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Invesco KBW Bank ETF (KBWB) Institutional Ownership

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(As of 04/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco KBW Bank ETF (NASDAQ:KBWB)

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$692.97M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$445.19M
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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
4/23/2024Raymond James Financial Services Advisors Inc.98,132$5.27M0.0%-10.6%0.346%
4/22/2024Parsons Capital Management Inc. RI14,616$784K0.1%-7.3%0.052%
4/18/2024Congress Wealth Management LLC DE 214,351$11.50M0.2%N/A0.759%
4/18/2024Miracle Mile Advisors LLC8,617$462K0.0%-7.6%0.031%
4/15/2024RFG Holdings Inc.177,868$9.55M4.0%+65.3%0.630%
4/11/2024 Rockland Trust Co.18,490$992K0.1%-2.5%0.066%
3/22/2024PNC Financial Services Group Inc.744$37K0.0%N/A0.002%
3/8/2024Trust Co. of Vermont616$30K0.0%+105.3%0.002%
3/5/2024Fisher Asset Management LLC1,593,175$78.37M0.0%+32.7%4.786%
3/1/2024Goldman Sachs Group Inc.617,236$30.36M0.0%-16.4%1.854%
2/20/2024GLOBALT Investments LLC GA13,068$643K0.0%N/A0.039%
2/14/2024Lighthouse Investment Partners LLC107,666$5.30M0.2%N/A0.323%
2/13/2024Stephens Inc. AR80,882$3.98M0.1%+13.0%0.243%
2/13/2024Point Break Capital Management LLC124,000$6.10M4.9%N/A0.372%
2/12/2024Fiduciary Trust Co25,530$1.26M0.0%-28.3%0.077%
2/9/2024ProVise Management Group LLC52,850$2.60M0.2%-2.9%0.159%
2/9/2024Citizens & Northern Corp9,601$472K0.2%N/A0.029%
2/9/2024Trexquant Investment LP6,861$337K0.0%N/A0.021%
2/9/2024Wells Fargo & Company MN494,060$24.30M0.0%+4.7%1.484%
2/9/2024UBS Group AG197,604$9.72M0.0%+7.8%0.594%
2/8/2024Beacon Pointe Advisors LLC6,594$324K0.0%-47.2%0.020%
2/8/2024Janney Montgomery Scott LLC10,168$500K0.0%+3.9%0.031%
2/7/2024BNP Paribas Financial Markets577,136$28.39M0.0%+302.2%1.734%
2/7/2024Accredited Investors Inc.7,519$370K0.0%-10.4%0.023%
2/7/2024Wharton Business Group LLC1,648,222$81.08M4.1%+34.3%4.951%
2/6/2024Spire Wealth Management603$29K0.0%-38.3%0.002%
2/6/2024Sapient Capital LLC12,779$629K0.0%N/A0.038%
2/6/2024M&T Bank Corp5,000$246K0.0%-32.3%0.015%
2/6/2024Fisher Asset Management LLC1,594,246$78.42M0.0%+32.8%4.789%
2/6/2024Robertson Stephens Wealth Management LLC4,623$227K0.0%-27.0%0.014%
2/6/2024Y.D. More Investments Ltd810$40K0.0%-26.4%0.002%
2/5/2024One Day In July LLC9,884$486K0.1%-2.5%0.030%
2/5/2024Ledyard National Bank343,839$16.91M1.7%-0.1%1.033%
2/2/2024Addison Advisors LLC23,753$1.17M0.5%+8.0%0.071%
2/2/2024Truist Financial Corp19,497$959K0.0%+1.4%0.059%
2/2/2024Simplex Trading LLC10,941$538K0.0%N/A0.033%
2/2/2024Atria Wealth Solutions Inc.11,816$581K0.0%-76.0%0.035%
2/2/2024Harvest Fund Management Co. Ltd4,211$207K0.0%-37.6%0.013%
1/31/2024WP Advisors LLC477,199$23.47M8.7%+3.4%1.476%
1/31/2024Migdal Insurance & Financial Holdings Ltd.1,170$58K0.0%-94.7%0.004%
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1/30/2024Octavia Wealth Advisors LLC4,713$232K0.0%-12.3%0.015%
1/30/2024RFG Holdings Inc.107,621$5.30M2.7%+13.5%0.333%
1/30/2024Capital Analysts LLC2,683$132K0.0%+6,779.5%0.008%
1/30/2024Harel Insurance Investments & Financial Services Ltd.780$38K0.0%-99.9%0.002%
1/29/2024Koshinski Asset Management Inc.17,872$879K0.1%+77.1%0.055%
1/29/2024Meitav Investment House Ltd.37,193$1.84M0.0%-0.9%0.115%
1/29/2024Sapient Capital LLC12,779$629K0.0%N/A0.040%
1/26/2024Cerity Partners LLC5,000$246K0.0%N/A0.015%
1/25/2024SOL Capital Management CO380,820$18.73M2.5%-0.4%1.178%
1/25/2024 International Assets Investment Management LLC39,352$1.94M0.0%N/A0.122%
1/25/2024Strategic Blueprint LLC5,101$251K0.0%-53.5%0.016%
1/25/2024Hazlett Burt & Watson Inc.10,345$510K0.3%N/A0.032%
1/24/2024 International Assets Investment Management LLC39,352$1.94M0.0%N/A0.122%
1/23/2024Dumont & Blake Investment Advisors LLC11,910$586K0.2%-1.8%0.037%
1/23/2024North Point Portfolio Managers Corp OH94,023$4.63M0.8%-30.9%0.291%
1/22/2024Parsons Capital Management Inc. RI15,766$776K0.1%-6.0%0.049%
1/22/2024Miracle Mile Advisors LLC9,325$459K0.0%-97.2%0.029%
1/22/2024Bank Hapoalim BM7,834$385K0.0%-96.1%0.024%
1/18/2024Global Retirement Partners LLC13,362$636K0.0%+6,581.0%0.041%
1/16/2024Raymond James Financial Services Advisors Inc.109,803$5.40M0.0%-9.6%0.333%
1/16/2024Raymond James & Associates12,812$630K0.0%-4.0%0.039%
1/16/2024Valicenti Advisory Services Inc.14,700$723K0.2%-2.5%0.045%
1/11/2024 Rockland Trust Co.18,971$933K0.1%-24.2%0.058%
12/6/2023Citigroup Inc.907$36K0.0%-61.6%0.003%
11/15/2023Lowe Brockenbrough & Co. Inc.143,466$5.75M0.4%+2.2%0.463%
11/14/2023Tower Research Capital LLC TRC43,340$1.74M0.1%+309,471.4%0.140%
11/14/2023Synovus Financial Corp61,893$2.48M0.0%-0.7%0.200%
11/13/2023Robertson Stephens Wealth Management LLC6,334$254K0.0%N/A0.020%
11/13/2023Envestnet Portfolio Solutions Inc.6,233$250K0.0%N/A0.020%
11/9/2023Varma Mutual Pension Insurance Co5,800,272$232.42M2.8%+599.0%18.711%
11/8/2023HighTower Advisors LLC15,389$609K0.0%+2.7%0.050%
11/8/2023Janney Montgomery Scott LLC9,789$392K0.0%-11.9%0.032%
11/8/2023MRA Advisory Group87,203$3.49M2.5%+7.7%0.281%
11/8/2023Atria Wealth Solutions Inc.49,175$1.97M0.0%+2.7%0.159%
11/8/2023Ledyard National Bank344,236$13.79M1.6%N/A1.110%
11/7/2023Accredited Investors Inc.8,396$336K0.0%+15.9%0.027%
11/7/2023Barclays PLC383,339$15.36M0.0%+1,762.6%1.237%
11/7/2023Addison Advisors LLC21,988$881K0.4%+16.1%0.071%
11/6/2023Wharton Business Group LLC1,227,074$49.17M2.7%+28.8%3.958%
11/6/2023Parsons Capital Management Inc. RI16,766$672K0.1%-4.3%0.054%
11/2/2023M&T Bank Corp7,385$296K0.0%+47.7%0.024%
10/30/2023WP Advisors LLC461,607$18.50M7.6%+5.2%1.420%
10/30/2023Octavia Wealth Advisors LLC5,377$215K0.0%-11.7%0.017%
10/30/2023Meitav Investment House Ltd.37,529$1.50M0.0%+2.3%0.115%
10/26/2023Altfest L J & Co. Inc.43,287$1.73M0.3%N/A0.135%
10/26/2023 Rockland Trust Co.25,013$1.00M0.1%-11.9%0.078%
10/26/2023North Point Portfolio Managers Corp OH136,165$5.46M1.1%-3.6%0.424%
10/25/2023Concourse Financial Group Securities Inc.1,210$48K0.0%+1,000.0%0.004%
10/25/2023Miracle Mile Advisors LLC335,149$13.43M0.4%+1.4%1.045%
10/24/2023Raymond James Financial Services Advisors Inc.121,449$4.87M0.0%-3.4%0.379%
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10/24/2023Raymond James & Associates13,347$535K0.0%-9.7%0.042%
10/24/2023Bank Hapoalim BM198,539$7.96M1.3%+844.1%0.619%
10/24/2023Cambridge Investment Research Advisors Inc.14,085$564K0.0%-9.0%0.044%
10/23/2023Commonwealth Equity Services LLC118,744$4.76M0.0%-15.4%0.370%
10/18/2023RFG Holdings Inc.94,808$3.80M2.1%N/A0.297%
10/18/2023Koshinski Asset Management Inc.10,089$404K0.0%-32.5%0.032%
10/18/2023Strategic Blueprint LLC10,975$440K0.0%-18.6%0.034%
10/12/2023IFP Advisors Inc21,927$879K0.0%N/A0.058%
10/11/2023 Stonehearth Capital Management LLC16,821$674K0.4%+5.5%0.044%
9/21/2023Barclays PLC20,581$845K0.0%N/A0.047%
(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, 170 institutional investors and hedge funds held shares of Invesco KBW Bank ETF. The most heavily invested institutionals were Phoenix Holdings Ltd. ($269.07M), Varma Mutual Pension Insurance Co ($232.42M), Menora Mivtachim Holdings LTD. ($81.48M), Wharton Business Group LLC ($81.08M), Fisher Asset Management LLC ($78.37M), Temasek Holdings Private Ltd ($76.39M), and Sculptor Capital LP ($71.47M).Learn more on KBWB's institutional investors.

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

Of the 141 institutional investors that purchased Invesco KBW Bank ETF 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. ($1.98M), Migdal Insurance & Financial Holdings Ltd. ($1.93M), JPMorgan Chase & Co. ($1.74M), Phoenix Holdings Ltd. ($1.67M), Harel Insurance Investments & Financial Services Ltd. ($1.56M), and Sculptor Capital LP ($1.12M).

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

Institutional investors have bought a total of 24,171,411 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

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

Of the 88 institutional investors that sold Invesco KBW Bank ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($4.02M), Harel Insurance Investments & Financial Services Ltd. ($1.56M), Migdal Insurance & Financial Holdings Ltd. ($1.55M), JPMorgan Chase & Co. ($599.73K), Bank Hapoalim BM ($578.61K), Accredited Investors Inc. ($578.48K), and Morningstar Investment Management LLC ($387.80K).

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

Institutional investors have sold a total of 12,254,018 shares in the last 24 months. This volume of shares sold represents approximately $1.09B in transactions.


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This page (NASDAQ:KBWB) was last updated on 4/23/2024 by MarketBeat.com Staff

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