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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

227 hedge funds and large institutions have $3.77B invested in Invesco KBW Bank ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
–
Holders Change %
0%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
37
Increased
77
Reduced
75
Closed
33
Calls
$95.5M
Puts
$10.4M
Net Calls
+$85.1M
Net Calls Change
+$81.4M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$401M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
MMH
3
Menora Mivtachim Holdings
Israel
$221M
4
CI
4
Clal Insurance
Israel
$313M
5
Goldman Sachs
5
Goldman Sachs
New York
$211M

Top Sellers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$0
2
QC
2
Quadrature Capital
United Kingdom
$0
3
CWM
3
Congress Wealth Management
Massachusetts
$49.6M
4
STA
4
Summit Trail Advisors
New York
$33.9M
5
Bank of America
5
Bank of America
North Carolina
$919M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$18.1M +$4.74M +66,237 +35%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$17.2M +$6.72M +93,891 +64%
FIA
28
Foundations Investment Advisors
Arizona
$14.7M +$677K +9,448 +5%
RH
29
RFG Holdings
Texas
$14.1M -$234K -3,274 -2%
Fidelity International
30
Fidelity International
Bermuda
$14.1M +$9.64M +133,737 +215%
LJAC
31
L.J. Altfest & Co
New York
$12.1M +$11.8M +164,678 +3,328%
EDRH
32
Edmond de Rothschild Holding
Switzerland
$11M +$212K +2,961 +2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$10.2M +$518K +7,228 +5%
Raymond James Financial
34
Raymond James Financial
Florida
$9.66M -$499K -6,968 -5%
SIM
35
SSI Investment Management
California
$8.93M +$4.35M +60,800 +95%
BBP
36
Banco BTG Pactual
Brazil
$8.59M -$902K -12,600 -10%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$7.94M +$1.4M +19,536 +21%
LBC
38
Lowe Brockenbrough & Co
Virginia
$7.76M -$136K -1,897 -2%
NSLI
39
Nan Shan Life Insurance
Taiwan
$7.14M – – –
CAG
40
Csenge Advisory Group
Florida
$7.02M -$35.8K -546 -0.5%
GS
41
GTS Securities
New York
$6.96M +$5.13M +71,694 +282%
WA
42
WP Advisors
California
$6.69M +$62.8K +877 +0.9%
SI
43
Stephens Inc
Arkansas
$5.88M -$2.15K -30 -0%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$5.55M -$68.6K -958 -1%
Ameriprise
45
Ameriprise
Minnesota
$4.88M -$3.61M -50,417 -42%
FIBOI
46
First International Bank of Israel
$4.44M +$4.44M +62,000 New
ACM
47
Anfield Capital Management
California
$4.26M -$55.9K -780 -1%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$3.95M +$2.26M +31,512 +133%
Principal Financial Group
49
Principal Financial Group
Iowa
$3.94M -$1.21M -16,830 -23%
QWM
50
Quadcap Wealth Management
Texas
$3.92M -$26K -363 -0.7%
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