Invesco KBW Bank ETFKBWBETF
13F holders, Q1 2025 (March 31)230holders +27
55new positions
27sold out
4famous investors
$62.74avg. 13F price*
At the end of Q1 2025, 230 institutions reported holding Invesco KBW Bank ETF (KBWB) in their 13F filings, up 27 from Q4 2024. 55 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($817.8M), Clal Insurance Enterprises Holdings Ltd ($222.5M) and Migdal Insurance & Financial Holdings Ltd. ($213.1M). 4 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $233.5M |
| Exits | 27 | $34.8M |
All 13F filers, Q4 2024 → Q1 2025: 17,802,230 shares bought and 1,964,270 shares sold, net +15,837,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| Bank of America Corp. | 0.07% | Add +69.6% | 13,028,901 | $817.8M |
| Clal Insurance Enterprises Holdings Ltd | 2.30% | Add +20.2% | 3,545,000 | $222.5M |
| Migdal Insurance & Financial Holdings Ltd. | 2.99% | Add +27.1% | 3,395,000 | $213.1M |
| Fisher Asset Management | 0.07% | Reduce -6.5% | 2,611,640 | $163.9M |
| Harel Insurance Investments & Financial Services Ltd. | 1.87% | Add +266.3% | 2,272,620 | $142.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +306.5% | 2,240,028 | $140.6M |
| Wharton Business Group, LLC | 5.10% | Reduce -0.2% | 1,796,164 | $112.8M |
| JPMorgan Chase & Co. | 0.01% | Add +3284.7% | 1,609,128 | $101.0M |
| Menora Mivtachim Holdings LTD. | 0.61% | New | 1,488,000 | $93.4M |
| Morgan Stanley | 0.00% | Add +33.6% | 1,030,295 | $64.7M |
| CW Advisors, LLC | 0.72% | Reduce -2.1% | 955,843 | $60.0M |
| Fiduciary Trust Co | 0.71% | Add +15.7% | 862,544 | $54.1M |
| Temasek Holdings (Private) Ltd | 0.21% | New | 831,238 | $52.2M |
| Summit Trail Advisors, LLC | 1.39% | Add +119.5% | 672,954 | $42.2M |
| Royal Bank of Canada | 0.01% | Reduce -2.1% | 470,992 | $29.6M |
| BNP Paribas Financial Markets | 0.02% | Add +198.8% | 467,530 | $29.3M |
| Wells Fargo & Company | 0.01% | Add +11.6% | 408,705 | $25.7M |
| Quadrature Capital Ltd | 0.54% | Add +604.7% | 390,351 | $24.5M |
| LPL Financial LLC | 0.01% | Add +11.0% | 384,791 | $24.2M |
| Horizon Investments, LLC | 0.71% | Reduce -2.6% | 381,688 | $24.0M |
| UBS Group AG | 0.00% | Add +18.1% | 292,444 | $18.4M |
| SOL Capital Management CO | 1.97% | Reduce -0.1% | 284,068 | $17.8M |
| Ledyard National Bank | 1.74% | Reduce -5.0% | 280,529 | $17.6M |
| Valley Wealth Managers, Inc. | 1.05% | Add +3.9% | 219,985 | $13.8M |
| RFG Holdings, Inc. | 4.10% | Add +5.3% | 200,652 | $12.6M |
| Foundations Investment Advisors, LLC | 0.23% | New | 195,221 | $12.3M |
| Citadel Advisors | 0.01% | Add +338.2% | 186,839 | $11.7M |
| Edmond DE Rothschild Holding S.A. | 0.17% | Add +502696.7% | 150,839 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +63.8% | 146,520 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Add +25.1% | 141,806 | $8.9M |
| Cetera Investment Advisers | 0.02% | Add +4.9% | 135,781 | $8.5M |
| Banco BTG Pactual S.A. | 2.08% | New | 132,600 | $8.3M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +1145.8% | 119,913 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Add +476.0% | 118,644 | $7.4M |
| Lowe Brockenbrough & Co. Inc. | 0.46% | Add +0.4% | 110,310 | $6.9M |
| Citigroup Inc. | 0.01% | Reduce -86.4% | 106,316 | $6.7M |
| Nan Shan Life Insurance Co., Ltd. | 0.15% | New | 99,650 | $6.3M |
| Csenge Advisory Group | 0.35% | New | 107,560 | $6.1M |
| WP Advisors, LLC | 1.93% | Add +0.2% | 92,475 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Add +6.6% | 91,259 | $5.7M |
| Stephens Inc. | 0.08% | Reduce -0.3% | 82,080 | $5.2M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +2112.2% | 78,423 | $4.9M |
| Itau Unibanco Holding S.A. | 0.18% | New | 75,455 | $4.7M |
| Principal Financial Group Inc. | 0.00% | New | 71,816 | $4.5M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +143.9% | 65,704 | $4.1M |
| Attessa Capital LLC | 2.65% | Add +8.4% | 64,606 | $4.1M |
| Ssi Investment Management LLC | 1.62% | New | 63,946 | $4.0M |
| Good Life Advisors, LLC | 0.28% | Reduce -7.5% | 62,462 | $3.9M |
| FIL Ltd | 0.00% | New | 62,284 | $3.9M |
| Guardian Partners Inc. | 0.39% | Reduce -76.5% | 64,801 | $3.8M |
| Anfield Capital Management, LLC | 1.40% | New | 60,275 | $3.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -64.4% | 57,146 | $3.6M |
| One Capital Management, LLC | 0.12% | Reduce -1.2% | 56,863 | $3.6M |
| Quadcap Wealth Management, LLC | 0.50% | New | 55,145 | $3.5M |
| Synovus Financial Corp. | 0.04% | Reduce -0.2% | 53,796 | $3.4M |
| Transamerica Financial Advisors, LLC | 0.30% | Add +2.5% | 46,862 | $2.9M |
| Advocacy Wealth Management, LLC | 0.20% | Add +630.0% | 46,531 | $2.9M |
| Quattro Financial Advisors LLC | 0.97% | Add +86.8% | 45,159 | $2.8M |
| ProVise Management Group, LLC | 0.24% | Reduce -3.7% | 45,042 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +169.4% | 43,489 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +41.1% | 42,327 | $2.7M |
| PGIM Custom Harvest LLC | 0.06% | Reduce -7.4% | 42,132 | $2.6M |
| Quantinno Capital Management LP | 0.02% | Add +9.7% | 40,837 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.4% | 40,509 | $2.5M |
| Advisor Resource Council | 0.20% | New | 49,208 | $2.5M |
| Captrust Financial Advisors | 0.01% | New | 34,903 | $2.2M |
| Delos Wealth Advisors, LLC | 1.69% | Add +0.5% | 34,023 | $2.1M |
| Pinnacle Wealth Management Group, Inc. | 1.45% | New | 33,019 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -8.3% | 32,136 | $2.0M |
| Quantitative Investment Management, LLC | 0.18% | New | 31,432 | $2.0M |
| Financial Advocates Investment Management | 0.13% | Reduce -8.2% | 30,112 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +387.2% | 28,566 | $1.8M |
| Central Pacific Bank - Trust Division | 0.26% | New | 28,275 | $1.8M |
| Masso Torrence Wealth Management Inc. | 0.94% | New | 28,073 | $1.8M |
| Avalon Capital Management | 0.51% | Reduce -22.8% | 28,052 | $1.8M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -6.3% | 27,530 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +287.6% | 27,163 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | New | 26,383 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +62.5% | 25,740 | $1.6M |
| Gemmer Asset Management LLC | 0.16% | Add +45.1% | 25,653 | $1.6M |
| GTS Securities LLC | 0.07% | New | 25,462 | $1.6M |
| Meitav Investment House Ltd. | 0.03% | No change | 25,180 | $1.6M |
| Simplex Trading, LLC | 0.05% | Add +326.4% | 23,837 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +66.0% | 23,654 | $1.5M |
| Quantbot Technologies LP | 0.05% | New | 23,283 | $1.5M |
| Hazlett, Burt & Watson, Inc. | 0.65% | Add +17.6% | 23,057 | $1.5M |
| Founders Financial Securities LLC | 0.12% | Reduce -0.4% | 22,684 | $1.4M |
| Flow Traders U.S. LLC | 0.06% | New | 21,292 | $1.3M |
| Hobbs Group Advisors, LLC | 0.47% | New | 19,754 | $1.2M |
| WESPAC Advisors SoCal, LLC | 0.31% | New | 19,130 | $1.2M |
| Two Sigma Securities, LLC | 0.17% | New | 18,120 | $1.1M |
| Ulysses Management LLC | 0.29% | New | 18,000 | $1.1M |
| Magnus Financial Group LLC | 0.11% | Add +18.2% | 17,778 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 17,064 | $1.1M |
| Rockland Trust Co. | 0.05% | Reduce -5.0% | 16,585 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -12.3% | 16,571 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 16,539 | $1.0M |
| Mainstay Capital Management LLC | 0.14% | Add +0.9% | 16,478 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.5% | 16,398 | $1.0M |
| Parsons Capital Management Inc. | 0.05% | No change | 14,291 | $897K |
"% of holder's portfolio" is KBWB's weight in each manager's 13F, not the share of Invesco KBW Bank ETF the manager owns.