Free Trial

Invesco KBW Bank ETF (KBWB) Institutional Ownership

→ Bitcoin Rockets To Record High But Buy THIS Instead (From Paradigm Press) (Ad)
Free KBWB Stock Alerts
$53.81
+0.40 (+0.75%)
(As of 05/8/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOptions ChainOwnershipRatingsShort InterestSocial Media

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$663.39M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$352.44M
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
5/6/2024 Envestnet Portfolio Solutions Inc.5,179$278K0.0%-15.7%0.018%
5/1/2024 GLOBALT Investments LLC GA12,690$681K0.0%-2.9%0.044%
5/1/2024 Janney Montgomery Scott LLC9,148$491K0.0%-10.0%0.032%
5/1/2024 BNP Paribas Financial Markets1,461,106$78.40M0.1%+153.2%5.100%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.480$26K0.0%-38.5%0.002%
4/30/2024 Caprock Group LLC3,869$208K0.0%N/A0.014%
4/30/2024 Hazlett Burt & Watson Inc.12,105$646K0.4%+17.0%0.042%
4/29/2024Commonwealth Equity Services LLC109,354$5.87M0.0%-2.2%0.382%
4/24/2024 SOL Capital Management CO352,288$18.90M2.4%-7.5%1.243%
4/23/2024 North Point Portfolio Managers Corp OH119,541$6.42M1.1%+27.1%0.422%
4/23/2024 Satovsky Asset Management LLC3,784$203K0.1%N/A0.013%
4/23/2024 Strategic Blueprint LLC4,256$228K0.0%-16.6%0.015%
4/23/2024 Raymond James Financial Services Advisors Inc.98,132$5.27M0.0%-10.6%0.346%
4/22/2024 Parsons Capital Management Inc. RI14,616$784K0.1%-7.3%0.052%
4/18/2024 Congress Wealth Management LLC DE 214,351$11.50M0.2%N/A0.759%
4/18/2024 Miracle Mile Advisors LLC8,617$462K0.0%-7.6%0.031%
4/15/2024 RFG 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%
3/8/2024 Trust 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%
2/20/2024 GLOBALT 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%
2/8/2024 Janney Montgomery Scott LLC10,168$500K0.0%+3.9%0.031%
2/7/2024 BNP 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%
2/6/2024 Spire Wealth Management603$29K0.0%-38.3%0.002%
2/6/2024 Sapient Capital LLC12,779$629K0.0%N/A0.038%
2/6/2024M&T Bank Corp5,000$246K0.0%-32.3%0.015%
Obama’s Forever Term [exposed] (Ad)

America’s Last Election New documentary, America’s Last Election, reveals the true (and terrifying) story of how the D.C. establishment has engineered a brutal new crisis that could hand them permanent power. Power they will use to reshape America to their dark, dystopian vision.

Start streaming it now at no cost here
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%
2/5/2024 One Day In July LLC9,884$486K0.1%-2.5%0.030%
2/5/2024Ledyard National Bank343,839$16.91M1.7%-0.1%1.033%
2/2/2024 Addison Advisors LLC23,753$1.17M0.5%+8.0%0.071%
2/2/2024Truist Financial Corp19,497$959K0.0%+1.4%0.059%
2/2/2024 Simplex 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%
1/31/2024 Migdal Insurance & Financial Holdings Ltd.1,170$58K0.0%-94.7%0.004%
1/30/2024 Octavia Wealth Advisors LLC4,713$232K0.0%-12.3%0.015%
1/30/2024 RFG Holdings Inc.107,621$5.30M2.7%+13.5%0.333%
1/30/2024Capital Analysts LLC2,683$132K0.0%+6,779.5%0.008%
1/30/2024 Harel 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%
1/29/2024 Meitav Investment House Ltd.37,193$1.84M0.0%-0.9%0.115%
1/29/2024 Sapient Capital LLC12,779$629K0.0%N/A0.040%
1/26/2024Cerity Partners LLC5,000$246K0.0%N/A0.015%
1/25/2024 SOL 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%
1/25/2024 Strategic Blueprint LLC5,101$251K0.0%-53.5%0.016%
1/25/2024 Hazlett 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%
1/23/2024 Dumont & Blake Investment Advisors LLC11,910$586K0.2%-1.8%0.037%
1/23/2024 North Point Portfolio Managers Corp OH94,023$4.63M0.8%-30.9%0.291%
1/22/2024 Parsons Capital Management Inc. RI15,766$776K0.1%-6.0%0.049%
1/22/2024 Miracle Mile Advisors LLC9,325$459K0.0%-97.2%0.029%
1/22/2024 Bank Hapoalim BM7,834$385K0.0%-96.1%0.024%
1/18/2024 Global Retirement Partners LLC13,362$636K0.0%+6,581.0%0.041%
1/16/2024 Raymond James Financial Services Advisors Inc.109,803$5.40M0.0%-9.6%0.333%
1/16/2024 Raymond James & Associates12,812$630K0.0%-4.0%0.039%
1/16/2024 Valicenti 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%
11/13/2023 Envestnet 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%
11/8/2023 HighTower Advisors LLC15,389$609K0.0%+2.7%0.050%
11/8/2023 Janney Montgomery Scott LLC9,789$392K0.0%-11.9%0.032%
11/8/2023 MRA 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%
11/7/2023 Addison Advisors LLC21,988$881K0.4%+16.1%0.071%
Obama’s Forever Term [exposed] (Ad)

America’s Last Election New documentary, America’s Last Election, reveals the true (and terrifying) story of how the D.C. establishment has engineered a brutal new crisis that could hand them permanent power. Power they will use to reshape America to their dark, dystopian vision.

Start streaming it now at no cost here
11/6/2023Wharton Business Group LLC1,227,074$49.17M2.7%+28.8%3.958%
11/6/2023 Parsons 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%
10/30/2023 Octavia Wealth Advisors LLC5,377$215K0.0%-11.7%0.017%
10/30/2023 Meitav Investment House Ltd.37,529$1.50M0.0%+2.3%0.115%
10/26/2023 Altfest 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%
10/26/2023 North Point Portfolio Managers Corp OH136,165$5.46M1.1%-3.6%0.424%
10/25/2023 Concourse Financial Group Securities Inc.1,210$48K0.0%+1,000.0%0.004%
(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, 166 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), BNP Paribas Financial Markets ($78.40M), Fisher Asset Management LLC ($78.37M), and Temasek Holdings Private Ltd ($76.39M).Learn more on KBWB's institutional investors.

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

Of the 137 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), BNP Paribas Financial Markets ($1.32M), and Sculptor Capital LP ($1.12M).

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

Institutional investors have bought a total of 23,848,616 shares in the last 24 months. This purchase volume represents approximately $1.65B 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. ($1.49M), 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 11,998,562 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.


Related Companies:
This page (NASDAQ:KBWB) was last updated on 5/9/2024 by MarketBeat.com Staff

From Our Partners
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Dems have chosen Biden replacement?
Paradigm Press
Obama’s Forever Term [exposed]
Porter & Company
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
RSVP: Charles Payne’s Cash Flow Workshop
Unstoppable Prosperity
The #1 Crypto for AI
Weiss Ratings