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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
TRCT
126
Tower Research Capital (TRC)
New York
$813K -$4.59M -57,995 -86%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$812K +$216K +2,735 +40%
CW
128
CreativeOne Wealth
Kansas
$789K -$14.2K -180 -2%
JFG
129
Jefferies Financial Group
New York
$774K +$52.4K +663 +8%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$737K -$84.4K -1,067 -11%
IFG
131
Independent Financial Group
California
$732K +$64.3K +813 +10%
PCM
132
Permanent Capital Management
Illinois
$731K -$22.1K -279 -3%
Group One Trading
133
Group One Trading
Illinois
$729K +$36.3K +459 +6%
LG
134
Leuthold Group
Minnesota
$721K -$25.5K -323 -4%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$712K
Mariner
136
Mariner
Kansas
$702K +$209K +2,643 +46%
CCAL
137
City Center Advisors LLC
Michigan
$698K +$22.7K +287 +4%
OCA
138
OpenArc Corporate Advisory
Georgia
$680K +$639K +8,073 New
PSCM
139
Per Stirling Capital Management
Texas
$680K +$639K +8,073 New
GI
140
GLOBALT Investments
Georgia
$680K -$12.3K -156 -2%
GRP
141
Global Retirement Partners
California
$664K -$119K -1,507 -16%
SPC
142
Sigma Planning Corp
Michigan
$664K +$49.6K +627 +9%
MMA
143
Miracle Mile Advisors
California
$664K
MCM
144
Mainstay Capital Management
Michigan
$637K
FSA
145
Fort Sheridan Advisors
Illinois
$608K
BHB
146
Bank Hapoalim BM
Israel
$605K -$7.12K -90 -1%
HA
147
Hanover Advisors
South Carolina
$603K +$566K +7,155 New
CAM
148
Clark Asset Management
New Hampshire
$601K +$47.2K +597 +9%
Cerity Partners
149
Cerity Partners
New York
$600K +$69.7K +881 +14%
QT
150
Quantbot Technologies
New York
$590K -$79 -1 -0%

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.