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Invesco KBW Bank ETF

300 hedge funds and large institutions have $3.81B invested in Invesco KBW Bank ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.38% more ownership

Funds ownership: 75.61%78.99% (+3.4%)

1% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 100

3% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $91.1M

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

3% less funds holding

Funds holding: 309300 (-9)

17% less capital invested

Capital invested by funds: $4.59B → $3.81B (-$781M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
300
Holders Change
-9
Holders Change %
-2.91%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
101
Reduced
100
Closed
55
Calls
$88.4M
Puts
$91.1M
Net Calls
-$2.66M
Net Calls Change
-$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$407K -$54.6K -653 -11%
AIP
152
Avail Investment Partners
Pennsylvania
$399K +$421K +5,041 New
M&T Bank
153
M&T Bank
New York
$396K
CWM
154
Concentrum Wealth Management
California
$396K +$418K +5,000 New
Neuberger Berman Group
155
Neuberger Berman Group
New York
$390K +$412K +4,923 New
SWM
156
Silverlake Wealth Management
Vermont
$384K +$119K +1,422 +42%
BP
157
Broadleaf Partners
Ohio
$383K
CC
158
Chicago Capital
Illinois
$381K +$402K +4,810 New
RA
159
RFG Advisory
Alabama
$364K +$6.44K +77 +2%
JFG
160
Jefferies Financial Group
New York
$363K -$385K -4,600 -50%
EM
161
ELCO Management
New York
$356K +$125K +1,500 +50%
PI
162
PFG Investments
New York
$349K +$334 +4 +0.1%
HT
163
Headlands Technologies
Illinois
$343K -$110K -1,317 -23%
Creative Planning
164
Creative Planning
Kansas
$332K +$88.5K +1,059 +34%
CG
165
Caprock Group
Idaho
$315K -$164K -1,967 -33%
SCTC
166
Sanibel Captiva Trust Company
Florida
$313K +$19.7K +236 +6%
CPIG
167
Chicago Partners Investment Group
Illinois
$304K +$2.93K +35 +1%
SPIA
168
Steward Partners Investment Advisory
New York
$302K +$2.42K +29 +0.8%
RFA
169
Rollins Financial Advisors
New York
$297K -$5.01K -60 -2%
WB
170
WesBanco Bank
West Virginia
$290K +$8.36K +100 +3%
PGAM
171
Princeton Global Asset Management
New Jersey
$286K +$303K +3,620 New
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$284K -$114K -1,366 -28%
AI
173
Accredited Investors
Minnesota
$281K +$167 +2 +0.1%
FC
174
Fairscale Capital
New Hampshire
$280K
TWC
175
TD Waterhouse Canada
Ontario, Canada
$278K -$24.4K -292 -8%