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Invesco KBW Bank ETF

260 hedge funds and large institutions have $4.48B invested in Invesco KBW Bank ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

51% more call options, than puts

Call options by funds: $39.8M | Put options by funds: $26.4M

19% more capital invested

Capital invested by funds: $3.78B → $4.48B (+$704M)

19% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 70

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 231260 (+29)

2.53% more ownership

Funds ownership: 83.39%85.92% (+2.5%)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
57
Increased
83
Reduced
70
Closed
25
Calls
$39.8M
Puts
$26.4M
Net Calls
+$13.5M
Net Calls Change
-$71.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
SSI Investment Management
California
$5.13M -$4.46M -59,203 -47%
QC
52
Quadrature Capital
United Kingdom
$4.92M +$4.74M +62,942 New
FIBOI
53
First International Bank of Israel
$4.85M
Jane Street
54
Jane Street
New York
$4.69M +$4.52M +59,946 New
QWM
55
Quadcap Wealth Management
Texas
$4.3M +$17.7K +235 +0.4%
SF
56
Synovus Financial
Georgia
$4.23M +$32K +424 +0.8%
HF
57
HRT Financial
New York
$4.16M +$2.34M +31,032 +140%
SAM
58
Silphium Asset Management
United Kingdom
$4.03M +$3.88M +51,500 New
Citadel Advisors
59
Citadel Advisors
Florida
$3.97M -$15.2M -202,276 -80%
VWWMG
60
Vermillion & White Wealth Management Group
Pennsylvania
$3.91M +$3.77M +50,024 New
P
61
&Partners
Tennessee
$3.78M +$3.65M +48,365 New
PCH
62
PGIM Custom Harvest
New Jersey
$3.59M -$240K -3,187 -6%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$3.4M -$878K -11,650 -21%
QCM
64
Quantinno Capital Management
New York
$3.38M +$90.1K +1,196 +3%
QFA
65
Quattro Financial Advisors
Texas
$3.28M -$28K -372 -0.9%
PMG
66
ProVise Management Group
Florida
$3.25M -$111K -1,477 -3%
HighTower Advisors
67
HighTower Advisors
Illinois
$3.16M +$938K +12,439 +44%
PAG
68
Private Advisor Group
New Jersey
$3.15M +$1.03M +13,705 +52%
IIA
69
IPG Investment Advisors
California
$3.14M +$3.03M +40,180 New
APA
70
Astoria Portfolio Advisors
New York
$2.94M +$2.51M +33,318 +623%
TFA
71
Transamerica Financial Advisors
Florida
$2.9M +$57.9K +768 +2%
PWMG
72
Pinnacle Wealth Management Group
Michigan
$2.85M +$108K +1,434 +4%
AWMS
73
Advocacy Wealth Management Services
Georgia
$2.81M -$193K -2,562 -7%
DWA
74
Delos Wealth Advisors
Texas
$2.78M +$319K +4,228 +14%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$2.73M +$5.05K +67 +0.2%

KBWB Hedge Fund Activity: Q3 2025 in Review

260 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2025, worth a combined $4.48B — up 19% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new KBWB positions and 25 closed out — a net gain of 32 holders — while 83 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $204M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $143M.

  • 260 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $4.48B of Invesco KBW Bank ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 57 funds opened new Invesco KBW Bank ETF positions in Q3 2025 and 25 closed out, a net change of +32 holders.
  • The largest Invesco KBW Bank ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $204M added.
  • The largest Invesco KBW Bank ETF seller in Q3 2025 was Migdal Insurance & Financial Holdings, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2025.