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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
MMA
126
Miracle Mile Advisors
California
$616K -$301 -4 -0.1%
IFG
127
Independent Financial Group
California
$616K +$48.5K +644 +9%
EH
128
Equitable Holdings
New York
$606K -$78.1K -1,036 -12%
MCM
129
Mainstay Capital Management
Michigan
$592K -$570K -7,563 -50%
Franklin Resources
130
Franklin Resources
California
$576K -$10.6K -140 -2%
BHB
131
Bank Hapoalim BM
Israel
$569K
SPC
132
Sigma Planning Corp
Michigan
$567K +$546K +7,248 New
FSA
133
Fort Sheridan Advisors
Illinois
$564K +$544K +7,217 New
SM
134
Stonegate Management
Illinois
$560K +$540K +7,165 New
QT
135
Quantbot Technologies
New York
$547K +$528K +7,000 New
Jones Financial Companies
136
Jones Financial Companies
Missouri
$546K +$124K +1,647 +31%
MML Investors Services
137
MML Investors Services
Massachusetts
$521K +$502K +6,662 New
CAM
138
Clark Asset Management
New Hampshire
$511K +$2.79K +37 +0.6%
Barclays
139
Barclays
United Kingdom
$510K +$491K +6,518 New
ODIJL
140
One Day In July LLC
Vermont
$499K -$54.7K -726 -10%
Cerity Partners
141
Cerity Partners
New York
$488K +$77.1K +1,023 +20%
TWM
142
Tanager Wealth Management
United Kingdom
$474K
Fidelity Investments
143
Fidelity Investments
Massachusetts
$470K +$202K +2,679 +80%
IRP
144
Investment Research Partners
Pennsylvania
$453K +$448K +5,939 New
TFA
145
Tranquilli Financial Advisor
New Jersey
$449K -$28.3K -375 -6%
Mariner
146
Mariner
Kansas
$445K +$9.65K +128 +2%
SFP
147
Shepherd Financial Partners
Massachusetts
$438K +$63.3K +840 +18%
NA
148
NewEdge Advisors
Louisiana
$435K -$74.5K -988 -15%
FM
149
Family Management
New York
$423K -$408K -5,408 -50%
KAS
150
Kestra Advisory Services
Texas
$414K +$399K +5,291 New

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.