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Invesco KBW Bank ETF (KBWB) Institutional Ownership

Invesco KBW Bank ETF logo
$96.05 +0.48 (+0.50%)
As of 04:00 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)
204
Total
Institutional Inflows
(last 12 months)
$2.11B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$1.40B
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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
7/10/2026Annex 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%
6/3/2026NewEdge Advisors LLC3,453$273K0.0%-24.4%0.005%
6/1/2026Keel Point LLC16,109$1.28M0.1%-43.3%0.026%
5/20/2026Hobbs 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%
5/18/2026Guardian Partners Inc.117,400$9.29M0.8%-15.2%0.186%
5/18/2026Royal Bank of Canada250,587$19.83M0.0%-64.6%0.397%
5/16/2026Quantinno Capital Management LP40,003$3.17M0.0%-5.3%0.063%
5/15/2026Quadcap Wealth Management LLC51,094$4.04M0.5%-9.7%0.081%
5/15/2026Waverly Advisors LLC3,491$276K0.0%+15.8%0.006%
5/14/2026Group One Trading LLC1,727$137K0.0%-80.0%0.003%
5/13/2026Cetera Investment Advisers145,619$11.52M0.0%-6.6%0.231%
5/13/2026Measured Wealth Private Client Group LLC7,680$608K0.2%+68.0%0.012%
5/13/2026NewEdge Wealth LLC26,958$2.13M0.0%-9.5%0.043%
5/12/2026Clal Insurance Enterprises Holdings Ltd1,421,000$112.43M0.7%-37.2%2.252%
5/12/2026Temasek Holdings Private Ltd1,104,862$87.42M0.3%-44.5%1.751%
5/8/2026PNC Financial Services Group Inc.1,208$96K0.0%-49.4%0.002%
5/7/2026Hanover Advisors Inc.7,807$618K0.3%+9.1%0.012%
5/7/2026Lowe Brockenbrough & Co. Inc.109,735$8.68M0.4%+0.6%0.174%
5/7/2026Valley Wealth Managers Inc.118,073$9.34M0.6%-29.5%0.187%
5/6/2026One Day In July LLC6,078$481K0.0%-3.9%0.010%
5/6/2026Independent Financial Group LLC7,647$605K0.0%N/A0.012%
5/5/2026Bank of New York Mellon Corp76,252$6.03M0.0%+1.9%0.121%
5/5/2026Sanctuary Advisors LLC2,674$212K0.0%-12.5%0.004%
5/5/2026Sigma Planning Corp7,459$590K0.0%-5.3%0.012%
5/4/2026Principal Financial Group Inc.59,032$4.67M0.0%+36.6%0.094%
5/1/2026Fifth Third Bancorp9,554$756K0.0%+2,434.2%0.015%
4/30/2026Kestra Advisory Services LLC18,303$1.45M0.0%+81.3%0.029%
4/30/2026Quantum Portfolio Management LLC3,153$249K0.0%N/A0.005%
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4/29/2026Meitav Investment House Ltd.64,555$5.11M0.1%-20.8%0.104%
4/29/2026Dumont & Blake Investment Advisors LLC11,058$875K0.2%-3.7%0.018%
4/28/2026Stephens Inc. AR44,876$3.55M0.0%-48.3%0.073%
4/28/2026Astoria Portfolio Advisors LLC.77,043$6.70M1.5%+6.1%0.125%
4/27/2026World Investment Advisors3,249$257K0.0%+18.4%0.005%
4/27/2026Private Advisor Group LLC29,348$2.32M0.0%-13.9%0.048%
4/27/2026DSG Capital Advisors LLC3,203$253K0.0%-8.0%0.005%
4/27/2026Sound Income Strategies LLC896$72K0.0%+929.9%0.001%
4/23/2026Private Wealth Management Group LLC500$40K0.0%N/A0.001%
4/23/2026Oregon Pacific Wealth Management LLC12,254$970K1.0%+17.4%0.020%
4/23/2026North Star Investment Management Corp.365$29K0.0%N/A0.001%
4/22/2026Princeton Global Asset Management LLC3,620$286K0.0%N/A0.006%
4/21/2026Crown Wealth Group LLC3,250$257K0.1%-95.2%0.005%
4/18/2026Murphy & Mullick Capital Management Corp3,075$243K0.2%+3,517.6%0.005%
4/17/2026Krilogy Financial LLC5,743$492K0.0%-15.1%0.009%
4/17/2026AdvisorNet Financial Inc11,324$896K0.0%-1.7%0.018%
4/17/2026 Clark Asset Management LLC6,614$523K0.0%-7.3%0.011%
4/17/2026Roble Belko & Company Inc3,500$277K0.0%N/A0.006%
4/16/2026CPR Investments Inc.2,698$213K0.1%N/A0.005%
4/16/2026Founders Financial Securities LLC32,498$2.78M0.2%+2.8%0.054%
4/16/2026RFG Holdings Inc.175,101$13.85M3.5%-12.8%0.292%
4/15/2026WESPAC Advisors SoCal LLC11,806$934K0.2%-57.3%0.020%
3/17/2026Rockefeller Capital Management L.P.40,652$3.43M0.0%+72.4%0.057%
3/13/2026World Investment Advisors2,743$231K0.0%N/A0.004%
3/12/2026Nalls Sherbakoff Group LLC1,167$98K0.1%N/A0.002%
3/5/2026Bayban648$55K0.0%N/A0.001%
3/3/2026EJMK Ventures LLC3,028$255K0.2%N/A0.004%
2/24/2026Astoria 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%
2/18/2026Mercer Global Advisors Inc. ADV3,282$277K0.0%N/A0.005%
2/18/2026Vermillion & White Wealth Management Group LLC52,187$4.42M2.4%+4.3%0.074%
2/18/2026NewEdge Advisors LLC4,570$385K0.0%-17.8%0.006%
2/18/2026XTX Topco Ltd6,517$549K0.0%+112.7%0.009%
2/18/2026Ulysses Management LLC19,000$1.60M0.3%+90.0%0.027%
2/18/2026VestGen Advisors LLC2,468$208K0.0%N/A0.003%
2/18/2026Tudor Investment Corp ET AL62,514$5.27M0.0%N/A0.088%
2/18/2026Gotham Asset Management LLC17,221$1.45M0.0%+72.2%0.024%
2/17/2026Cetera Investment Advisers155,860$13.14M0.0%+0.7%0.220%
2/17/2026Guardian Partners Inc.138,400$11.67M1.0%-76.2%0.195%
2/17/2026Equitable Holdings Inc.5,692$480K0.0%-26.5%0.008%
2/17/2026FIL Ltd456,577$38.65M0.0%+33.0%0.645%
2/17/2026Fairscale Capital LLC3,538$298K0.2%-12.5%0.005%
2/17/2026Regal Investment Advisors LLC3,213$271K0.0%N/A0.005%
2/17/2026Quantitative Investment Management LLC110,410$9.31M0.9%N/A0.156%
2/17/2026Osaic Holdings Inc.722,840$60.93M0.1%-1.8%1.021%
2/17/2026Tower Research Capital LLC TRC 9,644$813K0.0%-85.7%0.014%
2/17/2026Private Advisor Group LLC34,075$2.87M0.0%-15.4%0.048%
2/17/2026&PARTNERS49,808$4.20M0.0%+3.0%0.070%
2/17/2026Royal Bank of Canada707,460$59.63M0.0%+3.9%0.999%
2/17/2026Temasek Holdings Private Ltd1,989,001$167.65M0.5%+86.1%2.809%
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2/16/2026MML Investors Services LLC6,309$532K0.0%-5.3%0.009%
2/16/2026Mariner LLC8,330$702K0.0%+46.5%0.012%
2/16/2026Niles Investment Management LLC10,300$868K0.7%N/A0.015%
2/16/2026LM Advisors LLC337$28K0.0%-91.6%0.000%
2/16/2026Barclays PLC20,000$1.69M0.0%+206.8%0.028%
2/13/2026Arete Wealth Advisors LLC26,838$2.26M0.1%N/A0.038%
2/13/2026Kestra Advisory Services LLC10,097$851K0.0%+90.8%0.014%
2/13/2026CreativeOne Wealth LLC9,358$789K0.0%-1.9%0.013%
2/13/2026Transamerica Financial Advisors LLC37,427$3.16M0.3%+0.9%0.053%
2/13/2026Marshall Wace LLP96,847$8.16M0.0%N/A0.137%


KBWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 315 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 274 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 26,924,825 shares in the last 24 months. This purchase volume represents approximately $2.11B in transactions.

Of the 110 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 ($1.60M), Temasek Holdings Private Ltd ($884.14K), Citigroup Inc. ($534.51K), and Guardian Partners Inc. ($491.19K).

Institutional investors have sold a total of 17,219,073 shares in the last 24 months. This volume of shares sold represents approximately $1.40B in transactions.


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This page (NASDAQ:KBWB) was last updated on 7/10/2026 by MarketBeat.com Staff.
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