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Cliff Asness’s KBWB Holdings & Trades

First Buy
Q4 2024
Duration Held
6 Quarters
Largest Add
Q2 2025
+3,658 Shares
Current Position
5,880 Shares
$465,193 Value

Cliff Asness's KBWB Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 5,880 shares of Invesco KBW Bank ETF (KBWB) worth $465,193, representing 0.00% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 6 quarters.

Based on 13F filings, Cliff Asness has maintained this position in KBWB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 3,658 shares. Largest reduction occurred in Q1 2025, reducing 3,163 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Invesco KBW Bank ETF (KBWB) Holding Value Over Time

Track share changes against reported price movement

Quarterly Invesco KBW Bank ETF (KBWB) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +1,817 Add 44.72% 5,880 $79.11
Q4 2025 +1 Add 0.02% 4,063 $84.28
Q3 2025 +404 Add 11.04% 4,062 $78.21
Q2 2025 +3,658 New Buy 3,658 $71.62
Q1 2025 -3,163 Sold Out 0 $0.00
Q4 2024 +3,163 New Buy 3,163 $65.35

Cliff Asness's Invesco KBW Bank ETF Investment FAQs

Cliff Asness first purchased Invesco KBW Bank ETF (KBWB) in Q4 2024, acquiring 3,163 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Invesco KBW Bank ETF (KBWB) for 6 quarters since Q4 2024.

Cliff Asness's largest addition to Invesco KBW Bank ETF (KBWB) was in Q2 2025, adding 3,658 shares worth $261,986.

According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 5,880 shares of Invesco KBW Bank ETF (KBWB), valued at approximately $465,193.

As of the Q1 2026 filing, Invesco KBW Bank ETF (KBWB) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Invesco KBW Bank ETF (KBWB) was 5,880 shares, as reported at the end of Q1 2026.