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Invesco KBW Bank ETF

231 hedge funds and large institutions have $3.78B invested in Invesco KBW Bank ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

819% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $10.4M

34% more capital invested

Capital invested by funds: $2.81B → $3.78B (+$964M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

8.24% more ownership

Funds ownership: 75.15%83.39% (+8.2%)

0% more funds holding

Funds holding: 230231 (+1)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
38
Increased
76
Reduced
77
Closed
34
Calls
$95.5M
Puts
$10.4M
Net Calls
+$85.1M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$18.1M +$4.2M +66,237 +35%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$17.2M +$5.95M +93,891 +64%
FIA
28
Foundations Investment Advisors
Arizona
$14.7M +$599K +9,448 +5%
RH
29
RFG Holdings
Texas
$14.1M -$208K -3,274 -2%
Fidelity International
30
Fidelity International
Bermuda
$14.1M +$8.48M +133,737 +215%
LJAC
31
L.J. Altfest & Co
New York
$12.1M +$10.4M +164,678 +3,328%
EDRH
32
Edmond de Rothschild Holding
Switzerland
$11M +$188K +2,961 +2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$10.2M +$458K +7,228 +5%
Raymond James Financial
34
Raymond James Financial
Florida
$9.66M -$442K -6,968 -5%
SIM
35
SSI Investment Management
California
$8.93M +$3.86M +60,800 +95%
BBP
36
Banco BTG Pactual
Brazil
$8.59M -$799K -12,600 -10%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$7.94M +$1.24M +19,536 +21%
LBC
38
Lowe Brockenbrough & Co
Virginia
$7.76M -$120K -1,897 -2%
NSLI
39
Nan Shan Life Insurance
Taiwan
$7.14M
CAG
40
Csenge Advisory Group
Florida
$7.02M -$34.6K -546 -0.5%
GS
41
GTS Securities
New York
$6.96M +$4.55M +71,694 +282%
WA
42
WP Advisors
California
$6.69M +$55.6K +877 +0.9%
SI
43
Stephens Inc
Arkansas
$5.88M -$1.9K -30 -0%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$5.55M -$60.7K -958 -1%
Ameriprise
45
Ameriprise
Minnesota
$4.88M -$3.2M -50,417 -42%
FIBOI
46
First International Bank of Israel
$4.44M +$3.93M +62,000 New
ACM
47
Anfield Capital Management
California
$4.26M -$49.5K -780 -1%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$3.95M +$2M +31,512 +133%
Principal Financial Group
49
Principal Financial Group
Iowa
$3.94M -$1.07M -16,830 -23%
QWM
50
Quadcap Wealth Management
Texas
$3.92M -$23K -363 -0.7%

KBWB Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2025, worth a combined $3.78B — up 34% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KBWB positions and 34 closed out — a net gain of 4 holders — while 76 added to existing stakes and 77 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $140M. The largest seller was Temasek Holdings, exiting entirely with an estimated $52.2M sold.

  • 231 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $3.78B of Invesco KBW Bank ETF stock for Q2 2025, up 34% quarter-over-quarter.
  • 38 funds opened new Invesco KBW Bank ETF positions in Q2 2025 and 34 closed out, a net change of +4 holders.
  • The largest Invesco KBW Bank ETF buyer in Q2 2025 was Migdal Insurance & Financial Holdings, an estimated $140M added.
  • The largest Invesco KBW Bank ETF seller in Q2 2025 was Temasek Holdings, an estimated $52.2M sold.

Based on aggregated 13F filings for Q2 2025.