KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

225 hedge funds and large institutions have $3.75B invested in Invesco KBW Bank ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
225
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.02%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
36
Increased
77
Reduced
74
Closed
33
Calls
$79.6M
Puts
$5.13M
Net Calls
+$74.5M
Net Calls Change
+$70.7M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$401M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
MMH
3
Menora Mivtachim Holdings
Israel
$221M
4
CI
4
Clal Insurance
Israel
$313M
5
Goldman Sachs
5
Goldman Sachs
New York
$211M

Top Sellers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$0
2
QC
2
Quadrature Capital
United Kingdom
$0
3
CWM
3
Congress Wealth Management
Massachusetts
$49.6M
4
STA
4
Summit Trail Advisors
New York
$33.9M
5
Bank of America
5
Bank of America
North Carolina
$919M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
151
Sapient Capital
Indiana
$245K 3,422 – –
Fidelity Investments
152
Fidelity Investments
Massachusetts
$240K 3,334 +611 +22%
FTS
153
Fifth Third Securities
Ohio
$239K 3,332 -267 -7%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$233K 3,255 -89 -3%
WIM
155
WealthPlan Investment Management
Nebraska
$227K 3,176 +3,176 New
CL
156
Choreo LLC
Illinois
$218K 3,039 +3,039 New
CCM
157
Collar Capital Management
Wisconsin
$213K 2,969 +2,969 New
CPRC
158
Consolidated Portfolio Review Corp
New York
$203K 2,834 +2,834 New
FFWA
159
FRG Family Wealth Advisors
Washington
$201K 2,800 +2,800 New
US Bancorp
160
US Bancorp
Minnesota
$199K 2,783 +431 +18%
FF
161
Finley Financial
Nevada
$161K 2,250 – –
TRCT
162
Tower Research Capital (TRC)
New York
$160K 2,233 -63,471 -97%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$158K 2,213 -174 -7%
Comerica Bank
164
Comerica Bank
Texas
$126K 1,755 +566 +48%
AA
165
Addison Advisors
Vermont
$119K 1,655 -51 -3%
SS
166
Sunbelt Securities
Texas
$116K 1,775 +74 +4%
FFA
167
Farther Finance Advisors
California
$89.1K 1,243 -6,432 -84%
AAS
168
Ameritas Advisory Services
Nebraska
$85.5K 1,193 +1,193 New
BPAMU
169
BTG Pactual Asset Management US
New York
$82.4K 1,150 +1,150 New
LWANC
170
Laurel Wealth Advisors (North Carolina)
North Carolina
$75K 5,372 +5,272 +5,272%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$68.2K 952 +1 +0.1%
PSFG
172
Park Square Financial Group
Georgia
$67.3K 940 -18 -2%
WB
173
Webster Bank
Connecticut
$61.7K 861 – –
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$58.7K 819 – –
YDMI
175
Y.D. More Investments
Israel
$58K 810 – –
5 6
7
8 9