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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

227 hedge funds and large institutions have $2.81B invested in Invesco KBW Bank ETF in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 75 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+25
Holders Change %
+12.38%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
56
Increased
75
Reduced
53
Closed
28
Calls
$16.6M
Puts
$12.9M
Net Calls
+$3.75M
Net Calls Change
+$1.41M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$818M
2
Goldman Sachs
2
Goldman Sachs
New York
$141M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$143M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$101M
5
MMH
5
Menora Mivtachim Holdings
Israel
$93.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$6.67M
2
GP
2
Guardian Partners
Canada
$3.81M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$164M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
151
Jones Financial Companies
Missouri
$251K +$73K +1,179 +41%
LA
152
LM Advisors
California
$251K – – –
NA
153
NewEdge Advisors
Louisiana
$251K -$37.2K -592 -13%
FC
154
Fairscale Capital
New Hampshire
$250K -$29.4K -468 -11%
PI
155
PFG Investments
New York
$242K – – –
CG
156
Caprock Group
Idaho
$240K +$11.6K +185 +5%
ATC
157
Argent Trust Co
Tennessee
$232K +$232K +3,700 New
SB
158
Strategic Blueprint
Georgia
$229K – – –
PFS
159
Prospera Financial Services
Texas
$226K +$226K +3,605 New
FTS
160
Fifth Third Securities
Ohio
$226K – – –
AI
161
Accredited Investors
Minnesota
$222K -$149K -2,379 -40%
HIA
162
Harbor Investment Advisory
Maryland
$220K +$220K +3,500 New
SC
163
Sapient Capital
Indiana
$215K – – –
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$210K -$31.5K -502 -13%
Tudor Investment Corp
165
Tudor Investment Corp
Connecticut
$206K -$785K -12,511 -79%
IC
166
IEQ Capital
California
$201K +$201K +3,194 New
SWM
167
Spire Wealth Management
Virginia
$175K – – –
Fidelity Investments
168
Fidelity Investments
Massachusetts
$171K +$41.6K +663 +32%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$150K +$9.6K +153 +7%
US Bancorp
170
US Bancorp
Minnesota
$148K +$146K +2,320 +7,250%
HT
171
Headlands Technologies
Illinois
$138K +$138K +2,192 New
FF
172
Finley Financial
Nevada
$137K – – –
AA
173
Addison Advisors
Vermont
$107K -$1.69M -26,973 -94%
SS
174
Sunbelt Securities
Texas
$107K -$4.65K -74 -4%
Comerica Bank
175
Comerica Bank
Texas
$74.6K +$27.5K +438 +58%
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7
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