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Invesco KBW Bank ETF

260 hedge funds and large institutions have $4.48B invested in Invesco KBW Bank ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

51% more call options, than puts

Call options by funds: $39.8M | Put options by funds: $26.4M

19% more capital invested

Capital invested by funds: $3.78B → $4.48B (+$704M)

19% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 70

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 231260 (+29)

2.53% more ownership

Funds ownership: 83.39%85.92% (+2.5%)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
57
Increased
83
Reduced
70
Closed
25
Calls
$39.8M
Puts
$26.4M
Net Calls
+$13.5M
Net Calls Change
-$71.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PSB
226
Piscataqua Savings Bank
New Hampshire
$14.1K
GSWM
227
Golden State Wealth Management
California
$12K
Bessemer Group
228
Bessemer Group
New Jersey
$12K +$11.9K +158 New
ASN
229
Advisory Services Network
Georgia
$11K +$10.6K +141 New
KFI
230
Key Financial Inc
Pennsylvania
$10.9K
CA
231
CoreCap Advisors
Michigan
$9.07K -$452 -6 -5%
TCM
232
TruNorth Capital Management
Michigan
$8.92K
MCM
233
MAI Capital Management
Ohio
$8.45K +$6.48K +86 +391%
NS
234
NBC Securities
Alabama
$7.98K +$7.69K +102 New
FDW
235
Fourth Dimension Wealth
Ohio
$7.82K
NFSG
236
Newbridge Financial Services Group
Florida
$7.82K
PP
237
PFS Partners
New Jersey
$7.43K
MMCM
238
Murphy & Mullick Capital Management
New York
$6.63K
KA
239
Kozak & Associates
Colorado
$5.62K +$5.65K +75 New
HFS
240
Hantz Financial Services
Michigan
$5K
ANBT
241
American National Bank & Trust
Texas
$4.85K
AIM
242
Access Investment Management
Georgia
$4.69K
CAL
243
Capital Analysts LLC
Pennsylvania
$4K
SAM
244
Smartleaf Asset Management
Massachusetts
$3.95K +$3.77K +50 New
CFB
245
Cullen/Frost Bankers
Texas
$3.83K +$754 +10 +26%
KFP
246
Kerr Financial Planning
California
$3.67K +$3.62K +48 New
CFD
247
Creative Financial Designs
Indiana
$3.6K
PS
248
Principal Securities
Iowa
$3.44K +$3.32K +44 New
RFP
249
Root Financial Partners
California
$3.05K +$2.94K +39 New
Russell Investments Group
250
Russell Investments Group
United Kingdom
$2.42K +$603 +8 +35%

KBWB Hedge Fund Activity: Q3 2025 in Review

260 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2025, worth a combined $4.48B — up 19% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new KBWB positions and 25 closed out — a net gain of 32 holders — while 83 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $204M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $143M.

  • 260 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $4.48B of Invesco KBW Bank ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 57 funds opened new Invesco KBW Bank ETF positions in Q3 2025 and 25 closed out, a net change of +32 holders.
  • The largest Invesco KBW Bank ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $204M added.
  • The largest Invesco KBW Bank ETF seller in Q3 2025 was Migdal Insurance & Financial Holdings, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2025.