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Invesco KBW Bank ETF

257 hedge funds and large institutions have $4.48B invested in Invesco KBW Bank ETF in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.8M
Puts
$26.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RT
101
Rockland Trust
Massachusetts
$1.03M
IAA
102
Independent Advisor Alliance
North Carolina
$1.01M
BFA
103
Beacon Financial Advisory
Ohio
$1.01M
RSWM
104
Robertson Stephens Wealth Management
California
$968K
DBIA
105
Dumont & Blake Investment Advisors
New Jersey
$905K
SG
106
StoneX Group
New York
$896K
SWP
107
Stratos Wealth Partners
Ohio
$868K
GAM
108
Gotham Asset Management
New York
$782K
UM
109
Ulysses Management
New York
$782K
PTC
110
Philadelphia Trust Company
Pennsylvania
$782K
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$767K
CW
112
CreativeOne Wealth
Kansas
$746K
GRP
113
Global Retirement Partners
California
$734K
PCM
114
Permanent Capital Management
Illinois
$700K
LG
115
Leuthold Group
Minnesota
$694K
OC
116
Oppenheimer & Co
New York
$693K
CIBC World Market
117
CIBC World Market
Ontario, Canada
$685K
JFG
118
Jefferies Financial Group
New York
$667K
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$660K
Stifel Financial
120
Stifel Financial
Missouri
$649K
GI
121
GLOBALT Investments
Georgia
$643K
Group One Trading
122
Group One Trading
Illinois
$640K
BEI
123
Benjamin Edwards Inc
Missouri
$635K
CCAL
124
City Center Advisors LLC
Michigan
$625K
MMA
125
Miracle Mile Advisors
California
$616K