Invesco KBW Bank ETFKBWBETF
13F holders, Q1 2024 (March 31)148holders
5famous investors
$53.66avg. 13F price*
At the end of Q1 2024, 148 institutions reported holding Invesco KBW Bank ETF (KBWB) in their 13F filings. The largest holders were Bank of America Corp. ($367.7M), Fisher Asset Management ($104.5M) and Wharton Business Group, LLC ($85.4M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco KBW Bank ETF
- CUSIP
- 46138E628
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $30.6M |
| Exits | 24 | $5.4M |
Ownership 148 holders
| Bank of America Corp. | 0.04% | Reduce -8.2% | 6,852,393 | $367.7M |
| Fisher Asset Management | 0.05% | Add +22.3% | 1,947,611 | $104.5M |
| Wharton Business Group, LLC | 4.11% | Reduce -3.5% | 1,590,765 | $85.4M |
| BNP Paribas Financial Markets | 0.10% | Add +153.2% | 1,461,106 | $78.4M |
| Morgan Stanley | 0.00% | Add +96.0% | 777,024 | $41.7M |
| Royal Bank of Canada | 0.01% | Add +25.9% | 640,073 | $34.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.8% | 628,016 | $33.7M |
| WP Advisors, LLC | 8.45% | Add +0.5% | 479,759 | $25.7M |
| SOL Capital Management CO | 2.38% | Reduce -7.5% | 352,288 | $18.9M |
| Ledyard National Bank | 1.76% | Reduce -1.3% | 339,540 | $18.2M |
| Wells Fargo & Company | 0.00% | Reduce -36.7% | 312,704 | $16.8M |
| Clal Insurance Enterprises Holdings Ltd | 0.16% | New | 260,000 | $14.0M |
| Nan Shan Life Insurance Co., Ltd. | 0.30% | No change | 240,695 | $12.9M |
| CW Advisors, LLC | 0.20% | New | 214,351 | $11.5M |
| LPL Financial LLC | 0.01% | Add +133.8% | 192,564 | $10.3M |
| RFG Holdings, Inc. | 4.02% | Add +65.3% | 177,868 | $9.5M |
| UBS Group AG | 0.00% | Reduce -10.4% | 176,985 | $9.5M |
| Lowe Brockenbrough & Co. Inc. | 0.50% | Add +34.6% | 137,861 | $7.4M |
| North Point Portfolio Managers Corp. | 1.09% | Add +27.1% | 119,541 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 109,354 | $5.9M |
| D. E. Shaw & Co. | 0.01% | Add +356.0% | 103,498 | $5.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -10.6% | 98,132 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +1752.4% | 96,919 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.3% | 96,669 | $5.2M |
| Citigroup Inc. | 0.01% | Reduce -96.3% | 87,623 | $4.7M |
| Stephens Inc. | 0.07% | Add +2.1% | 82,603 | $4.4M |
| Citadel Advisors | 0.00% | Reduce -33.1% | 74,326 | $4.0M |
| Lighthouse Investment Partners, LLC | 0.22% | Reduce -34.1% | 70,948 | $3.8M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -29.8% | 65,946 | $3.5M |
| Synovus Financial Corp. | 0.04% | Add +1.5% | 60,565 | $3.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -4.2% | 54,675 | $2.9M |
| ProVise Management Group, LLC | 0.24% | Reduce -3.8% | 50,832 | $2.7M |
| Meitav Investment House Ltd. | 0.04% | No change | 37,193 | $2.0M |
| Fiduciary Trust Co | 0.02% | Reduce -1.1% | 25,258 | $1.4M |
| Addison Advisors LLC | 0.46% | Add +5.9% | 25,162 | $1.4M |
| HRT Financial LP | 0.01% | Reduce -70.2% | 23,629 | $1.3M |
| Delos Wealth Advisors, LLC | 1.42% | New | 23,531 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.12% | New | 21,053 | $1.1M |
| Quantinno Capital Management LP | 0.02% | New | 20,485 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -41.2% | 19,058 | $1.0M |
| Point Break Capital Management, LLC | 1.22% | Reduce -84.8% | 18,800 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -4.1% | 18,700 | $1.0M |
| Rockland Trust Co. | 0.05% | Reduce -2.5% | 18,490 | $992K |
| Laidlaw Wealth Management LLC | 0.53% | No change | 17,642 | $947K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -97.7% | 17,395 | $933K |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -3.5% | 17,255 | $926K |
| Qube Research & Technologies Ltd | 0.00% | No change | 15,674 | $841K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 15,087 | $810K |
| Parsons Capital Management Inc. | 0.05% | Reduce -7.3% | 14,616 | $784K |
| Valicenti Advisory Services Inc. | 0.21% | Reduce -3.7% | 14,150 | $759K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.0% | 13,775 | $739K |
| Global Retirement Partners, LLC | 0.03% | Add +0.3% | 13,395 | $719K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 13,186 | $708K |
| Sapient Capital LLC | 0.02% | No change | 12,779 | $686K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -2.9% | 12,690 | $681K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.4% | 12,388 | $665K |
| Hazlett, Burt & Watson, Inc. | 0.39% | Add +17.0% | 12,105 | $646K |
| Dumont & Blake Investment Advisors LLC | 0.18% | Reduce -0.0% | 11,906 | $639K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.1% | 11,822 | $634K |
| NewEdge Advisors, LLC | 0.01% | Reduce -70.0% | 11,814 | $634K |
| Equitable Holdings, Inc. | 0.01% | Add +9.3% | 11,645 | $625K |
| Beacon Financial Advisory LLC | 0.29% | Add +5.8% | 11,182 | $600K |
| Family Manage LLC | 0.11% | No change | 10,817 | $580K |
| Millennium Management | 0.00% | Reduce -81.0% | 10,806 | $580K |
| One Day In July LLC | 0.07% | Add +0.8% | 9,966 | $535K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.0% | 9,148 | $491K |
| Raymond James & Associates | 0.00% | Reduce -30.8% | 8,862 | $476K |
| Composition Wealth, LLC | 0.01% | Reduce -7.6% | 8,617 | $462K |
| Florida Trust Wealth Management Co | 0.01% | No change | 8,220 | $441K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.8% | 8,141 | $437K |
| Gratus Wealth Advisors, LLC | 0.08% | No change | 8,192 | $412K |
| Cwm, LLC | 0.00% | Reduce -12.4% | 6,957 | $373K |
| Bank Hapoalim BM | 0.05% | Reduce -13.0% | 6,819 | $366K |
| CPR Investments Inc. | 0.28% | New | 6,744 | $362K |
| Accredited Investors Inc. | 0.02% | Reduce -10.4% | 6,739 | $362K |
| Independent Financial Group, LLC | 0.02% | Add +1.1% | 6,347 | $341K |
| Credit Suisse AG/ | 0.00% | Reduce -51.0% | 5,635 | $302K |
| Broadleaf Partners, LLC | 0.08% | No change | 5,491 | $295K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -15.7% | 5,179 | $278K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.0% | 5,148 | $276K |
| Tudor Investment Corporation | 0.00% | Reduce -83.3% | 5,052 | $271K |
| M&T Bank Corp | 0.00% | No change | 5,000 | $268K |
| Cerity Partners LLC | 0.00% | No change | 5,000 | $268K |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.5% | 4,890 | $262K |
| HighTower Advisors, LLC | 0.00% | Reduce -65.8% | 4,802 | $256K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -7.4% | 4,633 | $249K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -7.5% | 4,360 | $234K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -34.5% | 4,319 | $232K |
| Strategic Blueprint, LLC | 0.02% | Reduce -16.6% | 4,256 | $228K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -6.7% | 4,023 | $216K |
| Caprock Group, LLC | 0.01% | New | 3,869 | $208K |
| Satovsky Asset Management LLC | 0.06% | New | 3,784 | $203K |
| Bank of Montreal | 0.00% | Add +148.6% | 3,480 | $187K |
| FRG Family Wealth Advisors LLC | 0.04% | Reduce -30.1% | 3,475 | $180K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -58.7% | 1,740 | $93K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.7% | 1,663 | $89K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.8% | 1,588 | $85K |
| Barclays PLC | 0.00% | Reduce -99.9% | 1,269 | $68K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,210 | $65K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.1% | 1,178 | $63K |
| FMR LLC | 0.00% | Add +234.1% | 989 | $53K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 819 | $44K |
| Y.D. More Investments Ltd | 0.01% | No change | 810 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 723 | $39K |
| Spire Wealth Management | 0.00% | Add +7.1% | 646 | $35K |
| Harbour Investments, Inc. | 0.00% | No change | 644 | $35K |
| Comerica Bank | 0.00% | Reduce -2.9% | 636 | $34K |
| PFS Partners, LLC | 0.02% | No change | 588 | $32K |
| Trust Co. of Vermont | 0.00% | Reduce -8.1% | 566 | $30K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.8% | 527 | $28K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -38.5% | 480 | $26K |
| Blume Capital Management, Inc. | 0.01% | No change | 400 | $21K |
| Avior Wealth Management, LLC | 0.00% | No change | 364 | $20K |
| MCF Advisors LLC | 0.00% | Add +0.8% | 363 | $19K |
| EPG Wealth Management LLC | 0.00% | No change | 355 | $19K |
| Clearstead Advisors, LLC | 0.00% | Add +51.5% | 312 | $17K |
| Continuum Advisory, LLC | 0.00% | New | 305 | $17K |
| Realta Investment Advisors | 0.00% | New | 300 | $16K |
| Blair William & Co. | 0.00% | Add +0.7% | 298 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -31.1% | 275 | $15K |
| Allworth Financial LP | 0.00% | No change | 251 | $13K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -43.5% | 214 | $11K |
| Private Trust Co. NA | 0.00% | Add +420.0% | 208 | $11K |
| National Bank of Canada | 0.00% | Reduce -41.7% | 204 | $11K |
| Tidemark, LLC | 0.01% | No change | 194 | $10K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 185 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 184 | $10K |
| Piscataqua Savings Bank | 0.01% | Reduce -64.3% | 180 | $10K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -87.2% | 150 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 116 | $6K |
| US Bancorp \de | 0.00% | New | 115 | $6K |
| TruNorth Capital Management, LLC | 0.00% | — | 114 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 100 | $5K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 89 | $5K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 74 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 74 | $4K |
| Access Investment Management LLC | 0.00% | No change | 60 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 47 | $3K |
| Cutler Group LLC / CA | 0.00% | Reduce -99.6% | 44 | $2K |
| Capital Analysts, LLC | 0.00% | Reduce -98.5% | 39 | $2K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 30 | $2K |
| MTM Investment Management, LLC | 0.00% | New | 26 | $1K |
| Ancora Advisors LLC | 0.00% | Reduce -80.6% | 25 | $1K |
| Key Financial Inc | 0.00% | No change | 19 | $1K |
| Larson Financial Group LLC | 0.00% | Add +80.0% | 18 | $966 |
| Logan Capital Management Inc. | 0.00% | No change | 16 | $873 |
| Abound Wealth Management | 0.00% | New | 11 | $596 |
| M&R Capital Management Inc. | 0.00% | No change | 10 | $537 |
"% of holder's portfolio" is KBWB's weight in each manager's 13F, not the share of Invesco KBW Bank ETF the manager owns.