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Invesco KBW Bank ETF

300 hedge funds and large institutions have $3.81B invested in Invesco KBW Bank ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.38% more ownership

Funds ownership: 75.61%78.99% (+3.4%)

1% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 100

3% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $91.1M

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

3% less funds holding

Funds holding: 309300 (-9)

17% less capital invested

Capital invested by funds: $4.59B → $3.81B (-$781M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
300
Holders Change
-9
Holders Change %
-2.91%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
101
Reduced
100
Closed
55
Calls
$88.4M
Puts
$91.1M
Net Calls
-$2.66M
Net Calls Change
-$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
126
Measured Wealth Private Client Group
New Hampshire
$608K +$260K +3,109 +68%
ARC
127
Advisor Resource Council
Texas
$596K -$185K -2,217 -23%
SPC
128
Sigma Planning Corp
Michigan
$590K -$34.8K -416 -5%
LG
129
Leuthold Group
Minnesota
$576K -$106K -1,273 -15%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$572K +$123K +1,474 +26%
FSA
131
Fort Sheridan Advisors
Illinois
$571K
QT
132
Quantbot Technologies
New York
$565K +$12.3K +147 +2%
Bank Julius Baer & Co
133
Bank Julius Baer & Co
Switzerland
$554K +$585K +7,000 New
JRPCML
134
J. R. Prunier Capital Management LLC
Massachusetts
$539K +$76.2K +912 +15%
EH
135
Equitable Holdings
New York
$529K +$48.9K +585 +10%
CWM
136
Circle Wealth Management
New Jersey
$527K +$557K +6,662 New
GS
137
GTS Securities
New York
$527K +$557K +6,661 New
CAM
138
Clark Asset Management
New Hampshire
$523K -$43.5K -521 -7%
BHB
139
Bank Hapoalim BM
Israel
$513K -$58.5K -700 -10%
KF
140
Krilogy Financial
Missouri
$492K -$85.1K -1,018 -15%
ODIJL
141
One Day In July LLC
Vermont
$481K -$20.4K -244 -4%
TWM
142
Tanager Wealth Management
United Kingdom
$479K
IRP
143
Investment Research Partners
Pennsylvania
$467K -$3.34K -40 -0.7%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$465K -$3.81M -45,573 -89%
AQR Capital Management
145
AQR Capital Management
Connecticut
$465K +$152K +1,817 +45%
Franklin Resources
146
Franklin Resources
California
$455K -$49.1K -587 -9%
TFA
147
Tranquilli Financial Advisor
New Jersey
$453K +$4.68K +56 +1%
FM
148
Family Management
New York
$428K
Simplex Trading
149
Simplex Trading
Illinois
$422K +$446K +5,334 New
SFP
150
Shepherd Financial Partners
Massachusetts
$414K