Invesco KBW Bank ETFKBWBETF

13F holders, Q1 2026 (March 31)
303holders −7
50new positions
54sold out
6famous investors
$78.69avg. 13F price*

At the end of Q1 2026, 303 institutions reported holding Invesco KBW Bank ETF (KBWB) in their 13F filings, down 7 from Q4 2025. 50 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($901.5M), JPMorgan Chase & Co. ($631.1M) and Fisher Asset Management ($305.8M). 6 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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

0100200300400 Q1 2024: 148Q1 2024Q2 2024: 156Q2 2024Q3 2024: 165Q3 2024Q4 2024: 203Q4 2024Q1 2025: 230Q1 2025Q2 2025: 231Q2 2025Q3 2025: 260Q3 2025Q4 2025: 310Q4 2025Q1 2026: 303Q1 2026Q2 2026: 339Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions50$179.2M
Exits54$96.9M

All 13F filers, Q4 2025 → Q1 2026: 4,771,172 shares bought and 10,538,371 shares sold, net −5,767,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 303 holders

Bank of America Corp. 0.07% Reduce -7.6% 11,394,678 $901.5M
JPMorgan Chase & Co. 0.04% Reduce -9.9% 8,260,995 $631.1M
Fisher Asset Management 0.10% Add +8.3% 3,864,794 $305.8M
Goldman Sachs Group Inc. 0.03% Add +2.8% 2,917,590 $230.8M
Migdal Insurance & Financial Holdings Ltd. 1.49% No change 2,163,750 $171.2M
Morgan Stanley 0.01% Add +33.8% 1,948,553 $154.2M
Wharton Business Group, LLC 5.46% Add +0.1% 1,827,711 $144.6M
Clal Insurance Enterprises Holdings Ltd 0.68% Reduce -37.2% 1,421,000 $112.4M
Temasek Holdings (Private) Ltd 0.29% Reduce -44.5% 1,104,862 $87.4M
Two Sigma Investments, LP 0.07% New 1,080,548 $85.5M
Osaic Holdings, Inc. 0.09% Add +2.1% 738,256 $58.4M
Wells Fargo & Company 0.01% Add +36.0% 676,010 $53.5M
Cornerstone Advisors, LLC 1.94% Add +84.5% 665,269 $52.6M
Edmond DE Rothschild Holding S.A. 0.72% Add +0.8% 627,935 $49.7M
Summit Trail Advisors, LLC 0.60% Reduce -1.4% 530,879 $42.0M
Tiff Advisory Services, LLC 9.32% New 522,543 $41.3M
LPL Financial LLC 0.01% Reduce -11.4% 500,805 $39.6M
UBS Group AG 0.01% Add +61.6% 492,398 $39.0M
Fiduciary Trust Co 0.45% Reduce -24.1% 481,559 $38.1M
FIL Ltd 0.03% Reduce -3.5% 440,559 $34.9M
Horizon Investments, LLC 0.36% Add +2.0% 405,129 $32.1M
Annex Advisory Services, LLC 0.58% New 389,057 $30.8M
Qube Research & Technologies Ltd 0.03% Add +43.3% 306,846 $24.3M
Cerity Partners LLC 0.03% Add +3428.3% 251,113 $19.9M
Royal Bank of Canada 0.00% Reduce -64.6% 250,587 $19.8M
Ledyard National Bank 1.66% Reduce -2.9% 241,726 $19.1M
Point72 Asset Management 0.03% Add +45.4% 210,056 $16.6M
Ensign Peak Advisors, Inc 0.03% Add +2144.4% 196,225 $15.5M
RFG Holdings, Inc. 3.49% Reduce -12.8% 175,101 $13.9M
Foundations Investment Advisors, LLC 0.16% Add +7.2% 162,212 $12.8M
Jane Street Group, LLC 0.01% Add +133.9% 160,404 $12.7M
Cetera Investment Advisers 0.01% Reduce -6.6% 145,619 $11.5M
Raymond James Financial Inc. 0.00% Add +2.1% 144,343 $11.4M
Citadel Advisors 0.01% Reduce -39.3% 133,136 $10.5M
Valley Wealth Managers, Inc. 0.60% Reduce -29.5% 118,073 $9.3M
Guardian Partners Inc. 0.77% Reduce -15.2% 117,400 $9.3M
Lowe Brockenbrough & Co. Inc. 0.43% Add +0.6% 109,735 $8.7M
Envestnet Asset Management Inc. 0.00% Reduce -42.8% 100,905 $8.0M
D. E. Shaw & Co. 0.01% New 92,999 $7.4M
WP Advisors, LLC 1.84% Reduce -2.5% 89,866 $7.1M
Wealthcare Advisory Partners LLC 0.13% Add +3.8% 86,644 $6.9M
Astoria Portfolio Advisors LLC. 1.43% Add +6.1% 77,043 $6.7M
Rockefeller Capital Management L.P. 0.01% Add +100.6% 81,530 $6.5M
Csenge Advisory Group 0.29% Reduce -41.3% 79,169 $6.3M
Quattro Financial Advisors LLC 1.87% Add +84.7% 78,008 $6.2M
Bank of New York Mellon Corp 0.00% Add +1.9% 76,252 $6.0M
Ameriprise Financial Inc. 0.00% Reduce -28.6% 64,350 $5.1M
Meitav Investment House Ltd. 0.06% Reduce -20.8% 64,555 $5.1M
Principal Financial Group Inc. 0.00% Add +36.6% 59,032 $4.7M
Silphium Asset Management Ltd 1.72% Reduce -4.0% 57,406 $4.5M
Vermillion & White Wealth Management Group, LLC 2.53% Add +6.5% 55,571 $4.4M
Pinnacle Financial Partners, Inc. 0.03% Add +0.5% 54,077 $4.3M
First International Bank of Israel Ltd. 1.21% Reduce -16.1% 52,000 $4.1M
Quadcap Wealth Management, LLC 0.46% Reduce -9.7% 51,094 $4.0M
HRT Financial LP 0.01% Add +56.3% 50,304 $4.0M
Susquehanna International Group, LLP 0.01% Reduce -28.2% 50,091 $4.0M
Commonwealth Equity Services, LLC 0.01% Add +6.3% 49,750 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% New 46,800 $3.7M
&partners 0.02% Reduce -7.4% 46,132 $3.6M
Stephens Inc. 0.04% Reduce -48.3% 44,876 $3.6M
Citigroup Inc. 0.00% Reduce -18.4% 43,722 $3.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -20.6% 42,987 $3.4M
Hobbs Group Advisors, LLC 1.01% Add +12.2% 42,546 $3.4M
PGIM Custom Harvest LLC 0.05% Reduce -7.2% 41,192 $3.3M
Quantinno Capital Management LP 0.01% Reduce -5.3% 40,003 $3.2M
ProVise Management Group, LLC 0.23% Reduce -1.2% 39,927 $3.2M
Delos Wealth Advisors, LLC 1.77% Add +7.5% 39,144 $3.1M
Advocacy Wealth Management, LLC 0.14% Add +2.4% 38,863 $3.1M
Pinnacle Wealth Management Group, Inc. 1.50% Add +4.5% 38,665 $3.1M
Hazlett, Burt & Watson, Inc. 0.93% Add +6.0% 37,795 $3.0M
Anfield Capital Management, LLC 0.78% Add +9.4% 35,780 $2.8M
Founders Financial Securities LLC 0.16% Add +2.8% 32,498 $2.8M
Captrust Financial Advisors 0.00% Reduce -0.0% 34,801 $2.8M
Transamerica Financial Advisors, LLC 0.22% Reduce -12.0% 32,923 $2.6M
Juncture Wealth Strategies, LLC 0.85% Add +2.6% 32,107 $2.5M
Private Advisor Group, LLC 0.01% Reduce -13.9% 29,348 $2.3M
Integrity Alliance, Llc. 0.09% Add +354.9% 28,320 $2.2M
Gotham Asset Management 0.01% Add +62.4% 27,974 $2.2M
HighTower Advisors, LLC 0.00% Reduce -21.9% 27,091 $2.1M
NewEdge Wealth, LLC 0.03% Reduce -9.5% 26,958 $2.1M
XTX Topco Ltd 0.03% Add +262.5% 23,627 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.8% 22,905 $1.8M
Magnus Financial Group LLC 0.15% Add +3.0% 22,716 $1.8M
Menora Mivtachim Holdings LTD. 0.01% Reduce -99.4% 22,000 $1.7M
Kestra Advisory Services, LLC 0.01% Add +81.3% 18,303 $1.4M
Credit Industriel Et Commercial 0.25% New 17,723 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -67.4% 17,590 $1.4M
Farther Finance Advisors, LLC 0.01% Reduce -42.9% 16,389 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -0.3% 16,498 $1.3M
Eastern Bank 0.02% Reduce -1.3% 16,248 $1.3M
Keel Point, LLC 0.09% Reduce -43.3% 16,109 $1.3M
Benjamin Edwards Inc. 0.01% Add +32.5% 15,475 $1.2M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -32.3% 15,306 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Reduce -2.3% 15,253 $1.2M
Independent Advisor Alliance 0.01% Add +12.1% 15,004 $1.2M
Truist Financial Corp. 0.00% Reduce -0.3% 14,747 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -0.4% 14,209 $1.1M
Parsons Capital Management Inc. 0.05% No change 14,041 $1.1M
Vontobel Holding Ltd. 0.00% New 13,500 $1.1M
Summit Financial, LLC 0.01% Add +7.0% 13,290 $1.1M

"% of holder's portfolio" is KBWB's weight in each manager's 13F, not the share of Invesco KBW Bank ETF the manager owns.

Show all 303 holders