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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 %
CW
101
CreativeOne Wealth
Kansas
$719K +$78.1K +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 -$62.9K -878 -8%
XT
105
XTX Topco
Cayman Islands
$702K +$702K +9,806 New
ARC
106
Advisor Resource Council
Texas
$676K -$2.85M -39,775 -81%
LG
107
Leuthold Group
Minnesota
$660K +$17.7K +247 +3%
IUHSA
108
Itau Unibanco Holding S.A.
Brazil
$645K -$4.76M -66,455 -88%
OC
109
Oppenheimer & Co
New York
$640K +$640K +8,932 New
EH
110
Equitable Holdings
New York
$629K +$56.2K +785 +10%
GI
111
GLOBALT Investments
Georgia
$624K -$72.6K -1,013 -10%
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$605K – – –
Stifel Financial
113
Stifel Financial
Missouri
$594K – – –
MMA
114
Miracle Mile Advisors
California
$564K +$96.7K +1,350 +21%
JFG
115
Jefferies Financial Group
New York
$562K -$1.41M -19,680 -71%
CCAL
116
City Center Advisors LLC
Michigan
$557K +$9.81K +137 +2%
Franklin Resources
117
Franklin Resources
California
$538K +$538K +7,506 New
BHB
118
Bank Hapoalim BM
Israel
$521K +$58.8K +821 +13%
ODIJL
119
One Day In July LLC
Vermont
$509K -$92.2K -1,288 -15%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$496K -$3.3K -46 -0.7%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$473K – – –
NA
122
NewEdge Advisors
Louisiana
$469K +$183K +2,553 +64%
CAM
123
Clark Asset Management
New Hampshire
$466K +$2.65K +37 +0.6%
TFA
124
Tranquilli Financial Advisor
New Jersey
$438K +$99.7K +1,392 +29%
TWM
125
Tanager Wealth Management
United Kingdom
$434K – – –
3 4
5
6 7