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Invesco KBW Bank ETF

300 hedge funds and large institutions have $3.81B invested in Invesco KBW Bank ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.38% more ownership

Funds ownership: 75.61%78.99% (+3.4%)

1% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 100

3% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $91.1M

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

3% less funds holding

Funds holding: 309300 (-9)

17% less capital invested

Capital invested by funds: $4.59B → $3.81B (-$781M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
300
Holders Change
-9
Holders Change %
-2.91%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
101
Reduced
100
Closed
55
Calls
$88.4M
Puts
$91.1M
Net Calls
-$2.66M
Net Calls Change
-$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
326
MML Investors Services
Massachusetts
-$532K -6,309 Closed
NWWA
327
New Wave Wealth Advisors
Arkansas
-$504K -5,985 Closed
CCFM
328
Clear Creek Financial Management
Washington
-$424K -5,027 Closed
JIP
329
Jaffetilchin Investment Partners
Florida
-$409K -4,851 Closed
ATC
330
Argent Trust Co
Tennessee
-$364K -4,313 Closed
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
-$277K -3,282 Closed
NAG
332
Northstar Advisory Group
New Jersey
-$261K -3,097 Closed
JSSH
333
J. Safra Sarasin Holding
-$254K -3,008 Closed
HFW
334
Horizon Family Wealth
Illinois
-$240K -2,844 Closed
Wealth Enhancement Advisory Services
335
Wealth Enhancement Advisory Services
Minnesota
-$236K -2,658 Closed
VA
336
VestGen Advisors
Illinois
-$208K -2,468 Closed
MAG
337
MRA Advisory Group
New Jersey
-$204K -2,415 Closed
SCM
338
SCS Capital Management
Massachusetts
-$203K -2,403 Closed
HPWM
339
High Point Wealth Management
New Jersey
-$57.4K -681 Closed
HCM
340
Hollencrest Capital Management
California
-$56.8K -674 Closed
WTC
341
WhitTier Trust Company
Nevada
-$35.5K -400 Closed
MCM
342
MAI Capital Management
Ohio
-$26.8K -318 Closed
T
343
Tidemark
California
-$16.4K -194 Closed
EI
344
eCIO Inc
Wisconsin
-$15.6K -185 Closed
Bessemer Group
345
Bessemer Group
New Jersey
-$13K -158 Closed
LWANC
346
Laurel Wealth Advisors (North Carolina)
North Carolina
-$6.32K -75 Closed
W
347
WealthCollab
Washington
-$4.05K -48 Closed
SEP
348
Signature Equity Partners
Ohio
-$3.88K -46 Closed
KA
349
Kozak & Associates
Colorado
-$3.33K -38 Closed
MPW
350
MASECO Private Wealth
-$3.2K -38 Closed