Invesco KBW Bank ETFKBWBETF
13F holders, Q4 2024 (December 31)203holders +38
51new positions
16sold out
6famous investors
$65.37avg. 13F price*
At the end of Q4 2024, 203 institutions reported holding Invesco KBW Bank ETF (KBWB) in their 13F filings, up 38 from Q3 2024. 51 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($501.9M), Clal Insurance Enterprises Holdings Ltd ($192.8M) and Fisher Asset Management ($182.5M). 6 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Invesco KBW Bank ETF
- CUSIP
- 46138E628
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $91.8M |
| Exits | 16 | $17.8M |
All 13F filers, Q3 2024 → Q4 2024: 10,223,622 shares bought and 2,345,358 shares sold, net +7,878,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Bank of America Corp. | 0.05% | Reduce -3.8% | 7,680,223 | $501.9M |
| Clal Insurance Enterprises Holdings Ltd | 1.74% | Add +961.1% | 2,950,000 | $192.8M |
| Fisher Asset Management | 0.07% | Add +10.4% | 2,792,499 | $182.5M |
| Migdal Insurance & Financial Holdings Ltd. | 2.50% | Add +1780000.0% | 2,670,150 | $174.5M |
| Wharton Business Group, LLC | 5.31% | Reduce -9.4% | 1,799,937 | $117.6M |
| CW Advisors, LLC | 0.88% | Reduce -1.4% | 976,015 | $63.8M |
| Citigroup Inc. | 0.05% | Add +7068.5% | 784,091 | $51.2M |
| Morgan Stanley | 0.00% | Add +97.3% | 771,277 | $50.4M |
| Fiduciary Trust Co | 0.64% | Add +61.1% | 745,392 | $48.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.66% | Add +129166.7% | 620,480 | $40.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.3% | 551,008 | $36.0M |
| Royal Bank of Canada | 0.01% | Add +35.5% | 480,887 | $31.4M |
| Horizon Investments, LLC | 0.73% | New | 391,717 | $25.6M |
| Wells Fargo & Company | 0.01% | Add +19.6% | 366,186 | $23.9M |
| LPL Financial LLC | 0.01% | Add +47.4% | 346,539 | $22.6M |
| Summit Trail Advisors, LLC | 0.74% | New | 306,642 | $20.0M |
| Ledyard National Bank | 1.82% | Reduce -9.7% | 295,318 | $19.3M |
| SOL Capital Management CO | 2.07% | Reduce -2.9% | 284,398 | $18.6M |
| Guardian Partners Inc. | 1.86% | — | 275,752 | $18.3M |
| UBS Group AG | 0.00% | Add +133.8% | 247,587 | $16.2M |
| Valley Wealth Managers, Inc. | 1.03% | Add +4.3% | 211,758 | $13.8M |
| RFG Holdings, Inc. | 4.14% | Reduce -6.0% | 190,651 | $12.5M |
| D. E. Shaw & Co. | 0.01% | Add +862.1% | 183,319 | $12.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +28654.5% | 160,450 | $10.5M |
| BNP Paribas Financial Markets | 0.01% | Add +46.1% | 156,483 | $10.2M |
| Cetera Investment Advisers | 0.02% | Add +29.2% | 129,481 | $8.5M |
| Marshall Wace, LLP | 0.01% | New | 121,394 | $7.9M |
| Raymond James Financial Inc. | 0.00% | — | 113,382 | $7.4M |
| Lowe Brockenbrough & Co. Inc. | 0.46% | Add +2.0% | 109,845 | $7.2M |
| WP Advisors, LLC | 2.01% | Reduce -0.8% | 92,258 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +534.0% | 89,442 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -76.1% | 85,624 | $5.6M |
| Stephens Inc. | 0.08% | Add +0.0% | 82,357 | $5.4M |
| Aragon Global Management, LP | 1.99% | New | 82,150 | $5.4M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +50.7% | 74,600 | $4.9M |
| Good Life Advisors, LLC | 0.32% | Reduce -49.4% | 67,557 | $4.4M |
| Attessa Capital LLC | 2.65% | — | 59,570 | $3.9M |
| One Capital Management, LLC | 0.12% | New | 57,579 | $3.8M |
| Quadrature Capital Ltd | 0.07% | New | 55,396 | $3.6M |
| Synovus Financial Corp. | 0.04% | Reduce -4.2% | 53,882 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.5% | 47,541 | $3.1M |
| ProVise Management Group, LLC | 0.26% | Reduce -3.5% | 46,754 | $3.1M |
| Transamerica Financial Advisors, LLC | 0.30% | Add +2.5% | 45,732 | $3.0M |
| PGIM Custom Harvest LLC | 0.06% | Reduce -14.2% | 45,501 | $3.0M |
| Renaissance Technologies | 0.00% | Add +680.0% | 42,900 | $2.8M |
| Citadel Advisors | 0.00% | Add +42.2% | 42,637 | $2.8M |
| Altfest L J & Co. Inc. | 0.35% | New | 42,473 | $2.8M |
| Quantinno Capital Management LP | 0.02% | Add +42.3% | 37,213 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.6% | 36,352 | $2.4M |
| Avalon Capital Management | 0.77% | New | 36,341 | $2.4M |
| Blair William & Co. | 0.01% | Add +8046.7% | 35,031 | $2.3M |
| Delos Wealth Advisors, LLC | 1.76% | Add +11.4% | 33,842 | $2.2M |
| Financial Advocates Investment Management | 0.12% | New | 32,790 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +134.8% | 29,988 | $2.0M |
| Jefferies Financial Group Inc. | 0.02% | Add +325.8% | 29,380 | $1.9M |
| Addison Advisors LLC | 0.52% | Add +1.7% | 28,679 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 26,942 | $1.8M |
| Quattro Financial Advisors LLC | 0.44% | Reduce -0.8% | 24,168 | $1.7M |
| Meitav Investment House Ltd. | 0.03% | No change | 25,180 | $1.6M |
| Founders Financial Securities LLC | 0.13% | New | 22,775 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +6.0% | 20,598 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.57% | Add +18.6% | 19,613 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -50.5% | 18,895 | $1.2M |
| Gemmer Asset Management LLC | 0.11% | New | 17,681 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 17,600 | $1.2M |
| Rockland Trust Co. | 0.06% | Reduce -3.3% | 17,451 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 16,866 | $1.1M |
| HRT Financial LP | 0.01% | New | 16,695 | $1.1M |
| Laidlaw Wealth Management LLC | 0.47% | No change | 16,642 | $1.1M |
| Mainstay Capital Management LLC | 0.16% | New | 16,326 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +60.4% | 16,142 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.7% | 15,843 | $1.0M |
| Tudor Investment Corporation | 0.01% | Reduce -84.0% | 15,799 | $1.0M |
| Astoria Portfolio Advisors LLC. | 0.36% | New | 15,025 | $999K |
| Magnus Financial Group LLC | 0.10% | Add +22.4% | 15,041 | $983K |
| Beacon Financial Advisory LLC | 0.31% | Reduce -0.0% | 14,388 | $940K |
| Parsons Capital Management Inc. | 0.05% | Reduce -2.2% | 14,291 | $934K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 14,252 | $931K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.9% | 14,071 | $920K |
| Janney Montgomery Scott LLC | 0.00% | Add +31.6% | 13,747 | $898K |
| Investment Management Corp. /Va/ | 0.71% | — | 12,138 | $793K |
| Dumont & Blake Investment Advisors LLC | 0.21% | Reduce -0.1% | 11,880 | $776K |
| Global Retirement Partners, LLC | 0.02% | Reduce -0.2% | 11,823 | $773K |
| Leuthold Group, LLC | 0.09% | New | 11,180 | $731K |
| Family Manage LLC | 0.11% | No change | 10,817 | $707K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -3.4% | 10,787 | $705K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +1.7% | 10,504 | $686K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.0% | 10,261 | $671K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.8% | 9,362 | $669K |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.1% | 10,052 | $657K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +110.8% | 9,788 | $640K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 9,625 | $629K |
| Jane Street Group, LLC | 0.00% | New | 9,142 | $597K |
| One Day In July LLC | 0.06% | Reduce -4.0% | 8,529 | $557K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -5.9% | 8,482 | $554K |
| Stifel Financial Corp. | 0.00% | New | 8,295 | $542K |
| Juncture Wealth Strategies, LLC | 0.20% | New | 8,260 | $540K |
| Integrated Advisors Network LLC | 0.03% | New | 8,247 | $539K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -1.2% | 8,120 | $531K |
| City Center Advisors, LLC | 0.56% | New | 7,698 | $503K |
"% of holder's portfolio" is KBWB's weight in each manager's 13F, not the share of Invesco KBW Bank ETF the manager owns.