$476K0.0%N/A0.008%
2/13/2026Integrated Wealth Concepts LLC5,801$489K0.0%+11.2%0.008%
2/13/2026OpenArc Corporate Advisory LLC8,073$680K0.0%N/A0.011%
2/13/2026Itau Unibanco Holding S.A.25,584$2.17M0.1%+39.0%0.036%
2/13/2026Ieq Capital LLC5,961$502K0.0%+20.3%0.008%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC53,887$4.54M0.0%N/A0.076%
2/13/2026Polymer Capital Management HK LTD153,000$12.90M1.8%N/A0.216%
2/13/2026Wells Fargo & Company MN497,099$41.90M0.0%+15.9%0.702%
2/13/2026 Y Intercept Hong Kong Ltd49,233$4.15M0.1%N/A0.070%
2/13/2026Clal Insurance Enterprises Holdings Ltd2,262,000$190.66M1.2%-41.3%3.194%
2/13/2026Beck Capital Management LLC2,576$217K0.1%N/A0.004%
2/13/2026Summit Financial LLC12,422$1.05M0.0%N/A0.018%
2/12/2026 Hollencrest Capital Management674$57K0.0%N/A0.001%
2/12/2026HRT Financial LP32,186$2.71M0.0%-39.5%0.045%
2/12/2026 Commonwealth Equity Services LLC46,822$3.95M0.0%+125.1%0.066%
2/12/2026StoneX Group Inc.10,507$886K0.0%-8.3%0.015%
2/12/2026Renaissance Technologies LLC47,800$4.03M0.0%-29.0%0.068%
2/12/2026Ensign Peak Advisors Inc8,743$737K0.0%-10.9%0.012%
2/12/2026Marex Group plc9,882$833K0.0%N/A0.014%
2/12/2026 Steward Partners Investment Advisory LLC3,788$319K0.0%+73.5%0.005%
2/12/2026 Mosley Wealth Management3,532$298K0.1%N/A0.005%
2/12/2026Banco BTG Pactual S.A.65,000$5.48M0.9%-27.8%0.092%
2/12/2026Great Valley Advisor Group Inc.2,521$213K0.0%N/A0.004%
2/12/2026Keel Point LLC28,424$2.40M0.1%+10.2%0.040%
2/12/2026Group One Trading LLC8,646$729K0.0%+5.6%0.012%


KBWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 314 institutional investors and hedge funds held shares of Invesco KBW Bank ETF. The most heavily invested institutionals were Bank of America Corp DE ($967.07M), JPMorgan Chase & Co. ($772.60M), Fisher Asset Management LLC ($300.77M), Menora Mivtachim Holdings LTD. ($241.60M), Goldman Sachs Group Inc. ($239.17M), Clal Insurance Enterprises Holdings Ltd ($190.66M), and Migdal Insurance & Financial Holdings Ltd. ($182.38M).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 32,410,882 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

Of the 106 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 ($2.11M), Citigroup Inc. ($1.21M), Guardian Partners Inc. ($681.14K), Bank of America Corp DE ($663.84K), and UBS Group AG ($353.71K).

Institutional investors have sold a total of 15,044,954 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.


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This page (NASDAQ:KBWB) was last updated on 5/10/2026 by MarketBeat.com Staff.
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