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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$90.17 +0.53 (+0.59%)
Closing price 11/13/2026 04:00 PM Eastern
Extended Trading
$90.18 +0.01 (+0.01%)
As of 11/13/2026 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.
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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)
$1.87B
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$1.03B
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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
11/14/2026Marshall Wace LLP169,144$14.75M0.0%+1,983.1%0.228%
11/13/2026Tiff Advisory Services LLC516,150$45.02M10.1%+0.9%0.697%
11/12/2026 Benjamin Edwards Inc.15,555$1.36M0.0%N/A0.021%
11/11/2026 Edmond DE Rothschild Holding S.A.697,517$60.84M0.8%+6.2%0.942%
11/11/2026 Private Advisor Group LLC31,865$2.78M0.0%N/A0.042%
11/11/2026 Independent Advisor Alliance13,011$1.17M0.0%-13.3%0.017%
11/10/2026 Composition Wealth LLC8,072$704K0.0%N/A0.011%
11/10/2026 Global Retirement Partners LLC7,295$636K0.0%-1.5%0.010%
11/10/2026 Cibc World Market Inc.3,754$327K0.0%N/A0.005%
11/10/2026 Vermillion & White Wealth Management Group LLC52,922$4.62M2.3%-7.5%0.070%
11/10/2026 HighTower Advisors LLC30,399$2.65M0.0%N/A0.040%
11/10/2026 Wharton Business Group LLC1,725,072$150.48M5.2%N/A2.289%
11/10/2026 Western Wealth Management LLC5,364$468K0.0%N/A0.007%
11/9/2026 Harbour Investments Inc.10,914$952K0.0%+121.1%0.014%
11/9/2026 IFG Advisory LLC1,184$103K0.0%+34.4%0.002%
11/9/2026 Migdal Insurance & Financial Holdings Ltd.3,094,750$269.96M1.7%N/A4.107%
11/6/2026 10Elms LLP339$30K0.0%N/A0.000%
11/6/2026 ProVise Management Group LLC36,534$3.19M0.2%N/A0.048%
11/6/2026 Fisher Asset Management LLC4,345,132$379.03M0.1%N/A5.666%
11/6/2026 Fifth Third Bancorp8,017$699K0.0%-2.3%0.010%
11/6/2026 CVS HEALTH Corp40,000$3.49M0.8%N/A0.052%
11/5/2026 Advisor Resource Council16,671$1.46M0.5%+72.7%0.022%
11/5/2026 Ritholtz Wealth Management2,380$208K0.0%N/A0.003%
11/5/2026 Jacobi Capital Management LLC1,065$93K0.0%N/A0.001%
11/5/2026 Csenge Advisory Group53,131$4.64M0.2%N/A0.070%
11/4/2026 Simplex Trading LLC30,400$2.65M0.0%-343.2%0.040%
11/4/2026 Leuthold Group LLC6,339$553K0.1%-8.5%0.008%
11/4/2026 Allspring Global Investments Holdings LLC5,138$447K0.0%+51,280.0%0.007%
11/3/2026 StoneX Group Inc.15,112$1.35M0.0%N/A0.020%
11/2/2026 Kestra Advisory Services LLC63,102$5.50M0.0%+21.8%0.084%
11/2/2026 Commonwealth Equity Services LLC21,925$1.91M0.0%N/A0.029%
10/31/2026 Chicago Partners Investment Group LLC3,446$302K0.0%N/A0.005%
10/30/2026 RFG Holdings Inc.193,222$15.98M2.8%+7.8%0.260%
10/30/2026 Integrity Alliance LLC.25,966$2.27M0.1%N/A0.035%
10/29/2026 Bank Julius Baer & Co. Ltd Zurich7,000$611K0.0%N/A0.010%
10/29/2026 Sumitomo Mitsui Trust Group Inc.56,554$4.93M0.0%-4.1%0.080%
10/28/2026 Choreo LLC3,014$263K0.0%+9.8%0.004%
10/27/2026 Lynx Investment Advisory2,484$217K0.1%+7.8%0.003%
10/27/2026 Latitude Advisors LLC1,908$166K0.1%N/A0.003%
10/26/2026 Oppenheimer & Co. Inc.27,948$2.44M0.0%N/A0.039%
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10/26/2026 Blume Capital Management Inc.400$35K0.0%N/A0.001%
10/24/2026 Financial Management Professionals Inc.10,567$922K0.1%N/A0.015%
10/23/2026 Simplicity Wealth LLC2,669$233K0.0%-26.0%0.004%
10/23/2026 Sowell Financial Services LLC16,987$1.48M0.0%+5.4%0.024%
10/22/2026 Ledyard National Bank228,501$19.93M1.6%-2.5%0.322%
10/22/2026 FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,976$260K0.1%N/A0.004%
10/21/2026 Magnus Financial Group LLC24,843$2.17M0.1%+3.4%0.035%
10/21/2026 Fifth Third Securities Inc.2,745$239K0.0%-78.1%0.004%
10/21/2026 Sowell Financial Services LLC16,987$1.48M0.0%+5.4%0.024%
10/21/2026 Oregon Pacific Wealth Management LLC16,063$1.40M1.3%+33.0%0.023%
10/19/2026 Crown Wealth Group LLC37,909$3.31M0.8%+1,244.3%0.054%
10/17/2026 Robertson Stephens Wealth Management LLC13,301$1.16M0.0%+1.6%0.019%
10/16/2026 Vontobel Holding Ltd.17,570$1.53M0.0%N/A0.025%
10/16/2026 Banque Pictet & Cie SA14,500$1.27M0.0%N/A0.021%
10/16/2026 Annex Advisory Services LLC811,651$70.80M1.2%N/A1.159%
10/16/2026 Quattro Financial Advisors LLC41,877$3.65M0.8%-45.9%0.060%
10/15/2026 AdvisorNet Financial Inc35,573$3.04M0.1%+162.4%0.051%
10/14/2026 Krilogy Financial LLC3,943$347K0.0%-31.3%0.006%
10/10/2026 Valley Wealth Managers Inc.134,591$11.74M0.6%+32.1%0.190%
10/9/2026 Hardin Capital Partners LLC2,757$241K0.1%N/A0.004%
10/8/2026 Farther Finance Advisors LLC20,523$1.79M0.0%-23.4%0.029%
10/8/2026 City Center Advisors LLC11,732$1.02M0.8%+36.9%0.017%
10/8/2026 Ayalon Insurance Comp Ltd.172,700$15.07M1.3%+596.4%0.243%
10/8/2026 Puff Wealth Management LLC13,796$1.20M1.1%+12.7%0.019%
10/7/2026 Elm3 Financial Group LLC3,404$297K0.2%N/A0.005%
10/6/2026 Central Pacific Bank Trust Division36,260$3.16M0.3%+56.6%0.051%
10/5/2026 Eastern Bank20,152$1.76M0.0%N/A0.029%
10/5/2026 Rockland Trust Co.11,152$973K0.0%N/A0.016%
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%
9/9/2026 RFG Advisory LLC3,667$341K0.0%-20.2%0.005%
9/9/2026Baird Financial Group Inc.65,621$6.10M0.0%N/A0.093%
9/8/2026 Allworth 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%
8/24/2026 Carlson Financial Inc.2,690$250K0.1%N/A0.004%
8/22/2026XP Advisory US Inc.54,941$5.11M2.8%N/A0.078%
8/22/2026 Compass 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%
8/12/2026 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%
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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%
6/15/2026 J. 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%
5/20/2026 Hobbs 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%
5/18/2026 Guardian Partners Inc.117,400$9.29M0.8%-15.2%0.186%


KBWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 330 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 ($379.03M), Migdal Insurance & Financial Holdings Ltd. ($269.96M), Menora Mivtachim Holdings LTD. ($241.60M), Goldman Sachs Group Inc. ($239.17M), and Wharton Business Group LLC ($150.48M).Learn more on Invesco KBW Bank ETF's institutional investors.

Of the 288 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. ($8.69M), Fisher Asset Management LLC ($5.56M), Harel Insurance Investments & Financial Services Ltd. ($4.18M), Clal Insurance Enterprises Holdings Ltd ($4.09M), Menora Mivtachim Holdings LTD. ($3.09M), and Temasek Holdings Private Ltd ($2.82M).

Institutional investors have bought a total of 21,931,274 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Of the 80 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), Clal Insurance Enterprises Holdings Ltd ($2.44M), Migdal Insurance & Financial Holdings Ltd. ($1.53M), Bank of America Corp DE ($1.41M), Temasek Holdings Private Ltd ($884.14K), Guardian Partners Inc. ($463.92K), and Royal Bank of Canada ($456.87K).

Institutional investors have sold a total of 12,472,579 shares in the last 24 months. This volume of shares sold represents approximately $1.03B 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 11/14/2026. New 13F filings are added each quarter as they're published.
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