KBWB icon

Invesco KBW Bank ETF

227 hedge funds and large institutions have $2.81B invested in Invesco KBW Bank ETF in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 75 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+25
Holders Change %
+12.38%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
56
Increased
75
Reduced
53
Closed
28
Calls
$16.6M
Puts
$12.9M
Net Calls
+$3.75M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
126
Farther Finance Advisors
California
$479K +$9.73K +156 +2%
AI
127
Atria Investments
North Carolina
$442K -$40.5K -646 -8%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$438K +$329K +5,243 +303%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$414K -$20.3K -323 -5%
MMA
130
Miracle Mile Advisors
California
$410K -$9.54K -152 -2%
CAM
131
Clark Asset Management
New Hampshire
$406K +$2.64K +42 +0.7%
BHB
132
Bank Hapoalim BM
Israel
$405K
Walleye Capital
133
Walleye Capital
New York
$390K +$390K +6,210 New
TWM
134
Tanager Wealth Management
United Kingdom
$380K
OIA
135
OneDigital Investment Advisors
Kansas
$372K +$109K +1,739 +41%
DCA
136
DSG Capital Advisors
Minnesota
$358K +$87.3K +1,390 +32%
AFG
137
Atomi Financial Group
New York
$353K +$353K +5,629 New
WSFS
138
Wilmington Savings Fund Society
Delaware
$323K +$47.6K +758 +17%
SCTC
139
Sanibel Captiva Trust Company
Florida
$321K -$188K -3,000 -37%
IWC
140
Integrated Wealth Concepts
Massachusetts
$321K -$10.5K -168 -3%
Cerity Partners
141
Cerity Partners
New York
$319K -$35.8K -570 -10%
Lazard Asset Management
142
Lazard Asset Management
New York
$318K +$318K +5,075 New
M&T Bank
143
M&T Bank
New York
$314K
FI
144
Fosun International
China
$314K
LJAC
145
L.J. Altfest & Co
New York
$311K -$2.36M -37,525 -88%
GT
146
Glenmede Trust
Pennsylvania
$307K
Mariner
147
Mariner
Kansas
$306K +$29.9K +477 +11%
BP
148
Broadleaf Partners
Ohio
$304K
TFA
149
Tranquilli Financial Advisor
New Jersey
$297K +$25.4K +405 +9%
CIS
150
Custom Index Systems
New York
$258K