Invesco KBW Bank ETFKBWBETF
13F holders, Q4 2025 (December 31)310holders +50
73new positions
30sold out
7famous investors
$84.29avg. 13F price*
At the end of Q4 2025, 310 institutions reported holding Invesco KBW Bank ETF (KBWB) in their 13F filings, up 50 from Q3 2025. 73 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($1.0B), JPMorgan Chase & Co. ($772.6M) and Fisher Asset Management ($300.8M). 7 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 Steve Cohen (0.0% of Point72 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $211.9M |
| Exits | 30 | $141.8M |
All 13F filers, Q3 2025 → Q4 2025: 8,723,949 shares bought and 11,483,887 shares sold, net −2,759,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 310 holders
| Bank of America Corp. | 0.08% | Reduce -0.2% | 12,334,969 | $1.0B |
| JPMorgan Chase & Co. | 0.05% | Add +47.5% | 9,166,004 | $772.6M |
| Fisher Asset Management | 0.10% | Add +9.3% | 3,568,214 | $300.8M |
| Menora Mivtachim Holdings LTD. | 1.41% | Add +14.9% | 3,548,900 | $299.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +4.5% | 2,837,447 | $239.2M |
| Clal Insurance Enterprises Holdings Ltd | 1.23% | Reduce -41.3% | 2,262,000 | $190.7M |
| Migdal Insurance & Financial Holdings Ltd. | 1.57% | Reduce -41.4% | 2,163,750 | $182.4M |
| Temasek Holdings (Private) Ltd | 0.54% | Add +86.1% | 1,989,001 | $167.7M |
| Wharton Business Group, LLC | 5.85% | Reduce -0.5% | 1,825,463 | $153.9M |
| Morgan Stanley | 0.01% | Reduce -10.7% | 1,456,646 | $122.8M |
| BNP Paribas Financial Markets | 0.05% | New | 855,044 | $72.1M |
| Osaic Holdings, Inc. | 0.09% | Reduce -1.8% | 722,840 | $60.9M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 707,460 | $59.6M |
| Fiduciary Trust Co | 0.61% | Reduce -18.4% | 634,572 | $53.5M |
| Edmond DE Rothschild Holding S.A. | 0.75% | Add +303.5% | 623,086 | $52.5M |
| LPL Financial LLC | 0.01% | Add +23.6% | 565,054 | $47.6M |
| Summit Trail Advisors, LLC | 0.78% | Reduce -15.8% | 538,212 | $45.4M |
| Wells Fargo & Company | 0.01% | Add +15.9% | 497,099 | $41.9M |
| FIL Ltd | 0.03% | Add +33.0% | 456,577 | $38.7M |
| Horizon Investments, LLC | 0.42% | Reduce -8.6% | 397,216 | $33.5M |
| Cornerstone Advisors, LLC | 1.01% | New | 360,669 | $30.4M |
| UBS Group AG | 0.01% | Add +18.0% | 304,697 | $25.7M |
| Ledyard National Bank | 1.81% | Reduce -4.4% | 248,828 | $21.0M |
| SOL Capital Management CO | 1.85% | Reduce -8.0% | 244,343 | $20.6M |
| Citadel Advisors | 0.01% | Add +331.8% | 219,366 | $18.5M |
| Qube Research & Technologies Ltd | 0.03% | Add +84.5% | 214,194 | $18.1M |
| RFG Holdings, Inc. | 4.24% | Add +0.5% | 200,810 | $16.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 176,423 | $14.9M |
| Valley Wealth Managers, Inc. | 0.90% | Reduce -44.5% | 167,467 | $14.1M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 155,860 | $13.1M |
| Polymer Capital Management (HK) LTD | 2.01% | New | 153,000 | $12.9M |
| Foundations Investment Advisors, LLC | 0.17% | Reduce -37.1% | 151,266 | $12.8M |
| Point72 Asset Management | 0.02% | New | 144,493 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -30.3% | 141,369 | $11.9M |
| Guardian Partners Inc. | 0.94% | Reduce -76.2% | 138,400 | $11.7M |
| Csenge Advisory Group | 0.51% | Add +24.9% | 134,948 | $11.4M |
| Quantitative Investment Management, LLC | 0.91% | New | 110,410 | $9.3M |
| Lowe Brockenbrough & Co. Inc. | 0.45% | Reduce -0.9% | 109,057 | $9.2M |
| MKP Capital Management, L.L.C. | 0.30% | New | 100,000 | $8.4M |
| Marshall Wace, LLP | 0.01% | New | 96,847 | $8.2M |
| WP Advisors, LLC | 1.94% | Reduce -0.3% | 92,176 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Add +20.5% | 90,107 | $7.6M |
| Stephens Inc. | 0.09% | Add +6.1% | 86,780 | $7.3M |
| Altfest L J & Co. Inc. | 0.77% | New | 83,815 | $7.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +1.2% | 83,509 | $7.0M |
| Meitav Investment House Ltd. | 0.08% | Reduce -86.7% | 81,460 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.5% | 74,849 | $6.3M |
| Astoria Portfolio Advisors LLC. | 1.37% | Add +87.8% | 72,611 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -67.1% | 69,766 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +14.4% | 68,565 | $5.8M |
| Crown Wealth Group, LLC | 1.61% | New | 68,215 | $5.7M |
| Ssi Investment Management LLC | 2.07% | Add +0.1% | 65,596 | $5.5M |
| Banco BTG Pactual S.A. | 0.97% | Reduce -27.8% | 65,000 | $5.5M |
| Tudor Investment Corporation | 0.03% | New | 62,514 | $5.3M |
| First International Bank of Israel Ltd. | 2.50% | No change | 62,000 | $5.2M |
| Massar Capital Management, LP | 1.01% | New | 61,062 | $5.1M |
| Silphium Asset Management Ltd | 2.14% | Add +16.1% | 59,806 | $5.0M |
| Quadcap Wealth Management, LLC | 0.55% | Add +2.8% | 56,567 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +306.6% | 54,153 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 53,887 | $4.5M |
| Pinnacle Financial Partners, Inc. | 0.03% | — | 53,822 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -74.5% | 53,614 | $4.5M |
| Vermillion & White Wealth Management Group, LLC | 2.40% | Add +4.3% | 52,187 | $4.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +18.2% | 51,453 | $4.3M |
| &partners | 0.02% | Add +3.0% | 49,808 | $4.2M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 49,233 | $4.1M |
| Renaissance Technologies | 0.01% | Reduce -29.0% | 47,800 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +125.1% | 46,822 | $3.9M |
| PGIM Custom Harvest LLC | 0.06% | Reduce -3.4% | 44,367 | $3.7M |
| Principal Financial Group Inc. | 0.00% | New | 43,223 | $3.6M |
| Quattro Financial Advisors LLC | 1.06% | Add +0.7% | 42,235 | $3.6M |
| Quantinno Capital Management LP | 0.01% | Reduce -2.2% | 42,234 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +72.4% | 40,652 | $3.4M |
| ProVise Management Group, LLC | 0.24% | Reduce -2.7% | 40,422 | $3.4M |
| Advocacy Wealth Management, LLC | 0.13% | Add +5.5% | 37,972 | $3.2M |
| Hobbs Group Advisors, LLC | 0.96% | Add +938.9% | 37,908 | $3.2M |
| Transamerica Financial Advisors, LLC | 0.26% | Add +0.9% | 37,427 | $3.2M |
| Pinnacle Wealth Management Group, Inc. | 1.56% | Add +1.6% | 37,007 | $3.1M |
| Delos Wealth Advisors, LLC | 2.03% | Add +2.5% | 36,415 | $3.1M |
| Hazlett, Burt & Watson, Inc. | 0.96% | Add +16.9% | 35,665 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -0.1% | 34,804 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -14.2% | 34,699 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -15.4% | 34,075 | $2.9M |
| Anfield Capital Management, LLC | 0.87% | Reduce -57.4% | 32,705 | $2.8M |
| HRT Financial LP | 0.01% | Reduce -39.5% | 32,186 | $2.7M |
| Founders Financial Securities LLC | 0.16% | Add +2.2% | 31,603 | $2.7M |
| Juncture Wealth Strategies, LLC | 0.87% | Add +3.9% | 31,302 | $2.6M |
| NewEdge Wealth, LLC | 0.03% | New | 29,790 | $2.5M |
| Farther Finance Advisors, LLC | 0.03% | Add +2459.7% | 28,694 | $2.4M |
| Central Pacific Bank - Trust Division | 0.31% | No change | 28,440 | $2.4M |
| Keel Point, LLC | 0.14% | Add +10.2% | 28,424 | $2.4M |
| WESPAC Advisors SoCal, LLC | 0.47% | Add +6.6% | 27,624 | $2.3M |
| Arete Wealth Advisors, LLC | 0.16% | New | 26,838 | $2.3M |
| Itau Unibanco Holding S.A. | 0.05% | Add +39.0% | 25,584 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.9% | 25,666 | $2.2M |
| Synergy Asset Management, LLC | 0.22% | New | 24,757 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 22,612 | $1.9M |
| Magnus Financial Group LLC | 0.14% | Add +2.6% | 22,063 | $1.9M |
| Barclays PLC | 0.00% | Add +206.8% | 20,000 | $1.7M |
| Ulysses Management LLC | 0.42% | Add +90.0% | 19,000 | $1.6M |
"% of holder's portfolio" is KBWB's weight in each manager's 13F, not the share of Invesco KBW Bank ETF the manager owns.