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Invesco KBW Bank ETF

231 hedge funds and large institutions have $3.78B invested in Invesco KBW Bank ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

819% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $10.4M

34% more capital invested

Capital invested by funds: $2.81B → $3.78B (+$964M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

8.24% more ownership

Funds ownership: 75.15%83.39% (+8.2%)

0% more funds holding

Funds holding: 230231 (+1)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% 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
38
Increased
76
Reduced
77
Closed
34
Calls
$95.5M
Puts
$10.4M
Net Calls
+$85.1M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
151
Chicago Partners Investment Group
Illinois
$258K +$219K +3,446 New
AI
152
Accredited Investors
Minnesota
$254K +$63 +1 +0%
AI
153
Atria Investments
North Carolina
$253K -$222K -3,505 -50%
TWC
154
TD Waterhouse Canada
Ontario, Canada
$249K +$210K +3,314 +3,156%
SC
155
Sapient Capital
Indiana
$245K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$240K +$38.7K +611 +22%
FTS
157
Fifth Third Securities
Ohio
$239K -$16.9K -267 -7%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$233K -$5.64K -89 -3%
WIM
159
WealthPlan Investment Management
Nebraska
$227K +$201K +3,176 New
CL
160
Choreo LLC
Illinois
$218K +$193K +3,039 New
CCM
161
Collar Capital Management
Wisconsin
$213K +$188K +2,969 New
CPRC
162
Consolidated Portfolio Review Corp
New York
$203K +$180K +2,834 New
FFWA
163
FRG Family Wealth Advisors
Washington
$201K +$178K +2,800 New
US Bancorp
164
US Bancorp
Minnesota
$199K +$27.3K +431 +18%
FF
165
Finley Financial
Nevada
$161K
TRCT
166
Tower Research Capital (TRC)
New York
$160K -$4.02M -63,471 -97%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$158K -$11K -174 -7%
Comerica Bank
168
Comerica Bank
Texas
$126K +$35.9K +566 +48%
AA
169
Addison Advisors
Vermont
$119K -$3.23K -51 -3%
SS
170
Sunbelt Securities
Texas
$116K +$4.69K +74 +4%
FFA
171
Farther Finance Advisors
California
$89.1K -$408K -6,432 -84%
AAS
172
Ameritas Advisory Services
Nebraska
$85.5K +$75.6K +1,193 New
NSG
173
Nalls Sherbakoff Group
Tennessee
$83.6K
BPAMU
174
BTG Pactual Asset Management US
New York
$82.4K +$72.9K +1,150 New
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$68.2K +$63 +1 +0.1%

KBWB Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2025, worth a combined $3.78B — up 34% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KBWB positions and 34 closed out — a net gain of 4 holders — while 76 added to existing stakes and 77 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $140M. The largest seller was Temasek Holdings, exiting entirely with an estimated $52.2M sold.

  • 231 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $3.78B of Invesco KBW Bank ETF stock for Q2 2025, up 34% quarter-over-quarter.
  • 38 funds opened new Invesco KBW Bank ETF positions in Q2 2025 and 34 closed out, a net change of +4 holders.
  • The largest Invesco KBW Bank ETF buyer in Q2 2025 was Migdal Insurance & Financial Holdings, an estimated $140M added.
  • The largest Invesco KBW Bank ETF seller in Q2 2025 was Temasek Holdings, an estimated $52.2M sold.

Based on aggregated 13F filings for Q2 2025.