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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$95.59 +0.81 (+0.85%)
As of 02:51 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)
181
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$1.33B
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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
8/21/2026 Tranquilli Financial Advisor LLC4,192$390K0.2%-26.7%0.006%
8/20/2026 Quantitative Investment Management LLC59,842$5.56M0.6%N/A0.085%
8/12/2026 Compass Financial Management LLC6,438$617K0.1%N/A0.009%
8/7/2026 Trust Co. of Vermont1,392$129K0.0%N/A0.002%
7/10/2026 Annex Advisory Services LLC756,328$70.32M1.2%+94.4%1.074%
7/10/2026 Wealthcare Advisory Partners LLC87,489$8.14M0.2%+1.0%0.124%
7/8/2026 MRA Advisory Group2,435$226K0.1%N/A0.003%
7/8/2026 Rockland Trust Co.11,070$1.03M0.0%-4.7%0.016%
7/8/2026 Puff Wealth Management LLC12,236$1.14M1.2%N/A0.017%
7/8/2026 FNY Investment Advisers LLC1,120$104K0.0%N/A0.002%
7/7/2026 Central Pacific Bank Trust Division23,155$2.15M0.2%N/A0.033%
7/7/2026 City Center Advisors LLC8,567$797K0.6%+2.3%0.012%
7/1/2026 Eastern Bank20,402$1.90M0.0%+25.6%0.032%
6/22/2026 Sapient Capital LLC2,779$220K0.0%-28.4%0.004%
6/15/2026J. R. Prunier Capital Management LLC6,814$539K0.2%+15.5%0.011%
6/3/2026 NewEdge Advisors LLC3,453$273K0.0%-24.4%0.005%
6/1/2026 Keel Point LLC16,109$1.28M0.1%-43.3%0.026%
5/20/2026 Hobbs Group Advisors LLC42,546$3.37M1.0%+12.2%0.067%
5/19/2026 NewEdge Advisors LLC2,768$219K0.0%-39.4%0.004%
5/19/2026 Bank of America Corp DE11,394,678$901.55M0.1%-7.6%18.058%
5/18/2026 Guardian Partners Inc.117,400$9.29M0.8%-15.2%0.186%
5/18/2026 Royal Bank of Canada250,587$19.83M0.0%-64.6%0.397%
5/16/2026 Quantinno Capital Management LP40,003$3.17M0.0%-5.3%0.063%
5/15/2026 Quadcap Wealth Management LLC51,094$4.04M0.5%-9.7%0.081%
5/15/2026 Waverly Advisors LLC3,491$276K0.0%+15.8%0.006%
5/14/2026 Group One Trading LLC1,727$137K0.0%-80.0%0.003%
5/13/2026 Cetera Investment Advisers145,619$11.52M0.0%-6.6%0.231%
5/13/2026 Measured Wealth Private Client Group LLC7,680$608K0.2%+68.0%0.012%
5/13/2026 NewEdge Wealth LLC26,958$2.13M0.0%-9.5%0.043%
5/12/2026 Clal Insurance Enterprises Holdings Ltd1,421,000$112.43M0.7%-37.2%2.252%
5/12/2026 Temasek Holdings Private Ltd1,104,862$87.42M0.3%-44.5%1.751%
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%
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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%
3/17/2026 Rockefeller 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%
3/12/2026 Nalls 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%
2/18/2026 Mercer Global Advisors Inc. ADV3,282$277K0.0%N/A0.005%
2/18/2026 Vermillion & White Wealth Management Group LLC52,187$4.42M2.4%+4.3%0.074%
2/18/2026 NewEdge Advisors LLC4,570$385K0.0%-17.8%0.006%
2/18/2026 XTX Topco Ltd6,517$549K0.0%+112.7%0.009%
2/18/2026 Ulysses Management LLC19,000$1.60M0.3%+90.0%0.027%
2/18/2026 VestGen Advisors LLC2,468$208K0.0%N/A0.003%
2/18/2026 Tudor Investment Corp ET AL62,514$5.27M0.0%N/A0.088%
2/18/2026 Gotham Asset Management LLC17,221$1.45M0.0%+72.2%0.024%
2/17/2026 Cetera Investment Advisers155,860$13.14M0.0%+0.7%0.220%
2/17/2026 Guardian Partners Inc.138,400$11.67M1.0%-76.2%0.195%
2/17/2026 Equitable Holdings Inc.5,692$480K0.0%-26.5%0.008%
2/17/2026 FIL Ltd456,577$38.65M0.0%+33.0%0.645%
2/17/2026 Fairscale Capital LLC3,538$298K0.2%-12.5%0.005%
2/17/2026 Regal Investment Advisors LLC3,213$271K0.0%N/A0.005%
2/17/2026 Quantitative Investment Management LLC110,410$9.31M0.9%N/A0.156%
2/17/2026 Osaic Holdings Inc.722,840$60.93M0.1%-1.8%1.021%
2/17/2026 Tower Research Capital LLC TRC 9,644$813K0.0%-85.7%0.014%
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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%
2/17/2026 Royal Bank of Canada707,460$59.63M0.0%+3.9%0.999%
2/17/2026 Temasek 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%
2/16/2026 Mariner LLC8,330$702K0.0%+46.5%0.012%
2/16/2026 Niles Investment Management LLC10,300$868K0.7%N/A0.015%
2/16/2026 LM Advisors LLC337$28K0.0%-91.6%0.000%
2/16/2026 Barclays PLC20,000$1.69M0.0%+206.8%0.028%
2/13/2026 Arete Wealth Advisors LLC26,838$2.26M0.1%N/A0.038%


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 ($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 271 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 19,424,897 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

Of the 90 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 16,254,090 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 8/21/2026. New 13F filings are added each quarter as they're published.
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