We are live on ! Find out more
KBWB icon

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
VWWMG
51
Vermillion & White Wealth Management Group
Pennsylvania
$4.4M +$283K +3,384 +6%
PFPG
52
Pinnacle Financial Partners (Georgia)
Georgia
$4.28M +$21.3K +255 +0.5%
FIBOI
53
First International Bank of Israel
$4.11M -$836K -10,000 -16%
QWM
54
Quadcap Wealth Management
Texas
$4.04M -$457K -5,473 -10%
HF
55
HRT Financial
New York
$3.98M +$1.51M +18,118 +56%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$3.96M -$1.64M -19,675 -28%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$3.94M +$245K +2,928 +6%
BCIM
58
British Columbia Investment Management
British Columbia, Canada
$3.7M +$3.91M +46,800 New
P
59
&Partners
Tennessee
$3.65M -$307K -3,676 -7%
SI
60
Stephens Inc
Arkansas
$3.55M -$3.5M -41,904 -48%
Citigroup
61
Citigroup
New York
$3.46M -$827K -9,892 -18%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$3.4M -$933K -11,166 -21%
HGA
63
Hobbs Group Advisors
South Carolina
$3.37M +$388K +4,638 +12%
PCH
64
PGIM Custom Harvest
New Jersey
$3.26M -$265K -3,175 -7%
QCM
65
Quantinno Capital Management
New York
$3.17M -$186K -2,231 -5%
PMG
66
ProVise Management Group
Florida
$3.16M -$41.4K -495 -1%
DWA
67
Delos Wealth Advisors
Texas
$3.1M +$228K +2,729 +7%
AWMS
68
Advocacy Wealth Management Services
Georgia
$3.07M +$74.5K +891 +2%
PWMG
69
Pinnacle Wealth Management Group
Michigan
$3.06M +$139K +1,658 +4%
HBW
70
Hazlett, Burt & Watson
West Virginia
$2.99M +$178K +2,130 +6%
ACM
71
Anfield Capital Management
California
$2.83M +$257K +3,075 +9%
FFS
72
Founders Financial Securities
Maryland
$2.78M +$74.8K +895 +3%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$2.75M -$251 -3 -0%
TFA
74
Transamerica Financial Advisors
Florida
$2.6M -$376K -4,504 -12%
JWS
75
Juncture Wealth Strategies
Arizona
$2.54M +$67.3K +805 +3%