KBWB · Insider trading · 13F holders · Congress trades
Invesco Exch Traded Fd Tr II (KBWB)
Who is buying and selling KBWB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 42
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
KBWB at a glance
- No open-market insider purchases or sales of KBWB were filed in the last 90 days.
- 42 13F filers hold KBWB among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Tiff Advisory Services, LLC (11.7%), Marks Wealth, LLC (6.8%) and Wharton Business Group, LLC (5.5%). In their latest 13Fs, 2 managers opened a new position and 13 added to one.
- No member of Congress has disclosed a trade in KBWB.
KBWB insider trading
No open-market insider purchases or sales of KBWB were filed in the last 90 days.
Who owns KBWB? Hedge funds and superinvestors
42 13F filers hold KBWB among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Tiff Advisory Services, LLC (11.7%), Marks Wealth, LLC (6.8%) and Wharton Business Group, LLC (5.5%). In their latest 13Fs, 2 managers opened a new position and 13 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd.Insurance company | 1.6% | $245.7M | 2,642,750 | +22.1% shares | Q2 2026 |
| Clal Insurance Enterprises Holdings LtdInsurance company | 0.8% | $179.5M | 1,930,000 | +35.8% shares | Q2 2026 |
| Wharton Business Group, LLCWealth manager | 5.5% | $164.4M | 1,767,605 | -3.3% shares | Q2 2026 |
| Meitav Investment House LtdInvestment manager | 0.5% | $84.4M | 967,645 | — | Q3 2026 |
| Annex Advisory Services, LLCWealth manager | 1.2% | $70.8M | 811,651 | +7.3% shares | Q3 2026 |
| Edmond de Rothschild Holding S.a.Investment manager | 0.8% | $61.1M | 656,662 | +4.6% shares | Q2 2026 |
| Summit Trail Advisors, LLCWealth manager | 0.6% | $50.2M | 540,360 | +1.8% shares | Q2 2026 |
| Itau Unibanco Holding S.A.Bank & trust | 1.0% | $48.4M | 520,547 | — | Q2 2026 |
| Tiff Advisory Services, LLCHedge fund | 11.7% | $47.6M | 511,729 | -2.1% shares | Q2 2026 |
| Fiduciary Trust CoBank & trust | 0.4% | $34.4M | 369,542 | -23.3% shares | Q2 2026 |
| Marks Wealth, LLCWealth manager | 6.8% | $31.3M | 336,481 | New | Q2 2026 |
| Baltimore-Washington Financial Advisors, Inc.Wealth manager | 1.1% | $29.4M | 316,019 | — | Q2 2026 |
| Ledyard National BankBank & trust | 1.6% | $19.9M | 228,501 | -2.5% shares | Q3 2026 |
| RFG Holdings, Inc.Wealth manager | 3.5% | $16.7M | 179,215 | +2.3% shares | Q2 2026 |
| Ayalon Insurance Comp Ltd.Insurance company | 1.3% | $15.1M | 172,700 | +596.4% shares | Q3 2026 |
| Polymer Capital Management (HK) LTDHedge fund | 1.4% | $14.1M | 151,492 | — | Q2 2026 |
| Valley Wealth Managers, Inc.Wealth manager | 0.7% | $11.7M | 134,591 | — | Q3 2026 |
| TTP Investments, Inc.Wealth manager | 3.8% | $9.3M | 100,299 | New | Q2 2026 |
| Astoria Portfolio Advisors LLC.Asset manager | 1.4% | $8.2M | 88,594 | +15.0% shares | Q2 2026 |
| Harbor Capital Advisors, Inc.Mutual fund manager | 0.5% | $7.6M | 86,778 | — | Q3 2026 |
| WP Advisors, LLCWealth manager | 1.6% | $7.0M | 80,651 | +0.1% shares | Q3 2026 |
| Uniting Wealth Partners, LLCWealth manager | 1.4% | $6.8M | 73,585 | — | Q2 2026 |
| Hobbs Group Advisors, LLCWealth manager | 1.5% | $5.6M | 60,166 | +41.4% shares | Q2 2026 |
| Quantitative Investment Management, LLCHedge fund | 0.6% | $5.6M | 59,842 | — | Q2 2026 |
| First International Bank of Israel Ltd.Sovereign wealth fund | 1.5% | $5.5M | 58,968 | +13.4% shares | Q2 2026 |
| Vermillion & White Wealth Management Group, LLCWealth manager | 2.7% | $5.3M | 57,231 | +3.0% shares | Q2 2026 |
| Silphium Asset Management LtdAsset manager | 1.7% | $5.3M | 61,006 | +0.0% shares | Q3 2026 |
| XP Advisory US, Inc.Hedge fund | 2.8% | $5.1M | 54,941 | — | Q2 2026 |
| Ssi Investment Management LLCAsset manager | 0.8% | $5.1M | 54,391 | — | Q2 2026 |
| Delos Wealth Advisors, LLCWealth manager | 2.0% | $3.8M | 41,242 | +5.4% shares | Q2 2026 |
The 30 largest of 42 positions, by value. Each manager counts with its latest 13F (Q3 2026: 16, Q2 2026: 24, Q1 2026: 2). Screen KBWB in the grand portfolio →
KBWB stock trades by members of Congress
No member of Congress has disclosed a trade in KBWB.
KBWB questions and answers
Are insiders buying KBWB stock?
No open-market insider purchases or sales of KBWB were filed in the last 90 days.
Which hedge funds own KBWB?
42 13F filers hold KBWB among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Tiff Advisory Services, LLC (11.7%), Marks Wealth, LLC (6.8%) and Wharton Business Group, LLC (5.5%). In their latest 13Fs, 2 managers opened a new position and 13 added to one.
Has Congress traded KBWB?
No member of Congress has disclosed a trade in KBWB.
Who is the largest holder of KBWB?
Among 13F filers, Migdal Insurance & Financial Holdings Ltd. reports the largest KBWB position, $245.7M (2,642,750 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Tiff Advisory Services, LLC's: 11.7% of its portfolio.
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Free to use with a link back. The data updates every filing day.