Bank Julius Baer & Co. Ltd Zurich Buys Shares of 2,900 Invesco KBW Bank ETF (NASDAQ:KBWB)

Posted by Trevor Kearing on Mar 11th, 2025

Bank Julius Baer & Co. Ltd Zurich purchased 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 & Exchange Commission. The institutional investor purchased 2,900 shares of the company’s stock, valued at approximately $209,000.

Several other hedge funds and other institutional investors have also made changes to their positions in KBWB. Capital Performance Advisors LLP purchased a new stake in shares of Invesco KBW Bank ETF during the third quarter worth $29,000. Private Trust Co. NA grew its stake in Invesco KBW Bank ETF by 88.7% during the 3rd quarter. Private Trust Co. NA now owns 566 shares of the company’s stock worth $33,000 after purchasing an additional 266 shares in the last quarter. Synergy Asset Management LLC purchased a new stake in Invesco KBW Bank ETF during the 4th quarter worth about $40,000. Thompson Investment Management Inc. acquired a new stake in Invesco KBW Bank ETF in the 4th quarter valued at about $54,000. Finally, FMR LLC raised its position in Invesco KBW Bank ETF by 32.3% in the 3rd quarter. FMR LLC now owns 2,108 shares of the company’s stock valued at $124,000 after purchasing an additional 515 shares in the last quarter.

Invesco KBW Bank ETF Stock Down 4.2 %

Shares of NASDAQ:KBWB opened at $60.87 on Tuesday. Invesco KBW Bank ETF has a fifty-two week low of $49.32 and a fifty-two week high of $72.39. The firm’s 50 day moving average price is $68.66 and its 200 day moving average price is $65.19. The stock has a market cap of $2.94 billion, a price-to-earnings ratio of 12.76 and a beta of 1.19.

Invesco KBW Bank ETF Announces Dividend

The firm also recently disclosed a dividend, which was paid on Friday, December 27th. Stockholders of record on Monday, December 23rd were given a dividend of $0.3601 per share. The ex-dividend date was Monday, December 23rd.

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.