Invesco KBW Bank ETFKBWBETF
13F holders, Q3 2025 (September 30)260holders +29
52new positions
26sold out
6famous investors
$78.21avg. 13F price*
At the end of Q3 2025, 260 institutions reported holding Invesco KBW Bank ETF (KBWB) in their 13F filings, up 29 from Q2 2025. 52 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($967.1M), JPMorgan Chase & Co. ($486.1M) and Harel Insurance Investments & Financial Services Ltd. ($326.7M). 6 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $167.8M |
| Exits | 26 | $78.0M |
All 13F filers, Q2 2025 → Q3 2025: 11,058,747 shares bought and 5,786,186 shares sold, net +5,272,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Bank of America Corp. | 0.07% | Reduce -3.6% | 12,365,064 | $967.1M |
| JPMorgan Chase & Co. | 0.03% | Add +77.4% | 6,215,823 | $486.1M |
| Harel Insurance Investments & Financial Services Ltd. | 2.94% | Add +83.8% | 4,177,620 | $326.7M |
| Clal Insurance Enterprises Holdings Ltd | 2.30% | Reduce -11.8% | 3,856,000 | $301.6M |
| Migdal Insurance & Financial Holdings Ltd. | 3.11% | Reduce -34.0% | 3,693,000 | $288.8M |
| Fisher Asset Management | 0.09% | Add +9.2% | 3,265,162 | $255.4M |
| Menora Mivtachim Holdings LTD. | 1.23% | Add +0.1% | 3,089,050 | $241.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -7.7% | 2,715,703 | $212.4M |
| Wharton Business Group, LLC | 6.27% | Reduce -4.2% | 1,834,107 | $143.4M |
| Morgan Stanley | 0.01% | Add +47.0% | 1,630,326 | $127.5M |
| Two Sigma Investments, LP | 0.15% | Add +2620.7% | 1,213,448 | $94.9M |
| Temasek Holdings (Private) Ltd | 0.29% | New | 1,069,000 | $83.6M |
| Fiduciary Trust Co | 0.69% | Reduce -16.1% | 777,173 | $60.8M |
| Osaic Holdings, Inc. | 0.08% | Add +1754.5% | 736,385 | $57.6M |
| Royal Bank of Canada | 0.01% | Reduce -9.7% | 680,808 | $53.2M |
| Summit Trail Advisors, LLC | 0.69% | Add +35.0% | 638,955 | $50.0M |
| Meitav Investment House Ltd. | 0.63% | Add +1409.0% | 610,455 | $47.6M |
| Guardian Partners Inc. | 3.79% | Reduce -4.5% | 581,319 | $44.8M |
| LPL Financial LLC | 0.01% | Add +11.2% | 457,144 | $35.8M |
| Horizon Investments, LLC | 0.45% | Reduce -5.0% | 434,534 | $34.0M |
| Wells Fargo & Company | 0.01% | Add +2.6% | 428,808 | $33.5M |
| FIL Ltd | 0.02% | Add +75.2% | 343,382 | $26.9M |
| Valley Wealth Managers, Inc. | 1.56% | Add +19.0% | 301,822 | $23.6M |
| SOL Capital Management CO | 1.86% | Reduce -6.2% | 265,518 | $20.8M |
| Ledyard National Bank | 1.82% | Reduce -3.4% | 260,198 | $20.4M |
| UBS Group AG | 0.00% | Reduce -24.9% | 258,237 | $20.2M |
| Foundations Investment Advisors, LLC | 0.27% | Add +17.6% | 240,635 | $18.8M |
| Marks Wealth, LLC | 5.25% | New | 217,459 | $17.0M |
| Susquehanna International Group, LLP | 0.02% | Add +4096.5% | 212,134 | $16.6M |
| Citigroup Inc. | 0.01% | Reduce -71.8% | 210,443 | $16.5M |
| Raymond James Financial Inc. | 0.01% | Add +50.5% | 202,886 | $15.9M |
| RFG Holdings, Inc. | 4.03% | Add +1.3% | 199,852 | $15.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.1% | 172,811 | $13.5M |
| Cetera Investment Advisers | 0.01% | Add +8.2% | 154,715 | $12.1M |
| Edmond DE Rothschild Holding S.A. | 0.19% | Add +0.4% | 154,411 | $12.1M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1.45% | New | 127,000 | $9.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 116,083 | $9.1M |
| Lowe Brockenbrough & Co. Inc. | 0.44% | Add +1.5% | 110,073 | $8.6M |
| Csenge Advisory Group | 0.40% | Add +1.0% | 108,050 | $8.5M |
| WP Advisors, LLC | 1.84% | Reduce -0.9% | 92,500 | $7.2M |
| Banco BTG Pactual S.A. | 1.03% | Reduce -25.0% | 90,000 | $7.0M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +6.5% | 82,535 | $6.5M |
| Stephens Inc. | 0.08% | Reduce -0.3% | 81,813 | $6.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -28.5% | 79,241 | $6.2M |
| Krilogy Financial LLC | 0.23% | New | 79,573 | $6.1M |
| Cubist Systematic Strategies, LLC | 0.09% | Add +135.6% | 77,452 | $6.1M |
| Anfield Capital Management, LLC | 1.76% | Add +28.9% | 76,676 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +9.6% | 74,788 | $5.8M |
| Tower Research Capital LLC (TRC) | 0.15% | Add +2929.1% | 67,639 | $5.3M |
| Renaissance Technologies | 0.01% | Add +23.3% | 67,300 | $5.3M |
| Ssi Investment Management LLC | 1.94% | Reduce -47.5% | 65,543 | $5.1M |
| Quadrature Capital Ltd | 0.06% | New | 62,942 | $4.9M |
| First International Bank of Israel Ltd. | 2.75% | No change | 62,000 | $4.8M |
| Jane Street Group, LLC | 0.01% | New | 59,946 | $4.7M |
| Quadcap Wealth Management, LLC | 0.51% | Add +0.4% | 55,017 | $4.3M |
| Synovus Financial Corp. | 0.05% | Add +0.8% | 54,110 | $4.2M |
| HRT Financial LP | 0.02% | Add +140.0% | 53,194 | $4.2M |
| Silphium Asset Management Ltd | 1.19% | New | 51,500 | $4.0M |
| Citadel Advisors | 0.00% | Reduce -79.9% | 50,800 | $4.0M |
| Vermillion & White Wealth Management Group, LLC | 2.23% | New | 50,024 | $3.9M |
| &partners | 0.02% | New | 48,365 | $3.8M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -6.5% | 45,945 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -21.1% | 43,516 | $3.4M |
| Quantinno Capital Management LP | 0.01% | Add +2.9% | 43,172 | $3.4M |
| Quattro Financial Advisors LLC | 1.04% | Reduce -0.9% | 41,935 | $3.3M |
| ProVise Management Group, LLC | 0.24% | Reduce -3.4% | 41,556 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +44.4% | 40,440 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +51.5% | 40,290 | $3.2M |
| IPG Investment Advisors LLC | 0.56% | New | 40,180 | $3.1M |
| Astoria Portfolio Advisors LLC. | 0.77% | Add +622.6% | 38,669 | $2.9M |
| Transamerica Financial Advisors, LLC | 0.24% | Add +2.1% | 37,091 | $2.9M |
| Pinnacle Wealth Management Group, Inc. | 1.46% | Add +4.1% | 36,412 | $2.8M |
| Advocacy Wealth Management, LLC | 0.12% | Reduce -6.7% | 35,981 | $2.8M |
| Delos Wealth Advisors, LLC | 1.87% | Add +13.5% | 35,519 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +0.2% | 34,848 | $2.7M |
| GTS Securities LLC | 0.10% | Reduce -64.7% | 34,328 | $2.7M |
| Founders Financial Securities LLC | 0.16% | Add +1.1% | 30,915 | $2.4M |
| Hazlett, Burt & Watson, Inc. | 0.84% | Add +13.2% | 30,514 | $2.4M |
| Juncture Wealth Strategies, LLC | 0.79% | Add +5.5% | 30,138 | $2.4M |
| Central Pacific Bank - Trust Division | 0.28% | Reduce -46.2% | 28,440 | $2.2M |
| Masso Torrence Wealth Management Inc. | 0.90% | Add +1.5% | 27,504 | $2.2M |
| WESPAC Advisors SoCal, LLC | 0.41% | Add +38.4% | 25,903 | $2.0M |
| Keel Point, LLC | 0.12% | New | 25,799 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.2% | 23,574 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.4% | 23,144 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +82.5% | 22,612 | $1.8M |
| Prospera Financial Services Inc | 0.03% | New | 22,456 | $1.8M |
| Magnus Financial Group LLC | 0.13% | Add +5.2% | 21,495 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -48.3% | 20,801 | $1.6M |
| Millennium Management | 0.00% | New | 18,689 | $1.5M |
| Itau Unibanco Holding S.A. | 0.05% | Add +104.4% | 18,400 | $1.4M |
| Summit Wealth Group LLC / Co. | 0.14% | New | 1,992 | $1.3M |
| Comerica Bank | 0.00% | Add +850.4% | 16,680 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.0% | 16,541 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.5% | 15,676 | $1.2M |
| AdvisorNet Financial, Inc | 0.07% | Add +12.7% | 15,035 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -10.3% | 14,970 | $1.2M |
| Parsons Capital Management Inc. | 0.06% | No change | 14,291 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.0% | 13,949 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +92.3% | 13,319 | $1.0M |
"% of holder's portfolio" is KBWB's weight in each manager's 13F, not the share of Invesco KBW Bank ETF the manager owns.