Free Trial
→ [No Brainer Gold Play]: “Show me a better investment.” (From Golden Portfolio) (Ad) Free KBWB Stock Alerts

Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$73.53 -0.39 (-0.53%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$73.54 +0.02 (+0.02%)
As of 07/11/2025 07:59 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 Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$307.89M
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.

Skip Chart & View Institutional Buying and Selling Data

KBWB Institutional Buying and Selling by Quarter

Invesco KBW Bank ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Farther Finance Advisors LLC1,243$89K0.0%-83.8%0.002%
7/10/2025 Rockland Trust Co.15,335$1.10M0.1%-7.5%0.023%
7/10/2025 RFG Holdings Inc.197,378$14.14M4.1%-1.6%0.300%
7/8/2025 Juncture Wealth Strategies LLC28,572$2.05M0.7%+106.9%0.044%
7/3/2025 City Center Advisors LLC7,777$557K0.6%+1.8%0.013%
7/2/2025 Central Pacific Bank Trust Division52,890$3.79M0.5%+87.1%0.091%
6/4/2025 First Hawaiian Bank31,686$1.99M0.1%N/A0.055%
5/16/2025Guardian Partners Inc.64,801$3.81M0.4%-76.5%0.112%
5/16/2025Goldman Sachs Group Inc.2,240,028$140.61M0.0%+306.5%3.858%
5/16/2025Jones Financial Companies Lllp6,630$416K0.0%+130.5%0.011%
5/16/2025Temasek Holdings Private Ltd831,238$52.18M0.2%N/A1.432%
5/16/2025NewEdge Advisors LLC3,993$251K0.0%-12.9%0.007%
5/16/2025Integrated Wealth Concepts LLC5,115$321K0.0%-3.2%0.009%
5/16/2025Edmond DE Rothschild Holding S.A.150,839$9.47M0.2%+502,696.7%0.260%
5/15/2025Federation des caisses Desjardins du Quebec16,571$1.04M0.0%-12.3%0.029%
5/15/2025Cubist Systematic Strategies LLC119,913$7.53M0.0%+1,145.8%0.207%
5/15/2025Royal Bank of Canada470,992$29.56M0.0%-2.1%0.811%
5/15/2025Baird Financial Group Inc.26,383$1.66M0.0%N/A0.045%
5/15/2025Aragon Global Management LP8,650$543K0.2%-89.5%0.015%
5/15/2025Itau Unibanco Holding S.A.75,455$4.74M0.2%N/A0.130%
5/15/2025BNP Paribas Financial Markets467,530$29.35M0.0%+198.8%0.805%
5/14/2025Transamerica Financial Advisors LLC46,862$2.94M0.3%+2.5%0.081%
5/14/2025Ieq Capital LLC3,194$201K0.0%N/A0.006%
5/14/2025CreativeOne Wealth LLC8,953$562K0.0%N/A0.015%
5/14/2025Quadcap Wealth Management LLC55,145$3.46M0.5%N/A0.095%
5/14/2025Comerica Bank1,189$75K0.0%+58.3%0.002%
5/14/2025Walleye Capital LLC6,210$390K0.0%N/A0.011%
5/14/2025Quantitative Investment Management LLC31,432$1.97M0.2%N/A0.054%
5/14/2025Northwestern Mutual Wealth Management Co.6,973$438K0.0%+303.1%0.012%
5/14/2025Compound Planning Inc.5,629$353K0.0%N/A0.010%
5/14/2025Hobbs Group Advisors LLC19,754$1.24M0.5%N/A0.034%
5/14/2025CW Advisors LLC955,843$60.00M0.7%-2.1%1.646%
5/14/2025Flow Traders U.S. LLC21,292$1.34M0.1%N/A0.037%
5/14/2025PGIM Custom Harvest LLC42,132$2.65M0.1%-7.4%0.073%
5/14/2025Banco BTG Pactual S.A.132,600$8.32M2.1%N/A0.228%
5/14/2025Nan Shan Life Insurance Co. Ltd.99,650$6.26M0.1%N/A0.172%
5/14/2025Fairscale Capital LLC3,982$250K0.2%-10.5%0.007%
5/14/2025Quantbot Technologies LP23,283$1.46M0.0%N/A0.040%
5/13/2025Raymond James Financial Inc.141,806$8.90M0.0%+25.1%0.244%
5/13/2025Menora Mivtachim Holdings LTD.1,488,000$93.40M0.6%N/A2.563%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/13/2025Philadelphia Trust Co.10,000$628K0.1%N/A0.017%
5/13/2025Horizon Investments LLC381,688$23.96M0.7%-2.6%0.657%
5/13/2025Clal Insurance Enterprises Holdings Ltd3,545,000$222.52M2.3%+20.2%6.106%
5/13/2025Anfield Capital Management LLC60,275$3.78M1.4%N/A0.104%
5/13/2025HighTower Advisors LLC28,566$1.79M0.0%+387.2%0.049%
5/13/2025Delos Wealth Advisors LLC34,023$2.14M1.7%+0.5%0.059%
5/12/2025Tranquilli Financial Advisor LLC4,725$297K0.2%+9.4%0.008%
5/12/2025WP Advisors LLC92,475$5.81M1.9%+0.2%0.159%
5/12/2025Simplex Trading LLC23,837$1.50M0.0%+326.4%0.041%
5/12/2025Citigroup Inc.106,316$6.67M0.0%-86.4%0.183%
5/9/2025Headlands Technologies LLC2,192$138K0.0%N/A0.004%
5/9/2025Altfest L J & Co. Inc.4,948$311K0.0%-88.4%0.009%
5/9/2025Wharton Business Group LLC1,796,164$112.81M5.1%-0.2%3.094%
5/9/2025Atria Wealth Solutions Inc.9,921$623K0.0%-3.3%0.017%
5/9/2025Blair William & Co. IL32,136$2.02M0.0%-8.3%0.055%
5/9/2025Argent Trust Co3,700$232K0.0%N/A0.006%
5/8/2025ProVise Management Group LLC45,042$2.83M0.2%-3.7%0.078%
5/8/2025Jefferies Financial Group Inc.27,530$1.73M0.0%-6.3%0.047%
5/8/2025US Bancorp DE2,352$148K0.0%+7,250.0%0.004%
5/7/2025Foundations Investment Advisors LLC195,221$12.25M0.2%N/A0.337%
5/7/2025Avalon Capital Management28,052$1.76M0.5%-22.8%0.048%
5/7/2025LPL Financial LLC384,791$24.15M0.0%+11.0%0.663%
5/7/2025Investment Management Corp VA ADV12,642$794K0.7%+4.2%0.022%
5/7/2025Valley Wealth Managers Inc.219,985$13.81M1.0%+3.9%0.379%
5/7/2025GLOBALT Investments LLC GA9,722$610K0.0%-9.9%0.017%
5/6/2025Cetera Investment Advisers135,781$8.52M0.0%+4.9%0.234%
5/6/2025WESPAC Advisors SoCal LLC19,130$1.20M0.3%N/A0.033%
5/6/2025Accredited Investors Inc.3,544$222K0.0%-40.2%0.006%
5/6/2025Advocacy Wealth Management Services LLC46,531$2.92M0.2%+630.0%0.080%
5/5/2025Hazlett Burt & Watson Inc.23,057$1.45M0.7%+17.6%0.040%
5/5/2025Csenge Advisory Group107,560$6.75M0.4%N/A0.185%
5/5/2025Private Advisor Group LLC27,163$1.71M0.0%+287.6%0.047%
5/5/2025Migdal Insurance & Financial Holdings Ltd.3,395,000$213.10M3.0%+27.1%5.853%
5/2/2025Whittier Trust Co. of Nevada Inc.436$27K0.0%N/A0.001%
5/1/2025CWM LLC3,344$210K0.0%-13.1%0.006%
5/1/2025Stephens Inc. AR82,080$5.15M0.1%-0.3%0.142%
5/1/2025Park Square Financial Group LLC958$60K0.0%N/A0.002%
4/30/2025Cerity Partners LLC5,079$319K0.0%-10.1%0.009%
4/29/2025U.S. Capital Wealth Advisors LLC16,539$1.04M0.0%-1.9%0.029%
4/29/2025Envestnet Asset Management Inc.146,520$9.20M0.0%+63.8%0.254%
4/29/2025Quattro Financial Advisors LLC45,159$2.84M1.0%+86.9%0.078%
4/29/2025Bank of New York Mellon Corp91,259$5.73M0.0%+6.6%0.158%
4/29/2025Harel Insurance Investments & Financial Services Ltd.2,272,620$142.65M1.9%+266.3%3.938%
4/29/2025OneDigital Investment Advisors LLC5,932$372K0.0%+41.5%0.010%
4/28/2025Principal Financial Group Inc.71,816$4.51M0.0%N/A0.124%
4/28/2025Private Trust Co. NA685$43K0.0%+61.2%0.001%
4/28/2025Summit Trail Advisors LLC672,954$42.24M1.4%+119.5%1.166%
4/25/2025DSG Capital Advisors LLC5,708$358K0.1%+32.2%0.010%
4/24/2025Beacon Financial Advisory LLC14,164$889K0.3%-1.6%0.025%
4/23/2025SOL Capital Management CO284,068$17.83M2.0%-0.1%0.494%
Google did what!?!? (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
4/23/2025Ledyard National Bank280,529$17.61M1.7%-5.0%0.488%
4/22/2025Cambridge Investment Research Advisors Inc.25,740$1.62M0.0%+62.5%0.045%
4/22/2025Masso Torrence Wealth Management Inc.28,073$1.76M0.9%N/A0.049%
4/22/2025Advisor Resource Council49,208$3.09M0.2%N/A0.086%
4/21/2025Envestnet Portfolio Solutions Inc.23,654$1.49M0.0%+66.0%0.041%
4/17/2025Robertson Stephens Wealth Management LLC10,024$629K0.0%-4.6%0.017%
4/17/2025Good Life Advisors LLC62,462$3.92M0.3%-7.5%0.109%
4/16/2025 RFG Holdings Inc.200,652$12.60M4.1%+5.2%0.350%
4/16/2025 Rockland Trust Co.16,585$1.04M0.1%-5.0%0.029%
4/15/2025Axecap Investments LLC10,108$634K0.5%N/A0.018%
(Data available from 1/1/2016 forward)

KBWB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBWB shares?

During the previous two years, 222 institutional investors and hedge funds held shares of Invesco KBW Bank ETF. The most heavily invested institutionals were Bank of America Corp DE ($501.90M), Varma Mutual Pension Insurance Co ($232.42M), Clal Insurance Enterprises Holdings Ltd ($222.52M), Migdal Insurance & Financial Holdings Ltd. ($213.10M), Fisher Asset Management LLC ($182.49M), Harel Insurance Investments & Financial Services Ltd. ($142.65M), and Goldman Sachs Group Inc. ($140.61M).Learn more on Invesco KBW Bank ETF's institutional investors.

Which institutional investors have been buying Invesco KBW Bank ETF's stock?

Of the 191 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: Varma Mutual Pension Insurance Co ($4.97M), Menora Mivtachim Holdings LTD. ($3.47M), Migdal Insurance & Financial Holdings Ltd. ($3.39M), Clal Insurance Enterprises Holdings Ltd ($3.29M), Harel Insurance Investments & Financial Services Ltd. ($2.27M), Goldman Sachs Group Inc. ($1.69M), and BNP Paribas Financial Markets ($1.68M).

How much institutional buying is happening at Invesco KBW Bank ETF?

Institutional investors have bought a total of 20,786,286 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

Which of Invesco KBW Bank ETF's major shareholders have been selling company stock?

Of the 69 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: JPMorgan Chase & Co. ($1.83M), Citigroup Inc. ($677.78K), BNP Paribas Financial Markets ($404.15K), WP Advisors LLC ($387.50K), Bank of America Corp DE ($298.95K), Bank of New York Mellon Corp ($273.07K), and Guardian Partners Inc. ($210.95K).

How much institutional selling is happening at Invesco KBW Bank ETF?

Institutional investors have sold a total of 4,953,820 shares in the last 24 months. This volume of shares sold represents approximately $307.89M in transactions.


Related Companies

This page (NASDAQ:KBWB) was last updated on 7/13/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored