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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

225 hedge funds and large institutions have $3.75B invested in Invesco KBW Bank ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
225
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.02%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
36
Increased
77
Reduced
74
Closed
33
Calls
$79.6M
Puts
$5.13M
Net Calls
+$74.5M
Net Calls Change
+$70.7M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$401M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
MMH
3
Menora Mivtachim Holdings
Israel
$221M
4
CI
4
Clal Insurance
Israel
$313M
5
Goldman Sachs
5
Goldman Sachs
New York
$211M

Top Sellers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$0
2
QC
2
Quadrature Capital
United Kingdom
$0
3
CWM
3
Congress Wealth Management
Massachusetts
$49.6M
4
STA
4
Summit Trail Advisors
New York
$33.9M
5
Bank of America
5
Bank of America
North Carolina
$919M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$919M 12,830,652 -198,249 -2%
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$401M 5,595,000 +2,200,000 +65%
CI
3
Clal Insurance
Israel
$313M 4,370,000 +825,000 +23%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$251M 3,503,711 +1,894,583 +118%
MMH
5
Menora Mivtachim Holdings
Israel
$221M 3,085,450 +1,597,450 +107%
Fisher Asset Management
6
Fisher Asset Management
Washington
$214M 2,991,470 +379,830 +15%
Goldman Sachs
7
Goldman Sachs
New York
$211M 2,940,662 +700,634 +31%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$163M 2,272,620 – –
WBG
9
Wharton Business Group
Pennsylvania
$137M 1,914,019 +117,855 +7%
Morgan Stanley
10
Morgan Stanley
New York
$79.4M 1,109,116 +78,821 +8%
FT
11
Fiduciary Trust
Massachusetts
$66.3M 926,093 +63,549 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$54M 753,504 +282,512 +60%
Citigroup
13
Citigroup
New York
$53.4M 744,956 +638,640 +601%
CWM
14
Congress Wealth Management
Massachusetts
$49.6M 692,760 -263,083 -28%
GP
15
Guardian Partners
Canada
$44.5M 608,586 +543,785 +839%
STA
16
Summit Trail Advisors
New York
$33.9M 473,162 -199,792 -30%
HI
17
Horizon Investments
North Carolina
$32.8M 457,451 +75,763 +20%
Wells Fargo
18
Wells Fargo
California
$29.9M 417,804 +9,099 +2%
LPL Financial
19
LPL Financial
California
$29.4M 411,120 +26,329 +7%
UBS Group
20
UBS Group
Switzerland
$24.6M 343,850 +51,406 +18%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$22.9M 319,770 -147,760 -32%
SCM
22
SOL Capital Management
Maryland
$20.3M 283,134 -934 -0.3%
LNB
23
Ledyard National Bank
$19.3M 269,215 -11,314 -4%
VWM
24
Valley Wealth Managers
New Jersey
$18.2M 253,642 +33,657 +15%
Citadel Advisors
25
Citadel Advisors
Florida
$18.1M 253,076 +66,237 +35%
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