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 |
| Atria Investments, Inc | 0.01% | Reduce -7.6% | 7,682 | $502K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -7.3% | 7,519 | $491K |
| Independent Financial Group, LLC | 0.02% | Add +7.6% | 7,140 | $467K |
| Private Advisor Group, LLC | 0.00% | New | 7,008 | $458K |
| Bank of Montreal | 0.00% | Reduce -46.5% | 6,923 | $452K |
| Composition Wealth, LLC | 0.01% | Reduce -1.9% | 6,681 | $437K |
| Bank Hapoalim BM | 0.07% | No change | 6,449 | $421K |
| Clark Asset Management, LLC | 0.08% | Add +0.6% | 6,422 | $420K |
| Advocacy Wealth Management, LLC | 0.03% | New | 6,374 | $417K |
| Tanager Wealth Management LLP | 0.05% | New | 6,057 | $396K |
| Accredited Investors Inc. | 0.02% | Reduce -11.6% | 5,923 | $387K |
| HighTower Advisors, LLC | 0.00% | Add +13.5% | 5,863 | $383K |
| Cerity Partners LLC | 0.00% | Add +12.5% | 5,649 | $369K |
| Simplex Trading, LLC | 0.01% | Add +15427.8% | 5,590 | $365K |
| Integrated Wealth Concepts LLC | 0.00% | Add +6.5% | 5,283 | $345K |
| Fosun International Ltd | 0.10% | Reduce -50.0% | 5,000 | $327K |
| M&T Bank Corp | 0.00% | No change | 5,000 | $327K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,890 | $320K |
| Broadleaf Partners, LLC | 0.07% | Reduce -11.8% | 4,841 | $316K |
| NewEdge Advisors, LLC | 0.00% | Reduce -29.8% | 4,585 | $300K |
| Fairscale Capital, LLC | 0.25% | No change | 4,450 | $291K |
| Mariner, LLC | 0.00% | Add +0.2% | 4,405 | $288K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +6.4% | 4,385 | $287K |
| Tranquilli Financial Advisor LLC | 0.18% | New | 4,320 | $282K |
| DSG Capital Advisors, LLC | 0.05% | — | 4,318 | $282K |
| Montag A & Associates Inc. | 0.01% | New | 4,250 | $278K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.6% | 4,193 | $274K |
| Quantum Portfolio Management LLC | 0.14% | New | 4,116 | $269K |
| LM Advisors LLC | 0.05% | New | 4,000 | $261K |
| PFG Investments, LLC | 0.02% | New | 3,860 | $252K |
| Cwm, LLC | 0.00% | Reduce -5.9% | 3,846 | $251K |
| Strategic Blueprint, LLC | 0.01% | Reduce -9.9% | 3,649 | $238K |
| Caprock Group, LLC | 0.01% | No change | 3,646 | $238K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -11.4% | 3,599 | $235K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 3,545 | $232K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,503 | $229K |
| Sapient Capital LLC | 0.00% | No change | 3,422 | $224K |
| Focus Partners Wealth | 0.00% | New | 3,345 | $219K |
| Alliancebernstein L.P. | 0.00% | New | 3,335 | $218K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,163 | $210K |
| Joseph P. Lucia & Associates, LLC | 0.09% | New | 3,211 | $210K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 2,900 | $209K |
| Collar Capital Management, LLC | 0.17% | — | 3,169 | $207K |
| AQR Capital Management | 0.00% | New | 3,163 | $207K |
| Corient Private Wealth LP | 0.00% | Reduce -60.8% | 3,074 | $201K |
| Jones Financial Companies LLLP | 0.00% | Add +143.5% | 2,876 | $188K |
| Spire Wealth Management | 0.01% | Add +371.0% | 2,793 | $183K |
| Barclays PLC | 0.00% | No change | 2,533 | $166K |
| Finley Financial, LLC | 0.08% | — | 2,250 | $156K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.3% | 2,234 | $146K |
| FMR LLC | 0.00% | Reduce -2.3% | 2,060 | $135K |
| Sunbelt Securities, Inc. | 0.01% | Add +5.4% | 1,775 | $116K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.2% | 1,730 | $113K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,290 | $90K |
| HM Payson & Co. | 0.00% | No change | 1,156 | $76K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.4% | 951 | $62K |
| Thompson Investment Management, Inc. | 0.01% | New | 833 | $54K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 819 | $54K |
| Y.D. More Investments Ltd | 0.00% | No change | 810 | $53K |
| Comerica Bank | 0.00% | Reduce -9.2% | 751 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.2% | 588 | $38K |
| Synergy Asset Management, LLC | 0.00% | New | 615 | $36K |
| Private Trust Co. NA | 0.00% | Reduce -24.9% | 425 | $28K |
| Blume Capital Management, Inc. | 0.01% | No change | 400 | $26K |
| MCF Advisors LLC | 0.00% | Add +0.5% | 371 | $24K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 318 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 302 | $20K |
| Allworth Financial LP | 0.00% | No change | 251 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 250 | $16K |
| National Bank of Canada | 0.00% | No change | 204 | $13K |
| Tidemark, LLC | 0.00% | No change | 194 | $13K |
| Piscataqua Savings Bank | 0.01% | No change | 180 | $12K |
| Avior Wealth Management, LLC | 0.00% | Add +72.6% | 164 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +0.6% | 159 | $10K |
| NFSG Corp | 0.00% | No change | 135 | $9K |
| CoreCap Advisors, LLC | 0.00% | No change | 116 | $8K |
| TruNorth Capital Management, LLC | 0.00% | No change | 114 | $7K |
| PFS Partners, LLC | 0.00% | No change | 107 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 105 | $7K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 100 | $7K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 99 | $6K |
| MAI Capital Management | 0.00% | New | 89 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 74 | $5K |
| First Horizon Advisors, Inc. | 0.00% | New | 67 | $4K |
| Access Investment Management LLC | 0.00% | No change | 60 | $4K |
| Fifth Third Bancorp | 0.00% | New | 59 | $4K |
| AE Wealth Management LLC | 0.00% | New | 48 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -58.8% | 47 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 47 | $3K |
| PSI Advisors, LLC | 0.00% | New | 42 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 38 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -69.3% | 35 | $2K |
| US Bancorp \de | 0.00% | Reduce -71.7% | 32 | $2K |
| Capital Analysts, LLC | 0.00% | Reduce -42.1% | 33 | $2K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 30 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 23 | $2K |
| Key Financial Inc | 0.00% | No change | 19 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 17 | $1K |
| Duncker Streett & Co. Inc. | 0.00% | New | 14 | $915 |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 10 | $654 |
| Larson Financial Group LLC | 0.00% | No change | 10 | $654 |
| IFP Advisors, Inc | 0.00% | New | 9 | $588 |
| Barrett & Company, Inc. | 0.00% | New | 8 | $523 |
"% of holder's portfolio" is KBWB's weight in each manager's 13F, not the share of Invesco KBW Bank ETF the manager owns.