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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 %
Osaic Holdings
76
Osaic Holdings
Arizona
$1.71M -$1.25M -18,366 -42%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.7M -$145K -2,027 -8%
HF
78
HRT Financial
New York
$1.59M +$1.59M +22,162 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$1.49M +$317K +4,433 +27%
MFG
80
Magnus Financial Group
New York
$1.46M +$190K +2,650 +15%
WAS
81
WESPAC Advisors SoCal
California
$1.34M -$29.7K -414 -2%
Truist Financial
82
Truist Financial
North Carolina
$1.19M -$27.4K -383 -2%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$1.18M +$72 +1 +0%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.15M -$34.7K -484 -3%
QIM
85
Quantitative Investment Management
Virginia
$1.1M -$1.15M -16,014 -51%
RT
86
Rockland Trust
Massachusetts
$1.1M -$89.5K -1,250 -8%
MCM
87
Mainstay Capital Management
Michigan
$1.08M -$96.8K -1,352 -8%
JG
88
Jain Global
New York
$1.06M +$1.06M +14,842 New
PCM
89
Parsons Capital Management
Rhode Island
$1.02M – – –
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$1.01M +$20.7K +289 +2%
BFA
91
Beacon Financial Advisory
Ohio
$993K -$21.1K -295 -2%
AF
92
Advisornet Financial
Minnesota
$955K -$12.4K -173 -1%
Simplex Trading
93
Simplex Trading
Illinois
$937K -$769K -10,743 -45%
IMC
94
Investment Management Corporation
Virginia
$926K +$20.4K +285 +2%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$887K +$887K +12,388 New
DBIA
96
Dumont & Blake Investment Advisors
New Jersey
$845K -$6.3K -88 -0.7%
RSWM
97
Robertson Stephens Wealth Management
California
$837K +$119K +1,665 +17%
GRP
98
Global Retirement Partners
California
$816K +$816K +11,391 New
FM
99
Family Management
New York
$775K – – –
SPIA
100
Steward Partners Investment Advisory
New York
$722K -$2.58K -36 -0.4%
2 3
4
5 6