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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
CA
251
Clearstead Advisors
Ohio
$31.7K +$158 +2 +0.5%
WSFS
252
Wilmington Savings Fund Society
Delaware
$28.2K
AssetMark Inc
253
AssetMark Inc
California
$27.5K
MCM
254
MAI Capital Management
Ohio
$26.8K +$16.6K +210 +194%
TCOV
255
Trust Company of Vermont
Vermont
$25.5K
CA
256
CoreCap Advisors
Michigan
$21.8K +$11.3K +143 +123%
William Blair & Company
257
William Blair & Company
Illinois
$21.7K -$79 -1 -0.4%
NS
258
NBC Securities
Alabama
$20K +$10.7K +135 +132%
BTI
259
Blue Trust Inc
Georgia
$19.5K -$11.1K -140 -38%
National Bank of Canada
260
National Bank of Canada
Quebec, Canada
$17.2K
T
261
Tidemark
California
$16.4K
EI
262
eCIO Inc
Wisconsin
$15.6K +$14.6K +185 New
PSB
263
Piscataqua Savings Bank
New Hampshire
$15.2K
AIS
264
Advocate Investing Services
Maryland
$15.2K +$14.2K +180 New
AC
265
AlphaCore Capital
California
$15.1K +$14.2K +179 New
NRG
266
Nemes Rush Group
Michigan
$15K -$237 -3 -2%
LFG
267
Larson Financial Group
Missouri
$13.1K +$11.5K +145 +1,450%
Bessemer Group
268
Bessemer Group
New Jersey
$13K
BL
269
BFSG LLC
California
$13K +$12.2K +154 New
KFI
270
Key Financial Inc
Pennsylvania
$11.9K
HIA
271
Harbor Investment Advisory
Maryland
$11.4K +$10.7K +135 New
OCM
272
Osbon Capital Management
Massachusetts
$9.27K +$8.7K +110 New
FDW
273
Fourth Dimension Wealth
Ohio
$8.43K
NFSG
274
Newbridge Financial Services Group
Florida
$8.43K
PP
275
PFS Partners
New Jersey
$8.01K

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.