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Invesco KBW Bank ETF

231 hedge funds and large institutions have $3.78B invested in Invesco KBW Bank ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

819% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $10.4M

34% more capital invested

Capital invested by funds: $2.81B → $3.78B (+$964M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

8.24% more ownership

Funds ownership: 75.15%83.39% (+8.2%)

0% more funds holding

Funds holding: 230231 (+1)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
38
Increased
76
Reduced
77
Closed
34
Calls
$95.5M
Puts
$10.4M
Net Calls
+$85.1M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$1.9M -$36.7K -578 -2%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.7M -$129K -2,027 -8%
HF
78
HRT Financial
New York
$1.59M +$1.41M +22,162 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$1.49M +$281K +4,433 +27%
MFG
80
Magnus Financial Group
New York
$1.46M +$168K +2,650 +15%
WAS
81
WESPAC Advisors SoCal
California
$1.34M -$26.3K -414 -2%
Truist Financial
82
Truist Financial
North Carolina
$1.19M -$24.3K -383 -2%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$1.18M +$63 +1 +0%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.15M -$30.7K -484 -3%
QIM
85
Quantitative Investment Management
Virginia
$1.1M -$1.02M -16,014 -51%
RT
86
Rockland Trust
Massachusetts
$1.1M -$79.3K -1,250 -8%
MCM
87
Mainstay Capital Management
Michigan
$1.08M -$85.7K -1,352 -8%
JG
88
Jain Global
New York
$1.06M +$941K +14,842 New
PCM
89
Parsons Capital Management
Rhode Island
$1.02M
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$1.01M +$18.3K +289 +2%
BFA
91
Beacon Financial Advisory
Ohio
$993K -$18.7K -295 -2%
AF
92
Advisornet Financial
Minnesota
$955K -$11K -173 -1%
Simplex Trading
93
Simplex Trading
Illinois
$937K -$681K -10,743 -45%
IMC
94
Investment Management Corporation
Virginia
$926K +$18.1K +285 +2%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$887K +$786K +12,388 New
DBIA
96
Dumont & Blake Investment Advisors
New Jersey
$845K -$5.58K -88 -0.7%
RSWM
97
Robertson Stephens Wealth Management
California
$837K +$106K +1,665 +17%
GRP
98
Global Retirement Partners
California
$816K +$722K +11,391 New
FM
99
Family Management
New York
$775K
SPIA
100
Steward Partners Investment Advisory
New York
$722K -$2.28K -36 -0.4%

KBWB Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2025, worth a combined $3.78B — up 34% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KBWB positions and 34 closed out — a net gain of 4 holders — while 76 added to existing stakes and 77 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $140M. The largest seller was Temasek Holdings, exiting entirely with an estimated $52.2M sold.

  • 231 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $3.78B of Invesco KBW Bank ETF stock for Q2 2025, up 34% quarter-over-quarter.
  • 38 funds opened new Invesco KBW Bank ETF positions in Q2 2025 and 34 closed out, a net change of +4 holders.
  • The largest Invesco KBW Bank ETF buyer in Q2 2025 was Migdal Insurance & Financial Holdings, an estimated $140M added.
  • The largest Invesco KBW Bank ETF seller in Q2 2025 was Temasek Holdings, an estimated $52.2M sold.

Based on aggregated 13F filings for Q2 2025.