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Invesco KBW Bank ETF (KBWB) Institutional Ownership

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$55.20
+0.22 (+0.40%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco KBW Bank ETF (NASDAQ:KBWB)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$583.90M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$151.63M
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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
5/13/2024 Point Break Capital Management LLC18,800$1.01M1.1%-84.8%0.065%
5/9/2024 Delos Wealth Advisors LLC23,531$1.26M1.4%N/A0.080%
5/9/2024 ProVise Management Group LLC50,832$2.73M0.2%-3.8%0.172%
5/9/2024 Ledyard National Bank339,540$18.22M1.8%-1.3%1.150%
5/9/2024 WP Advisors LLC479,759$25.74M8.4%+0.5%1.625%
5/9/2024 Koshinski Asset Management Inc.17,255$926K0.1%-3.5%0.058%
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%
3/22/2024 PNC Financial Services Group Inc.744$37K0.0%N/A0.002%
3/8/2024 Trust Co. of Vermont616$30K0.0%+105.3%0.002%
3/5/2024 Fisher Asset Management LLC1,593,175$78.37M0.0%+32.7%4.786%
3/1/2024 Goldman 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%
2/14/2024 Lighthouse Investment Partners LLC107,666$5.30M0.2%N/A0.323%
2/13/2024 Stephens Inc. AR80,882$3.98M0.1%+13.0%0.243%
2/13/2024 Point Break Capital Management LLC124,000$6.10M4.9%N/A0.372%
2/12/2024 Fiduciary Trust Co25,530$1.26M0.0%-28.3%0.077%
2/9/2024 ProVise Management Group LLC52,850$2.60M0.2%-2.9%0.159%
2/9/2024 Citizens & Northern Corp9,601$472K0.2%N/A0.029%
2/9/2024 Trexquant Investment LP6,861$337K0.0%N/A0.021%
2/9/2024 Wells Fargo & Company MN494,060$24.30M0.0%+4.7%1.484%
2/9/2024 UBS Group AG197,604$9.72M0.0%+7.8%0.594%
2/8/2024 Beacon Pointe Advisors LLC6,594$324K0.0%-47.2%0.020%
2/8/2024 Janney Montgomery Scott LLC10,168$500K0.0%+3.9%0.031%
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2/7/2024 BNP Paribas Financial Markets577,136$28.39M0.0%+302.2%1.734%
2/7/2024 Accredited Investors Inc.7,519$370K0.0%-10.4%0.023%
2/7/2024 Wharton 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%
2/6/2024 M&T Bank Corp5,000$246K0.0%-32.3%0.015%
2/6/2024 Fisher Asset Management LLC1,594,246$78.42M0.0%+32.8%4.789%
2/6/2024 Robertson Stephens Wealth Management LLC4,623$227K0.0%-27.0%0.014%
2/6/2024 Y.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%
2/5/2024 Ledyard National Bank343,839$16.91M1.7%-0.1%1.033%
2/2/2024 Addison Advisors LLC23,753$1.17M0.5%+8.0%0.071%
2/2/2024 Truist Financial Corp19,497$959K0.0%+1.4%0.059%
2/2/2024 Simplex Trading LLC10,941$538K0.0%N/A0.033%
2/2/2024 Atria Wealth Solutions Inc.11,816$581K0.0%-76.0%0.035%
2/2/2024 Harvest Fund Management Co. Ltd4,211$207K0.0%-37.6%0.013%
1/31/2024 WP 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%
1/30/2024 Capital 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%
1/29/2024 Koshinski 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%
1/26/2024 Cerity 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%
12/6/2023 Citigroup Inc.907$36K0.0%-61.6%0.003%
11/15/2023 Lowe Brockenbrough & Co. Inc.143,466$5.75M0.4%+2.2%0.463%
11/14/2023 Tower Research Capital LLC TRC43,340$1.74M0.1%+309,471.4%0.140%
11/14/2023 Synovus Financial Corp61,893$2.48M0.0%-0.7%0.200%
11/13/2023 Robertson Stephens Wealth Management LLC6,334$254K0.0%N/A0.020%
11/13/2023 Envestnet Portfolio Solutions Inc.6,233$250K0.0%N/A0.020%
11/9/2023 Varma 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%
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11/8/2023 MRA Advisory Group87,203$3.49M2.5%+7.7%0.281%
11/8/2023 Atria Wealth Solutions Inc.49,175$1.97M0.0%+2.7%0.159%
11/8/2023 Ledyard National Bank344,236$13.79M1.6%N/A1.110%
11/7/2023 Accredited Investors Inc.8,396$336K0.0%+15.9%0.027%
11/7/2023 Barclays PLC383,339$15.36M0.0%+1,762.6%1.237%
11/7/2023 Addison Advisors LLC21,988$881K0.4%+16.1%0.071%
11/6/2023 Wharton 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%
11/2/2023 M&T Bank Corp7,385$296K0.0%+47.7%0.024%
10/30/2023 WP Advisors LLC461,607$18.50M7.6%+5.2%1.420%
(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, 162 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 134 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 23,428,692 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

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

Of the 84 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 ($2.15M), Harel Insurance Investments & Financial Services Ltd. ($1.56M), Migdal Insurance & Financial Holdings Ltd. ($1.49M), Bank Hapoalim BM ($578.61K), Accredited Investors Inc. ($578.48K), Morningstar Investment Management LLC ($371.98K), and Altshuler Shaham Ltd ($332.70K).

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

Institutional investors have sold a total of 9,557,479 shares in the last 24 months. This volume of shares sold represents approximately $734.96M in transactions.


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This page (NASDAQ:KBWB) was last updated on 5/19/2024 by MarketBeat.com Staff

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