Invesco KBW Bank ETFKBWBETF
13F holders, Q2 2025 (June 30)231holders +1
35new positions
34sold out
6famous investors
$71.62avg. 13F price*
At the end of Q2 2025, 231 institutions reported holding Invesco KBW Bank ETF (KBWB) in their 13F filings, up 1 from Q1 2025. 35 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($918.9M), Migdal Insurance & Financial Holdings Ltd. ($400.7M) and Clal Insurance Enterprises Holdings Ltd ($313.0M). 6 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $40.7M |
| Exits | 34 | $104.5M |
All 13F filers, Q1 2025 → Q2 2025: 10,885,682 shares bought and 3,047,407 shares sold, net +7,838,275 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| Bank of America Corp. | 0.07% | Reduce -1.5% | 12,830,652 | $918.9M |
| Migdal Insurance & Financial Holdings Ltd. | 4.76% | Add +64.8% | 5,595,000 | $400.7M |
| Clal Insurance Enterprises Holdings Ltd | 3.08% | Add +23.3% | 4,370,000 | $313.0M |
| JPMorgan Chase & Co. | 0.02% | Add +117.7% | 3,503,711 | $250.9M |
| Menora Mivtachim Holdings LTD. | 1.27% | Add +107.4% | 3,085,450 | $221.0M |
| Fisher Asset Management | 0.09% | Add +14.5% | 2,991,470 | $214.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +31.3% | 2,940,662 | $210.6M |
| Harel Insurance Investments & Financial Services Ltd. | 1.86% | No change | 2,272,620 | $162.8M |
| Wharton Business Group, LLC | 5.78% | Add +6.6% | 1,914,019 | $136.9M |
| Morgan Stanley | 0.01% | Add +7.7% | 1,109,116 | $79.4M |
| Fiduciary Trust Co | 0.82% | Add +7.4% | 926,093 | $66.3M |
| Royal Bank of Canada | 0.01% | Add +60.0% | 753,504 | $54.0M |
| Citigroup Inc. | 0.04% | Add +600.7% | 744,956 | $53.4M |
| CW Advisors, LLC | 0.48% | Reduce -27.5% | 692,760 | $49.6M |
| Guardian Partners Inc. | 4.00% | Add +839.2% | 608,586 | $44.5M |
| Summit Trail Advisors, LLC | 0.58% | Reduce -29.7% | 473,162 | $33.9M |
| Horizon Investments, LLC | 0.52% | Add +19.9% | 457,451 | $32.8M |
| Wells Fargo & Company | 0.01% | Add +2.2% | 417,804 | $29.9M |
| LPL Financial LLC | 0.01% | Add +6.8% | 411,120 | $29.4M |
| UBS Group AG | 0.01% | Add +17.6% | 343,850 | $24.6M |
| Schroder Investment Management Group | 0.02% | New | 322,906 | $23.0M |
| BNP Paribas Financial Markets | 0.02% | Reduce -31.6% | 319,770 | $22.9M |
| SOL Capital Management CO | 1.97% | Reduce -0.3% | 283,134 | $20.3M |
| Ledyard National Bank | 1.82% | Reduce -4.0% | 269,215 | $19.3M |
| Valley Wealth Managers, Inc. | 1.31% | Add +15.3% | 253,642 | $18.2M |
| Citadel Advisors | 0.02% | Add +35.5% | 253,076 | $18.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +64.1% | 240,411 | $17.2M |
| Foundations Investment Advisors, LLC | 0.23% | Add +4.8% | 204,669 | $14.7M |
| RFG Holdings, Inc. | 4.10% | Reduce -1.6% | 197,378 | $14.1M |
| FIL Ltd | 0.01% | Add +214.7% | 196,021 | $14.1M |
| Altfest L J & Co. Inc. | 1.43% | Add +3328.2% | 169,626 | $12.1M |
| Edmond DE Rothschild Holding S.A. | 0.18% | Add +2.0% | 153,800 | $11.0M |
| Cetera Investment Advisers | 0.02% | Add +5.3% | 143,009 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.9% | 134,838 | $9.7M |
| Ssi Investment Management LLC | 3.60% | Add +95.1% | 124,746 | $8.9M |
| Banco BTG Pactual S.A. | 1.75% | Reduce -9.5% | 120,000 | $8.6M |
| Bank of New York Mellon Corp | 0.00% | Add +21.4% | 110,795 | $7.9M |
| Lowe Brockenbrough & Co. Inc. | 0.44% | Reduce -1.7% | 108,413 | $7.8M |
| Nan Shan Life Insurance Co., Ltd. | 0.16% | No change | 99,650 | $7.1M |
| Csenge Advisory Group | 0.37% | Reduce -0.5% | 107,014 | $7.0M |
| GTS Securities LLC | 0.31% | Add +281.6% | 97,156 | $7.0M |
| WP Advisors, LLC | 1.84% | Add +0.9% | 93,352 | $6.7M |
| Stephens Inc. | 0.08% | Reduce -0.0% | 82,050 | $5.9M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -1.2% | 77,465 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -42.5% | 68,227 | $4.9M |
| First International Bank of Israel Ltd. | 2.62% | — | 62,000 | $4.4M |
| Anfield Capital Management, LLC | 1.41% | Reduce -1.3% | 59,495 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +133.2% | 55,166 | $4.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -23.4% | 54,986 | $3.9M |
| Quadcap Wealth Management, LLC | 0.50% | Reduce -0.7% | 54,782 | $3.9M |
| Renaissance Technologies | 0.01% | New | 54,600 | $3.9M |
| Synovus Financial Corp. | 0.05% | Reduce -0.2% | 53,686 | $3.8M |
| Central Pacific Bank - Trust Division | 0.50% | Add +87.1% | 52,890 | $3.8M |
| PGIM Custom Harvest LLC | 0.07% | Add +16.6% | 49,132 | $3.5M |
| Two Sigma Investments, LP | 0.01% | New | 44,600 | $3.2M |
| ProVise Management Group, LLC | 0.24% | Reduce -4.5% | 43,033 | $3.1M |
| Good Life Advisors, LLC | 0.19% | Reduce -32.1% | 42,435 | $3.0M |
| Quattro Financial Advisors LLC | 1.07% | Reduce -6.3% | 42,307 | $3.0M |
| Quantinno Capital Management LP | 0.01% | Add +2.8% | 41,976 | $3.0M |
| Meitav Investment House Ltd. | 0.04% | Add +60.7% | 40,455 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 40,215 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.7% | 39,709 | $2.8M |
| Advocacy Wealth Management, LLC | 0.17% | Reduce -17.2% | 38,543 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.24% | Reduce -22.5% | 36,323 | $2.6M |
| Helix Partners Management LP | 1.34% | New | 35,000 | $2.5M |
| Pinnacle Wealth Management Group, Inc. | 1.44% | Add +5.9% | 34,978 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -0.3% | 34,781 | $2.5M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -72.6% | 32,876 | $2.4M |
| Delos Wealth Advisors, LLC | 1.75% | Reduce -8.0% | 31,291 | $2.2M |
| Founders Financial Securities LLC | 0.17% | Add +34.8% | 30,586 | $2.2M |
| Tudor Investment Corporation | 0.02% | Add +817.6% | 30,170 | $2.2M |
| Juncture Wealth Strategies, LLC | 0.73% | Add +106.9% | 28,572 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 28,001 | $2.0M |
| Masso Torrence Wealth Management Inc. | 0.90% | Reduce -3.5% | 27,103 | $1.9M |
| Hazlett, Burt & Watson, Inc. | 0.79% | Add +16.9% | 26,959 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.1% | 26,585 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.9% | 23,713 | $1.7M |
| HRT Financial LP | 0.01% | New | 22,162 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +27.0% | 20,831 | $1.5M |
| Magnus Financial Group LLC | 0.13% | Add +14.9% | 20,428 | $1.5M |
| WESPAC Advisors SoCal, LLC | 0.30% | Reduce -2.2% | 18,716 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -2.2% | 16,681 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.0% | 16,540 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -2.9% | 16,087 | $1.2M |
| Quantitative Investment Management, LLC | 0.15% | Reduce -51.0% | 15,418 | $1.1M |
| Rockland Trust Co. | 0.05% | Reduce -7.5% | 15,335 | $1.1M |
| Mainstay Capital Management LLC | 0.05% | Reduce -8.2% | 15,126 | $1.1M |
| Jain Global LLC | 0.02% | New | 14,842 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | No change | 14,291 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.1% | 14,086 | $1.0M |
| Beacon Financial Advisory LLC | 0.26% | Reduce -2.1% | 13,869 | $993K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -1.3% | 13,339 | $955K |
| Simplex Trading, LLC | 0.03% | Reduce -45.1% | 13,094 | $937K |
| Investment Management Corp. /Va/ | 0.84% | Add +2.3% | 12,927 | $926K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 12,388 | $887K |
| Dumont & Blake Investment Advisors LLC | 0.22% | Reduce -0.7% | 11,793 | $845K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +16.6% | 11,689 | $837K |
| Global Retirement Partners, LLC | 0.02% | — | 11,391 | $816K |
| Family Manage LLC | 0.12% | No change | 10,817 | $775K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.4% | 10,085 | $722K |
"% of holder's portfolio" is KBWB's weight in each manager's 13F, not the share of Invesco KBW Bank ETF the manager owns.