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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

227 hedge funds and large institutions have $2.81B invested in Invesco KBW Bank ETF in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 75 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+25
Holders Change %
+12.38%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
56
Increased
75
Reduced
53
Closed
28
Calls
$16.6M
Puts
$12.9M
Net Calls
+$3.75M
Net Calls Change
+$1.41M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$818M
2
Goldman Sachs
2
Goldman Sachs
New York
$141M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$143M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$101M
5
MMH
5
Menora Mivtachim Holdings
Israel
$93.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$6.67M
2
GP
2
Guardian Partners
Canada
$3.81M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$164M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Anfield Capital Management
California
$3.78M +$3.78M +60,275 New
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$3.59M -$6.48M -103,304 -64%
OCM
53
One Capital Management
California
$3.57M -$44.9K -716 -1%
QWM
54
Quadcap Wealth Management
Texas
$3.46M +$3.46M +55,145 New
SF
55
Synovus Financial
Georgia
$3.38M -$5.4K -86 -0.2%
TFA
56
Transamerica Financial Advisors
Florida
$2.94M +$70.9K +1,130 +2%
AWMS
57
Advocacy Wealth Management Services
Georgia
$2.92M +$2.52M +40,157 +630%
QFA
58
Quattro Financial Advisors
Texas
$2.83M +$1.32M +20,991 +87%
PMG
59
ProVise Management Group
Florida
$2.83M -$107K -1,712 -4%
Osaic Holdings
60
Osaic Holdings
Arizona
$2.73M +$1.72M +27,347 +169%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.66M +$775K +12,339 +41%
PCH
62
PGIM Custom Harvest
New Jersey
$2.64M -$211K -3,369 -7%
QCM
63
Quantinno Capital Management
New York
$2.56M +$227K +3,624 +10%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$2.54M +$261K +4,157 +11%
ARC
65
Advisor Resource Council
Texas
$2.5M +$2.5M +49,208 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$2.19M +$2.19M +34,903 New
DWA
67
Delos Wealth Advisors
Texas
$2.14M +$11.4K +181 +0.5%
PWMG
68
Pinnacle Wealth Management Group
Michigan
$2.07M +$2.07M +33,019 New
William Blair & Company
69
William Blair & Company
Illinois
$2.02M -$182K -2,895 -8%
QIM
70
Quantitative Investment Management
Virginia
$1.97M +$1.97M +31,432 New
FAIM
71
Financial Advocates Investment Management
Washington
$1.89M -$168K -2,678 -8%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.79M +$1.43M +22,703 +387%
CPBTD
73
Central Pacific Bank - Trust Division
Hawaii
$1.77M +$1.77M +28,275 New
MTWM
74
Masso Torrence Wealth Management
New Jersey
$1.76M +$1.76M +28,073 New
ACM
75
Avalon Capital Management
California
$1.76M -$520K -8,289 -23%
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