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Invesco KBW Bank ETF

260 hedge funds and large institutions have $4.48B invested in Invesco KBW Bank ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

51% more call options, than puts

Call options by funds: $39.8M | Put options by funds: $26.4M

19% more capital invested

Capital invested by funds: $3.78B → $4.48B (+$704M)

19% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 70

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 231260 (+29)

2.53% more ownership

Funds ownership: 83.39%85.92% (+2.5%)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
3.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
57
Increased
83
Reduced
70
Closed
25
Calls
$39.8M
Puts
$26.4M
Net Calls
+$13.5M
Net Calls Change
-$71.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$408K +$28K +372 +8%
M&T Bank
152
M&T Bank
New York
$391K
PWM
153
Puff Wealth Management
New Jersey
$389K +$375K +4,979 New
IC
154
IEQ Capital
California
$387K
BP
155
Broadleaf Partners
Ohio
$379K
RA
156
RFG Advisory
Alabama
$373K +$359K +4,768 New
DCA
157
DSG Capital Advisors
Minnesota
$366K +$353K +4,686 New
ATC
158
Argent Trust Co
Tennessee
$351K +$59.2K +785 +21%
PI
159
PFG Investments
New York
$344K +$40.6K +539 +14%
OIA
160
OneDigital Investment Advisors
Kansas
$338K -$37.2K -494 -10%
Wolverine Trading
161
Wolverine Trading
Illinois
$329K +$314K +4,163 New
AQR Capital Management
162
AQR Capital Management
Connecticut
$318K +$30.4K +404 +11%
FC
163
Fairscale Capital
New Hampshire
$316K
LA
164
LM Advisors
California
$313K
CG
165
Caprock Group
Idaho
$311K +$301K +3,998 New
KGP
166
Keystone Global Partners
Colorado
$307K +$296K +3,930 New
TWC
167
TD Waterhouse Canada
Ontario, Canada
$300K +$35.4K +470 +14%
SCTC
168
Sanibel Captiva Trust Company
Florida
$291K -$106K -1,400 -27%
SA
169
Sanctuary Advisors
Indiana
$287K -$360K -4,776 -57%
HGA
170
Hobbs Group Advisors
South Carolina
$285K +$275K +3,649 New
CIS
171
Custom Index Systems
New York
$284K -$37.5K -497 -12%
Simplex Trading
172
Simplex Trading
Illinois
$281K -$715K -9,492 -72%
AI
173
Accredited Investors
Minnesota
$277K +$75 +1 +0%
SC
174
Sapient Capital
Indiana
$270K
RFA
175
Rollins Financial Advisors
New York
$268K +$258K +3,425 New

KBWB Hedge Fund Activity: Q3 2025 in Review

260 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2025, worth a combined $4.48B — up 19% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new KBWB positions and 25 closed out — a net gain of 32 holders — while 83 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $204M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $143M.

  • 260 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $4.48B of Invesco KBW Bank ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 57 funds opened new Invesco KBW Bank ETF positions in Q3 2025 and 25 closed out, a net change of +32 holders.
  • The largest Invesco KBW Bank ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $204M added.
  • The largest Invesco KBW Bank ETF seller in Q3 2025 was Migdal Insurance & Financial Holdings, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2025.