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Invesco KBW Bank ETF

309 hedge funds and large institutions have $4.59B invested in Invesco KBW Bank ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $28.2M

177% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 31

25% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 77

19% more funds holding

Funds holding: 260309 (+49)

2% more capital invested

Capital invested by funds: $4.48B → $4.59B (+$108M)

10.3% less ownership

Funds ownership: 85.92%75.61% (-10%)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
309
Holders Change
+49
Holders Change %
+18.85%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
86
Increased
96
Reduced
77
Closed
31
Calls
$94.5M
Puts
$28.2M
Net Calls
+$66.2M
Net Calls Change
+$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$1.47M +$58.6K +741 +4%
GAM
102
Gotham Asset Management
New York
$1.45M +$571K +7,221 +72%
USCWA
103
U.S. Capital Wealth Advisors
Texas
$1.39M +$158 +2 +0%
EB
104
Eastern Bank
Massachusetts
$1.39M +$1.3M +16,468 New
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M -$5.7K -72 -0.5%
Truist Financial
106
Truist Financial
North Carolina
$1.25M -$14.6K -185 -1%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$1.2M +$24.8K +313 +2%
PCM
108
Parsons Capital Management
Rhode Island
$1.18M -$19.8K -250 -2%
IAA
109
Independent Advisor Alliance
North Carolina
$1.13M +$35.3K +446 +3%
IMC
110
Investment Management Corporation
Virginia
$1.11M +$2.61K +33 +0.3%
RSWM
111
Robertson Stephens Wealth Management
California
$1.09M +$40.7K +515 +4%
SF
112
Summit Financial
New Jersey
$1.05M +$983K +12,422 New
SFS
113
Sowell Financial Services
Arkansas
$1.01M +$950K +12,009 New
RT
114
Rockland Trust
Massachusetts
$989K -$113K -1,424 -11%
BEI
115
Benjamin Edwards Inc
Missouri
$984K +$281K +3,554 +44%
AF
116
Advisornet Financial
Minnesota
$971K -$278K -3,513 -23%
DBIA
117
Dumont & Blake Investment Advisors
New Jersey
$968K -$7.04K -89 -0.8%
TSS
118
Two Sigma Securities
New York
$920K +$863K +10,911 New
SG
119
StoneX Group
New York
$886K -$75K -948 -8%
OPWM
120
Oregon Pacific Wealth Management
Oregon
$880K +$826K +10,441 New
NIM
121
Niles Investment Management
Florida
$868K +$815K +10,300 New
ARC
122
Advisor Resource Council
Texas
$855K +$771K +9,752 New
KAS
123
Kestra Advisory Services
Texas
$851K +$380K +4,806 +91%
MG
124
Marex Group
$833K +$782K +9,882 New
OC
125
Oppenheimer & Co
New York
$831K +$79.3K +1,003 +11%

KBWB Hedge Fund Activity: Q4 2025 in Review

309 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2025, worth a combined $4.59B — up 2.4% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new KBWB positions and 31 closed out — a net gain of 55 holders — while 96 added to existing stakes and 77 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $233M. The largest seller was Harel Insurance Investments & Financial Services, cutting an estimated $330M.

  • 309 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2025, up from 260 in Q3 2025.
  • Funds reported $4.59B of Invesco KBW Bank ETF stock for Q4 2025, up 2.4% quarter-over-quarter.
  • 86 funds opened new Invesco KBW Bank ETF positions in Q4 2025 and 31 closed out, a net change of +55 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $233M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2025 was Harel Insurance Investments & Financial Services, an estimated $330M sold.

Based on aggregated 13F filings for Q4 2025.