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Invesco KBW Bank ETF

231 hedge funds and large institutions have $3.78B invested in Invesco KBW Bank ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

819% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $10.4M

34% more capital invested

Capital invested by funds: $2.81B → $3.78B (+$964M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

8.24% more ownership

Funds ownership: 75.15%83.39% (+8.2%)

0% more funds holding

Funds holding: 230231 (+1)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
38
Increased
76
Reduced
77
Closed
34
Calls
$95.5M
Puts
$10.4M
Net Calls
+$85.1M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
126
Tranquilli Financial Advisor
New Jersey
$438K +$88.3K +1,392 +29%
TWM
127
Tanager Wealth Management
United Kingdom
$434K
FTUS
128
Flow Traders U.S.
New York
$402K -$994K -15,680 -74%
APA
129
Astoria Portfolio Advisors
New York
$399K +$339K +5,351 New
Mariner
130
Mariner
Kansas
$398K +$42.9K +677 +14%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$374K +$76.2K +1,201 +30%
Cerity Partners
132
Cerity Partners
New York
$373K +$8.5K +134 +3%
SCTC
133
Sanibel Captiva Trust Company
Florida
$367K
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$362K -$2.36M -37,272 -88%
M&T Bank
135
M&T Bank
New York
$358K
WSFS
136
Wilmington Savings Fund Society
Delaware
$358K -$9.26K -146 -3%
IC
137
IEQ Capital
California
$355K +$112K +1,760 +55%
GIM
138
Glenmede Investment Management
Pennsylvania
$350K +$310K +4,890 New
IWC
139
Integrated Wealth Concepts
Massachusetts
$347K -$17K -268 -5%
BP
140
Broadleaf Partners
Ohio
$347K
OIA
141
OneDigital Investment Advisors
Kansas
$345K -$70.8K -1,117 -19%
SFP
142
Shepherd Financial Partners
Massachusetts
$341K +$302K +4,765 New
Group One Trading
143
Group One Trading
Illinois
$333K +$252K +3,969 +584%
AFG
144
Atomi Financial Group
New York
$300K -$91.6K -1,444 -26%
FC
145
Fairscale Capital
New Hampshire
$297K +$3.81K +60 +2%
CIS
146
Custom Index Systems
New York
$296K +$698 +11 +0.3%
LA
147
LM Advisors
California
$286K
PI
148
PFG Investments
New York
$276K
ATC
149
Argent Trust Co
Tennessee
$265K
AQR Capital Management
150
AQR Capital Management
Connecticut
$262K +$232K +3,658 New

KBWB Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2025, worth a combined $3.78B — up 34% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KBWB positions and 34 closed out — a net gain of 4 holders — while 76 added to existing stakes and 77 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $140M. The largest seller was Temasek Holdings, exiting entirely with an estimated $52.2M sold.

  • 231 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $3.78B of Invesco KBW Bank ETF stock for Q2 2025, up 34% quarter-over-quarter.
  • 38 funds opened new Invesco KBW Bank ETF positions in Q2 2025 and 34 closed out, a net change of +4 holders.
  • The largest Invesco KBW Bank ETF buyer in Q2 2025 was Migdal Insurance & Financial Holdings, an estimated $140M added.
  • The largest Invesco KBW Bank ETF seller in Q2 2025 was Temasek Holdings, an estimated $52.2M sold.

Based on aggregated 13F filings for Q2 2025.