4,000 Shares in Invesco KBW Bank ETF (NASDAQ:KBWB) Purchased by LM Advisors LLC

Posted by John Perry on Mar 28th, 2025

LM Advisors LLC acquired a new position in shares of Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,000 shares of the company’s stock, valued at approximately $261,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Private Advisor Group LLC bought a new position in shares of Invesco KBW Bank ETF during the fourth quarter valued at $458,000. Jones Financial Companies Lllp grew its position in Invesco KBW Bank ETF by 143.5% during the 4th quarter. Jones Financial Companies Lllp now owns 2,876 shares of the company’s stock valued at $188,000 after purchasing an additional 1,695 shares during the last quarter. Raymond James Financial Inc. bought a new stake in Invesco KBW Bank ETF during the 4th quarter valued at about $7,409,000. FMR LLC raised its holdings in Invesco KBW Bank ETF by 32.3% in the third quarter. FMR LLC now owns 2,108 shares of the company’s stock worth $124,000 after buying an additional 515 shares during the last quarter. Finally, Private Trust Co. NA lifted its stake in shares of Invesco KBW Bank ETF by 88.7% in the third quarter. Private Trust Co. NA now owns 566 shares of the company’s stock worth $33,000 after buying an additional 266 shares in the last quarter.

Invesco KBW Bank ETF Stock Down 1.4 %

NASDAQ:KBWB opened at $63.50 on Friday. The stock has a market cap of $3.79 billion, a price-to-earnings ratio of 13.06 and a beta of 1.18. The company’s 50 day moving average price is $67.73 and its 200-day moving average price is $65.48. Invesco KBW Bank ETF has a 52 week low of $49.32 and a 52 week high of $72.39.

Invesco KBW Bank ETF Increases Dividend

The firm also recently announced a dividend, which will be paid on Friday, March 28th. Shareholders of record on Monday, March 24th will be issued a $0.4118 dividend. This is a positive change from Invesco KBW Bank ETF’s previous dividend of $0.36. The ex-dividend date is Monday, March 24th.

Invesco KBW Bank ETF Profile

(Free Report)

The Invesco KBW Bank ETF (KBWB) is an exchange-traded fund that is based on the KBW Nasdaq Bank index, a modified market-cap-weighted index of US banking firms. KBWB was launched on Nov 1, 2011 and is managed by Invesco.