Invesco KBW Bank ETFKBWBETF

13F holders, Q2 2026 (June 30)
339holders +36
65new positions
31sold out
7famous investors
$93.12avg. 13F price*

At the end of Q2 2026, 339 institutions reported holding Invesco KBW Bank ETF (KBWB) in their 13F filings, up 36 from Q1 2026. 65 opened new positions and 31 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), Bank of America Corp. ($964.3M) and Fisher Asset Management ($385.8M). 7 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Invesco KBW Bank ETF
CUSIP
46138E628
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 148Q1 2024Q2 2024: 156Q2 2024Q3 2024: 165Q3 2024Q4 2024: 203Q4 2024Q1 2025: 230Q1 2025Q2 2025: 231Q2 2025Q3 2025: 260Q3 2025Q4 2025: 310Q4 2025Q1 2026: 303Q1 2026Q2 2026: 339Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions65$222.0M
Exits31$80.8M

All 13F filers, Q1 2026 → Q2 2026: 10,029,741 shares bought and 3,287,416 shares sold, net +6,742,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 339 holders

JPMorgan Chase & Co. 0.06% Add +40.9% 11,636,491 $1.1B
Bank of America Corp. 0.06% Reduce -9.0% 10,370,752 $964.3M
Fisher Asset Management 0.11% Add +7.4% 4,149,096 $385.8M
Goldman Sachs Group Inc. 0.03% Add +3.2% 3,010,409 $279.9M
Migdal Insurance & Financial Holdings Ltd. 1.57% Add +22.1% 2,642,750 $245.7M
Clal Insurance Enterprises Holdings Ltd 0.81% Add +35.8% 1,930,000 $179.5M
Morgan Stanley 0.01% Reduce -6.6% 1,820,205 $169.2M
Wharton Business Group, LLC 5.50% Reduce -3.3% 1,767,605 $164.4M
Temasek Holdings (Private) Ltd 0.42% Add +50.3% 1,660,256 $154.4M
Two Sigma Investments, LP 0.10% Add +26.6% 1,368,448 $127.2M
Annex Advisory Services, LLC 1.20% Add +94.4% 756,328 $70.3M
Wells Fargo & Company 0.01% Add +10.3% 745,480 $69.3M
Osaic Holdings, Inc. 0.08% Reduce -1.4% 727,529 $67.6M
Edmond DE Rothschild Holding S.A. 0.81% Add +4.6% 656,662 $61.1M
FIL Ltd 0.04% Add +39.1% 612,968 $57.1M
LPL Financial LLC 0.01% Add +22.0% 611,166 $56.8M
Summit Trail Advisors, LLC 0.63% Add +1.8% 540,360 $50.2M
UBS Group AG 0.01% Add +9.4% 538,544 $50.1M
Itau Unibanco Holding S.A. 0.95% New 520,547 $48.4M
Tiff Advisory Services, LLC 11.67% Reduce -2.1% 511,729 $47.6M
Meitav Investment House Ltd. 0.31% Add +661.2% 491,375 $45.7M
Fiduciary Trust Co 0.37% Reduce -23.3% 369,542 $34.4M
Qube Research & Technologies Ltd 0.04% Add +14.0% 349,820 $32.5M
Marks Wealth, LLC 6.77% New 336,481 $31.3M
Horizon Investments, LLC 0.34% Reduce -17.0% 336,166 $31.3M
Baltimore-Washington Financial Advisors, Inc. 1.10% New 316,019 $29.4M
Raymond James Financial Inc. 0.01% Add +73.7% 250,725 $23.3M
Cerity Partners LLC 0.03% Reduce -2.2% 245,601 $22.8M
Elo Mutual Pension Insurance Co 0.29% New 243,434 $22.6M
Ledyard National Bank 1.75% Reduce -3.1% 234,330 $21.8M
Envestnet Asset Management Inc. 0.00% Add +92.4% 194,141 $18.1M
RFG Holdings, Inc. 3.49% Add +2.4% 179,215 $16.7M
Foundations Investment Advisors, LLC 0.17% Add +8.5% 176,038 $16.4M
Susquehanna International Group, LLP 0.01% Add +246.4% 173,505 $16.1M
Royal Bank of Canada 0.00% Reduce -31.0% 172,834 $16.1M
Polymer Capital Management (HK) LTD 1.43% New 151,492 $14.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +814.7% 140,000 $13.0M
Cetera Investment Advisers 0.01% Reduce -5.0% 138,359 $12.9M
Jane Street Group, LLC 0.01% Reduce -25.3% 119,892 $11.1M
Citadel Advisors 0.01% Reduce -15.1% 113,089 $10.5M
Lowe Brockenbrough & Co. Inc. 0.45% Reduce -1.5% 108,102 $10.1M
Valley Wealth Managers, Inc. 0.55% Reduce -13.7% 101,904 $9.5M
TTP Investments, Inc. 3.78% New 100,299 $9.3M
Astoria Portfolio Advisors LLC. 1.39% Add +15.0% 88,594 $8.2M
Wealthcare Advisory Partners LLC 0.15% Add +1.0% 87,489 $8.1M
Rockefeller Capital Management L.P. 0.01% Add +1.6% 82,878 $7.7M
Renaissance Technologies 0.01% New 81,040 $7.5M
WP Advisors, LLC 1.81% Reduce -10.4% 80,551 $7.5M
Quattro Financial Advisors LLC 1.54% Reduce -0.7% 77,470 $7.2M
Bank of New York Mellon Corp 0.00% Add +1.6% 77,442 $7.2M
Uniting Wealth Partners, LLC 1.39% New 73,585 $6.8M
Ameriprise Financial Inc. 0.00% Add +13.0% 72,723 $6.8M
Baird Financial Group, Inc. 0.01% New 65,621 $6.1M
Principal Financial Group Inc. 0.00% Add +11.0% 65,541 $6.1M
Silphium Asset Management Ltd 1.91% Add +6.3% 61,006 $5.7M
Hobbs Group Advisors, LLC 1.47% Add +41.4% 60,166 $5.6M
Quantitative Investment Management, LLC 0.61% New 59,842 $5.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% New 58,986 $5.5M
First International Bank of Israel Ltd. 1.50% Add +13.4% 58,968 $5.5M
Vermillion & White Wealth Management Group, LLC 2.70% Add +3.0% 57,231 $5.3M
XP Advisory US, Inc. 2.80% — 54,941 $5.1M
Ssi Investment Management LLC 1.74% New 54,391 $5.1M
Exchange Traded Concepts, LLC 0.03% New 54,299 $5.0M
Pinnacle Financial Partners, Inc. 0.03% Reduce -0.9% 53,562 $5.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +20.6% 51,824 $4.8M
Kestra Advisory Services, LLC 0.02% Add +183.0% 51,792 $4.8M
Envestnet Portfolio Solutions, Inc. 0.02% Add +663.0% 44,865 $4.2M
Stephens Inc. 0.05% Reduce -0.9% 44,487 $4.1M
Advocacy Wealth Management, LLC 0.14% Add +10.4% 42,923 $4.0M
Citigroup Inc. 0.00% Reduce -4.3% 41,853 $3.9M
Delos Wealth Advisors, LLC 1.97% Add +5.4% 41,242 $3.8M
PGIM Custom Harvest LLC 0.05% Reduce -0.2% 41,105 $3.8M
Guardian Partners Inc. 0.34% Reduce -65.4% 40,600 $3.8M
Hazlett, Burt & Watson, Inc. 0.97% Add +4.3% 39,406 $3.7M
ProVise Management Group, LLC 0.24% Reduce -1.8% 39,205 $3.6M
Pinnacle Wealth Management Group, Inc. 1.68% Add +0.0% 38,670 $3.6M
Quantinno Capital Management LP 0.00% Reduce -9.0% 36,391 $3.4M
Captrust Financial Advisors 0.01% Add +2.0% 35,499 $3.3M
Commonwealth Equity Services, LLC 0.00% Reduce -30.9% 34,397 $3.2M
Simplex Trading, LLC 0.08% Add +519.2% 33,029 $3.1M
Juncture Wealth Strategies, LLC 0.78% Reduce -0.1% 32,091 $3.0M
Gotham Asset Management 0.01% Add +10.2% 30,814 $2.9M
Private Advisor Group, LLC 0.01% Add +3.8% 30,475 $2.8M
Moneta Group Investment Advisors LLC 0.02% New 30,027 $2.8M
HighTower Advisors, LLC 0.00% Add +8.1% 29,276 $2.7M
Transamerica Financial Advisors, LLC 0.21% Reduce -17.1% 27,299 $2.5M
Integrity Alliance, Llc. 0.08% Reduce -4.1% 27,153 $2.5M
Farther Finance Advisors, LLC 0.02% Add +63.5% 26,805 $2.5M
Founders Financial Securities LLC 0.12% Reduce -21.6% 25,464 $2.4M
Ayalon Insurance Comp Ltd. 0.28% New 24,800 $2.3M
Magnus Financial Group LLC 0.16% Add +5.8% 24,023 $2.2M
NewEdge Wealth, LLC 0.02% Reduce -12.9% 23,477 $2.2M
Central Pacific Bank - Trust Division 0.23% New 23,155 $2.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.3% 22,605 $2.1M
Transcendent Capital Group LLC 0.80% New 22,146 $2.1M
Creative Financial Designs Inc. 0.09% Add +44365.2% 20,454 $1.9M
Eastern Bank 0.03% Add +25.6% 20,402 $1.9M
Flow Traders U.S. LLC 0.07% Add +62.0% 18,319 $1.7M
AQR Capital Management 0.00% Add +191.1% 17,115 $1.6M
Keel Point, LLC 0.09% Add +3.2% 16,626 $1.5M

"% of holder's portfolio" is KBWB's weight in each manager's 13F, not the share of Invesco KBW Bank ETF the manager owns.

Show all 339 holders