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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
CW
101
CreativeOne Wealth
Kansas
$719K +$69.1K +1,090 +12%
GAM
102
Gotham Asset Management
New York
$716K
PTC
103
Philadelphia Trust Company
Pennsylvania
$716K
SG
104
StoneX Group
New York
$715K -$55.7K -878 -8%
XT
105
XTX Topco
Cayman Islands
$702K +$622K +9,806 New
ARC
106
Advisor Resource Council
Texas
$676K -$2.52M -39,775 -81%
LG
107
Leuthold Group
Minnesota
$660K +$15.7K +247 +3%
IUHSA
108
Itau Unibanco Holding S.A.
Brazil
$645K -$4.21M -66,455 -88%
OC
109
Oppenheimer & Co
New York
$640K +$566K +8,932 New
EH
110
Equitable Holdings
New York
$629K +$49.8K +785 +10%
GI
111
GLOBALT Investments
Georgia
$624K -$64.2K -1,013 -10%
SA
112
Sanctuary Advisors
Indiana
$605K -$23.7K -374 -4%
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$605K
Stifel Financial
114
Stifel Financial
Missouri
$594K
MMA
115
Miracle Mile Advisors
California
$564K +$85.6K +1,350 +21%
JFG
116
Jefferies Financial Group
New York
$562K -$1.25M -19,680 -71%
CCAL
117
City Center Advisors LLC
Michigan
$557K +$8.69K +137 +2%
Franklin Resources
118
Franklin Resources
California
$538K +$476K +7,506 New
BHB
119
Bank Hapoalim BM
Israel
$521K +$52.1K +821 +13%
IFG
120
Independent Financial Group
California
$518K
ODIJL
121
One Day In July LLC
Vermont
$509K -$81.7K -1,288 -15%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$496K -$2.92K -46 -0.7%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$473K
NA
124
NewEdge Advisors
Louisiana
$469K +$162K +2,553 +64%
CAM
125
Clark Asset Management
New Hampshire
$466K +$2.35K +37 +0.6%

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.