KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

227 hedge funds and large institutions have $3.77B invested in Invesco KBW Bank ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
–
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
37
Increased
77
Reduced
75
Closed
33
Calls
$95.5M
Puts
$10.4M
Net Calls
+$85.1M
Net Calls Change
+$81.4M

Top Buyers

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

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
$0
2
QC
Quadrature Capital
United Kingdom
$0
3
CWM
Congress Wealth Management
Massachusetts
$49.6M
4
STA
Summit Trail Advisors
New York
$33.9M
5
Bank of America
Bank of America
North Carolina
$919M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
151
Atria Investments
North Carolina
$253K -$251K -3,505 -50%
TWC
152
TD Waterhouse Canada
Ontario, Canada
$249K +$241K +3,314 +3,156%
SC
153
Sapient Capital
Indiana
$245K – – –
Fidelity Investments
154
Fidelity Investments
Massachusetts
$240K +$44K +611 +22%
FTS
155
Fifth Third Securities
Ohio
$239K -$19.1K -267 -7%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$233K -$6.37K -89 -3%
WIM
157
WealthPlan Investment Management
Nebraska
$227K +$227K +3,176 New
CL
158
Choreo LLC
Illinois
$218K +$218K +3,039 New
CCM
159
Collar Capital Management
Wisconsin
$213K +$213K +2,969 New
CPRC
160
Consolidated Portfolio Review Corp
New York
$203K +$203K +2,834 New
FFWA
161
FRG Family Wealth Advisors
Washington
$201K +$201K +2,800 New
US Bancorp
162
US Bancorp
Minnesota
$199K +$30.9K +431 +18%
FF
163
Finley Financial
Nevada
$161K – – –
TRCT
164
Tower Research Capital (TRC)
New York
$160K -$4.55M -63,471 -97%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$158K -$12.5K -174 -7%
Comerica Bank
166
Comerica Bank
Texas
$126K +$40.5K +566 +48%
AA
167
Addison Advisors
Vermont
$119K -$3.65K -51 -3%
SS
168
Sunbelt Securities
Texas
$116K +$4.84K +74 +4%
FFA
169
Farther Finance Advisors
California
$89.1K -$461K -6,432 -84%
AAS
170
Ameritas Advisory Services
Nebraska
$85.5K +$85.5K +1,193 New
BPAMU
171
BTG Pactual Asset Management US
New York
$82.4K +$82.4K +1,150 New
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
$75K +$73.6K +5,272 +5,272%
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$68.2K +$72 +1 +0.1%
PSFG
174
Park Square Financial Group
Georgia
$67.3K -$1.29K -18 -2%
WB
175
Webster Bank
Connecticut
$61.7K – – –
5 6
7
8 9