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Invesco KBW Bank ETF

260 hedge funds and large institutions have $4.48B invested in Invesco KBW Bank ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

51% more call options, than puts

Call options by funds: $39.8M | Put options by funds: $26.4M

19% more capital invested

Capital invested by funds: $3.78B → $4.48B (+$704M)

19% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 70

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 231260 (+29)

2.53% more ownership

Funds ownership: 83.39%85.92% (+2.5%)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
57
Increased
83
Reduced
70
Closed
25
Calls
$39.8M
Puts
$26.4M
Net Calls
+$13.5M
Net Calls Change
-$71.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IMC
101
Investment Management Corporation
Virginia
$1.03M +$19.3K +256 +2%
RT
102
Rockland Trust
Massachusetts
$1.03M -$164K -2,177 -14%
IAA
103
Independent Advisor Alliance
North Carolina
$1.01M +$976K +12,943 New
BFA
104
Beacon Financial Advisory
Ohio
$1.01M -$75.1K -996 -7%
RSWM
105
Robertson Stephens Wealth Management
California
$968K +$51.9K +689 +6%
DBIA
106
Dumont & Blake Investment Advisors
New Jersey
$905K -$17K -225 -2%
SG
107
StoneX Group
New York
$896K +$111K +1,473 +15%
SWP
108
Stratos Wealth Partners
Ohio
$868K +$836K +11,092 New
GAM
109
Gotham Asset Management
New York
$782K
UM
110
Ulysses Management
New York
$782K +$754K +10,000 New
PTC
111
Philadelphia Trust Company
Pennsylvania
$782K
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$767K +$739K +9,810 New
CW
113
CreativeOne Wealth
Kansas
$746K -$38.1K -505 -5%
GRP
114
Global Retirement Partners
California
$734K -$151K -2,006 -18%
PCM
115
Permanent Capital Management
Illinois
$700K +$674K +8,949 New
LG
116
Leuthold Group
Minnesota
$694K -$25.1K -333 -4%
OC
117
Oppenheimer & Co
New York
$693K -$5.58K -74 -0.8%
CIBC World Market
118
CIBC World Market
Ontario, Canada
$685K +$660K +8,762 New
JFG
119
Jefferies Financial Group
New York
$667K +$50.9K +675 +9%
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
$660K
Stifel Financial
121
Stifel Financial
Missouri
$649K
GI
122
GLOBALT Investments
Georgia
$643K -$36.6K -485 -6%
Group One Trading
123
Group One Trading
Illinois
$640K +$267K +3,538 +76%
BEI
124
Benjamin Edwards Inc
Missouri
$635K +$612K +8,121 New
CCAL
125
City Center Advisors LLC
Michigan
$625K +$16.1K +213 +3%

KBWB Hedge Fund Activity: Q3 2025 in Review

260 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2025, worth a combined $4.48B — up 19% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new KBWB positions and 25 closed out — a net gain of 32 holders — while 83 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $204M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $143M.

  • 260 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $4.48B of Invesco KBW Bank ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 57 funds opened new Invesco KBW Bank ETF positions in Q3 2025 and 25 closed out, a net change of +32 holders.
  • The largest Invesco KBW Bank ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $204M added.
  • The largest Invesco KBW Bank ETF seller in Q3 2025 was Migdal Insurance & Financial Holdings, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2025.