NASDAQ:KBWB

Invesco KBW Bank ETF Institutional Ownership

$67.32
-0.08 (-0.12 %)
(As of 05/6/2021 02:45 PM ET)
Add
Today's Range
$66.88
$67.70
50-Day Range
$59.62
$66.70
52-Week Range
$31.15
$67.61
Volume35,926 shs
Average Volume1.15 million shs
Market Capitalization$2.82 billion
P/E RatioN/A
Dividend Yield1.87%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


Invesco KBW Bank ETF (NASDAQ KBWB) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/6/2021Clearview Wealth Advisors LLC2,405$0.15M0.1%-56.4%0.006%
5/6/2021WP Advisors LLC217,003$13.43M5.8%+17.5%0.518%
5/6/2021Meitav Dash Investments Ltd.25,555$1.58M0.0%N/A0.061%
5/5/2021Magnus Financial Group LLC6,835$0.42M0.1%+27.5%0.017%
5/4/2021Envestnet Asset Management Inc.118,654$7.34M0.0%+1,289.4%0.287%
5/4/2021Commonwealth Equity Services LLC39,986$2.47M0.0%+133.9%0.097%
5/3/2021Flagship Harbor Advisors LLC14,161$0.88M0.1%N/A0.034%
5/3/2021Macroview Investment Management LLC27,541$1.71M2.4%+4.3%0.067%
5/3/2021Dumont & Blake Investment Advisors LLC4,556$0.28M0.1%N/A0.011%
4/30/2021Granger Management LLC35,764$2.21M0.3%N/A0.087%
4/28/2021Park Avenue Securities LLC3,267$0.20M0.0%N/A0.008%
4/27/2021Janney Montgomery Scott LLC35,612$2.20M0.0%+299.2%0.093%
4/26/2021Bank Hapoalim BM182,719$11.31M1.4%-54.1%0.477%
4/23/2021Access Financial Services Inc.29,499$1.83M0.9%N/A0.076%
4/22/2021SOL Capital Management CO341,008$21.11M4.5%+0.6%0.875%
4/22/2021Rockland Trust Co.111,311$6.89M0.5%-3.0%0.286%
4/22/2021Private Advisor Group LLC6,772$0.42M0.0%N/A0.017%
4/20/2021Great Valley Advisor Group Inc.15,876$0.98M0.1%N/A0.041%
4/19/2021Aspireon Wealth Advisors70,000$4.50M3.9%-10.9%0.179%
4/16/2021Accredited Investors Inc.423,433$26.21M3.5%+1.3%1.100%
4/15/2021Valicenti Advisory Services Inc.64,935$4.02M1.2%N/A0.169%
4/14/2021Secure Asset Management LLC3,379$0.21M0.1%N/A0.009%
4/9/2021Farmers Trust Co.5,291$0.33M0.1%N/A0.015%
4/6/2021Carroll Financial Associates Inc.1,668$0.10M0.0%N/A0.005%
4/5/2021Advocacy Wealth Management Services LLC273,385$17.06M3.4%-13.3%0.747%
4/1/2021Red Spruce Capital LLC27,475$1.70M1.1%+5.0%0.074%
3/4/2021Navis Wealth Advisors LLC6,900$0.35M0.3%N/A0.018%
2/23/2021Aspireon Wealth Advisors78,600$3.90M3.9%N/A0.215%
2/19/2021JPMorgan Chase & Co.85,374$4.30M0.0%-95.7%0.242%
2/18/2021Truist Financial Corp87,118$4.39M0.0%-6.3%0.247%
2/17/2021Jane Street Group LLC4,777$0.24M0.0%-44.0%0.014%
2/17/2021Cetera Advisors LLC70,694$3.56M0.1%+71.6%0.211%
2/16/2021Morgan Stanley1,354,828$68.26M0.0%+6.6%4.038%
2/16/2021Morningstar Investment Management LLC112,954$5.68M0.6%-16.4%0.337%
2/12/2021Stifel Financial Corp159,650$8.04M0.0%+54.8%0.476%
2/12/2021Raymond James Financial Services Advisors Inc.76,996$3.88M0.0%+2.3%0.227%
2/12/2021LPL Financial LLC116,972$5.89M0.0%+23.3%0.345%
2/11/2021Accredited Investors Inc.418,160$21.07M3.5%+0.3%1.240%
2/10/2021D.A. Davidson & CO.5,052$0.26M0.0%-9.3%0.015%
2/10/2021Level Four Advisory Services LLC4,620$0.23M0.0%N/A0.014%
2/10/2021Equity Investment Corp18,947$0.96M0.0%N/A0.056%
2/9/2021Wells Fargo & Company MN292,756$14.75M0.0%+2.0%0.866%
2/9/2021Varma Mutual Pension Insurance Co8,261,715$415.56M7.3%+1,855.0%24.192%
2/9/2021Sigma Planning Corp44,918$2.26M0.1%+49.6%0.132%
2/9/2021Blair William & Co. IL47,270$2.38M0.0%+57.2%0.138%
2/8/2021Lido Advisors LLC8,867$0.45M0.0%N/A0.026%
2/8/2021Parsons Capital Management Inc. RI22,466$1.13M0.1%+4.5%0.066%
2/8/2021Resources Investment Advisors LLC.14,413$0.73M0.0%N/A0.042%
2/8/2021Jacobi Capital Management LLC500$25K0.0%N/A0.001%
2/6/2021Magnus Financial Group LLC5,360$0.27M0.0%N/A0.016%
2/5/2021Koshinski Asset Management Inc.14,547$1.43M0.1%-48.6%0.041%
2/5/2021Ropes Wealth Advisors LLC1,160$58K0.0%N/A0.003%
2/5/2021Laurel Wealth Advisors LLC750$38K0.0%-21.1%0.002%
2/4/2021Nottingham Advisors Inc.6,501$0.33M0.0%-59.9%0.019%
2/3/2021Bank Hapoalim BM398,018$20.05M2.8%+178.6%1.171%
2/2/2021Addison Advisors LLC17,815$0.90M0.9%N/A0.057%
1/29/2021Macroview Investment Management LLC26,412$1.33M2.0%+0.9%0.086%
1/27/2021Usca Ria LLC52,403$2.64M0.2%+6.7%0.162%
1/27/2021WP Advisors LLC184,652$9.30M4.5%+29.5%0.571%
1/25/2021V Wealth Advisors LLC10,554$0.53M0.1%N/A0.033%
1/25/2021Janney Montgomery Scott LLC8,920$0.45M0.0%+16.2%0.028%
1/22/2021SOL Capital Management CO338,928$17.08M4.0%+3.6%1.051%
1/21/2021Clearview Wealth Advisors LLC5,516$0.28M0.2%N/A0.017%
1/21/2021Altfest L J & Co. Inc.301,267$15.18M3.7%+26.2%0.935%
1/6/2021Advocacy Wealth Management Services LLC315,381$15.89M2.4%-7.7%1.182%
1/4/2021Red Spruce Capital LLC26,177$1.32M0.9%+2.0%0.098%
1/4/2021Rockland Trust Co.114,710$5.78M0.4%-8.5%0.431%
12/1/2020Nottingham Advisors Inc.16,217$0.63M0.1%-73.5%0.061%
11/17/2020Jane Street Group LLC8,527$0.32M0.0%-46.2%0.037%
11/16/2020Two Sigma Securities LLC5,599$0.21M0.0%N/A0.025%
11/13/2020Morgan Stanley1,270,659$47.64M0.0%+101.4%5.622%
11/13/2020Truist Financial Corp92,928$3.48M0.0%-6.9%0.411%
11/13/2020Cetera Advisors LLC41,195$1.54M0.1%+224.4%0.181%
11/12/2020JPMorgan Chase & Co.1,989,784$73.62M0.0%+161.6%8.766%
11/10/2020Westwood Holdings Group Inc.6,875$0.26M0.0%N/A0.035%
11/10/2020State Street Corp12,685$0.48M0.0%N/A0.064%
11/9/2020LPL Financial LLC94,890$3.56M0.0%+84.9%0.478%
11/6/2020Blair William & Co. IL30,064$1.13M0.0%+26,271.9%0.152%
11/6/2020Wharton Business Group LLC1,386,481$51.98M4.8%-3.3%6.999%
11/5/2020Accredited Investors Inc.417,084$15.64M3.3%+2.0%2.105%
11/5/2020Wells Fargo & Company MN287,143$10.77M0.0%-6.1%1.580%
11/4/2020Raymond James Financial Services Advisors Inc.75,234$2.82M0.0%+20.4%0.421%
11/4/2020CORDA Investment Management LLC.220,907$8.28M0.9%N/A1.235%
11/3/2020Sigma Planning Corp30,032$1.13M0.0%+65.0%0.168%
11/2/2020D.A. Davidson & CO.5,567$0.21M0.0%-25.8%0.031%
10/29/2020Northeast Financial Consultants Inc9,232$0.35M0.0%-37.1%0.051%
10/29/2020Altfest L J & Co. Inc.238,696$8.95M2.4%N/A1.330%
10/27/2020Usca Ria LLC49,111$1.84M0.1%+98.6%0.274%
10/26/2020Nottingham Advisors Inc.16,217$376.84M0.3%-73.5%0.090%
10/23/2020SOL Capital Management CO327,294$12.27M3.4%+10.3%1.823%
10/23/2020Macroview Investment Management LLC26,178$0.98M1.7%N/A0.146%
10/21/2020Ledyard National Bank41,508$1.56M0.2%-19.4%0.246%
10/16/2020WP Advisors LLC142,630$5.35M3.2%+223.0%0.857%
10/8/2020Exane Derivatives2,570$96K0.0%N/A0.014%
10/8/2020Rockland Trust Co.125,395$4.70M0.4%-12.6%0.676%
10/6/2020Exane Derivatives2,570$96K0.0%N/A0.014%
10/2/2020Red Spruce Capital LLC25,673$0.96M0.8%N/A0.137%
10/2/2020Advocacy Wealth Management Services LLC341,848$12.88M2.1%+180.2%1.818%
8/19/2020Laidlaw Wealth Management LLC19,409$0.74M0.4%-2.2%0.108%
8/17/2020Jane Street Group LLC15,848$0.61M0.0%N/A0.088%
(Data available from 1/1/2016 forward)

This page was last updated on 5/6/2021 by MarketBeat.com Staff
MarketBeat - Stock Market News and Research Tools logo

MarketBeat empowers individual investors to make better trading decisions by providing real-time financial data and objective market analysis. Whether you’re looking for analyst ratings, corporate buybacks, dividends, earnings, economic reports, financials, insider trades, IPOs, SEC filings or stock splits, MarketBeat has the objective information you need to analyze any stock. Learn more.

MarketBeat is accredited by the Better Business Bureau

© American Consumer News, LLC dba MarketBeat® 2010-2021. All rights reserved.
326 E 8th St #105, Sioux Falls, SD 57103 | U.S. Based Support Team at [email protected] | (844) 978-6257
MarketBeat does not provide personalized financial advice and does not issue recommendations or offers to buy stock or sell any security. Learn more.

Our Accessibility Statement | Terms of Service | Do Not Sell My Information

© 2021 Market data provided is at least 10-minutes delayed and hosted by Barchart Solutions. Information is provided 'as-is' and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use please see disclaimer. Fundamental company data provided by Zacks Investment Research. As a bonus to opt-ing into our email newsletters, you will also get a free subscription to the Liberty Through Wealth e-newsletter. You can opt out at any time.