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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 %
HPC
176
HM Payson & Co
Maine
$72.6K – – –
PSFG
177
Park Square Financial Group
Georgia
$60.1K +$60.1K +958 New
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$59.7K – – –
WB
179
Webster Bank
Connecticut
$54K +$54K +861 New
FMII
180
Farmers & Merchants Investments Inc
Nebraska
$51.4K – – –
YDMI
181
Y.D. More Investments
Israel
$50.8K – – –
PTC
182
Private Trust Company
Ohio
$43K +$16.3K +260 +61%
Group One Trading
183
Group One Trading
Illinois
$42.7K +$42.7K +680 New
Barclays
184
Barclays
United Kingdom
$31K -$127K -2,037 -80%
WTC
185
WhitTier Trust Company
Nevada
$27.4K +$27.4K +436 New
BCM
186
Blume Capital Management
California
$25.1K – – –
MA
187
MCF Advisors
Kentucky
$23.4K +$126 +2 +0.5%
CA
188
Clearstead Advisors
Ohio
$23.3K +$3.32K +53 +17%
SW
189
SVB Wealth
Massachusetts
$20K +$20K +319 New
TCOV
190
Trust Company of Vermont
Vermont
$19K – – –
HI
191
Harbour Investments
Wisconsin
$16.7K +$1K +16 +6%
BTI
192
Blue Trust Inc
Georgia
$15.4K +$15.4K +245 New
AF
193
Allworth Financial
California
$15.1K – – –
EWA
194
EverSource Wealth Advisors
Alabama
$14.2K +$14.2K +226 New
HNB
195
Huntington National Bank
Ohio
$14K -$14.6K – –
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$12.8K – – –
CG
197
Curat Global
New Hampshire
$12.6K +$12.6K +200 New
T
198
Tidemark
California
$12.2K – – –
PSB
199
Piscataqua Savings Bank
New Hampshire
$11.3K – – –
SIS
200
Sound Income Strategies
Florida
$10.1K +$63 +1 +0.6%
6 7
8
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