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Invesco KBW Bank ETF

309 hedge funds and large institutions have $4.59B invested in Invesco KBW Bank ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $28.2M

177% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 31

25% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 77

19% more funds holding

Funds holding: 260309 (+49)

2% more capital invested

Capital invested by funds: $4.48B → $4.59B (+$108M)

10.3% less ownership

Funds ownership: 85.92%75.61% (-10%)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
309
Holders Change
+49
Holders Change %
+18.85%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
86
Increased
96
Reduced
77
Closed
31
Calls
$94.5M
Puts
$28.2M
Net Calls
+$66.2M
Net Calls Change
+$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Addison Advisors
Vermont
$140K
IAIM
227
International Assets Investment Management
Florida
$123K +$115K +1,456 New
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$120K -$19.9K -251 -15%
SS
229
Sunbelt Securities
Texas
$112K -$31.2K -394 -23%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$99.4K +$6.25K +79 +7%
NSG
231
Nalls Sherbakoff Group
Tennessee
$98.4K
HPC
232
HM Payson & Co
Maine
$75K
WB
233
Webster Bank
Connecticut
$72.6K
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$69K
YDMI
235
Y.D. More Investments
Israel
$68.3K
BlackRock
236
BlackRock
New York
$61.3K
HPWM
237
High Point Wealth Management
New Jersey
$57.4K +$53.9K +681 New
HCM
238
Hollencrest Capital Management
California
$56.8K +$53.3K +674 New
B
239
Bayban
Minnesota
$54.6K +$51.3K +648 New
HIIFS
240
Harel Insurance Investments & Financial Services
Israel
$52K -$330M -4,177,000 -100%
AWM
241
AE Wealth Management
Kansas
$46.4K +$2.93K +37 +7%
SAM
242
Smartleaf Asset Management
Massachusetts
$45.4K +$38.4K +485 +970%
AF
243
Allworth Financial
California
$44K +$9.89K +125 +31%
PTC
244
Private Trust Company
Ohio
$36.2K +$1.27K +16 +4%
WTC
245
WhitTier Trust Company
Nevada
$35.5K
IA
246
IFP Advisors
Florida
$34.9K +$32.7K +414 New
BCM
247
Blume Capital Management
California
$33.7K
UB
248
UMB Bank
Missouri
$33.7K
MA
249
MCF Advisors
Kentucky
$32K +$158 +2 +0.5%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$31.8K +$633 +8 +2%

KBWB Hedge Fund Activity: Q4 2025 in Review

309 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2025, worth a combined $4.59B — up 2.4% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new KBWB positions and 31 closed out — a net gain of 55 holders — while 96 added to existing stakes and 77 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $233M. The largest seller was Harel Insurance Investments & Financial Services, cutting an estimated $330M.

  • 309 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2025, up from 260 in Q3 2025.
  • Funds reported $4.59B of Invesco KBW Bank ETF stock for Q4 2025, up 2.4% quarter-over-quarter.
  • 86 funds opened new Invesco KBW Bank ETF positions in Q4 2025 and 31 closed out, a net change of +55 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $233M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2025 was Harel Insurance Investments & Financial Services, an estimated $330M sold.

Based on aggregated 13F filings for Q4 2025.