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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 %
BFA
101
Beacon Financial Advisory
Ohio
$889K -$14.1K -224 -2%
JWS
102
Juncture Wealth Strategies
Arizona
$867K +$348K +5,551 +67%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$866K +$3.14K +50 +0.4%
AF
104
Advisornet Financial
Minnesota
$848K +$848K +13,512 New
IMC
105
Investment Management Corporation
Virginia
$794K +$31.6K +504 +4%
DBIA
106
Dumont & Blake Investment Advisors
New Jersey
$746K +$63 +1 +0%
SG
107
StoneX Group
New York
$682K +$682K +10,860 New
FM
108
Family Management
New York
$679K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$635K +$598K +9,533 +1,621%
AI
110
Axecap Investments
Ohio
$634K +$634K +10,108 New
RSWM
111
Robertson Stephens Wealth Management
California
$629K -$30.1K -480 -5%
PTC
112
Philadelphia Trust Company
Pennsylvania
$628K +$628K +10,000 New
GAM
113
Gotham Asset Management
New York
$628K +$628K +10,000 New
AWS
114
Atria Wealth Solutions
New York
$623K -$21.3K -340 -3%
SG Americas Securities
115
SG Americas Securities
New York
$619K +$619K +9,865 New
PCM
116
Permanent Capital Management
Illinois
$612K +$612K +9,756 New
GI
117
GLOBALT Investments
Georgia
$610K -$66.9K -1,065 -10%
LG
118
Leuthold Group
Minnesota
$563K -$139K -2,217 -20%
CW
119
CreativeOne Wealth
Kansas
$562K +$562K +8,953 New
AGM
120
Aragon Global Management
Florida
$543K -$4.61M -73,500 -89%
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$530K -$2.39K -38 -0.4%
ODIJL
122
One Day In July LLC
Vermont
$527K -$8.1K -129 -2%
Stifel Financial
123
Stifel Financial
Missouri
$521K – – –
EH
124
Equitable Holdings
New York
$502K -$129K -2,057 -20%
CCAL
125
City Center Advisors LLC
Michigan
$480K -$3.64K -58 -0.8%
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5
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