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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
CPIG
176
Chicago Partners Investment Group
Illinois
$265K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$249K -$5.5K -73 -2%
WIM
178
WealthPlan Investment Management
Nebraska
$243K -$5.58K -74 -2%
CL
179
Choreo LLC
Illinois
$242K +$4.22K +56 +2%
XT
180
XTX Topco
Cayman Islands
$240K -$508K -6,742 -69%
JSSH
181
J. Safra Sarasin Holding
$235K +$226K +3,005 New
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$233K +$57.3K +760 +34%
CCM
183
Collar Capital Management
Wisconsin
$231K -$754 -10 -0.3%
FTS
184
Fifth Third Securities
Ohio
$220K -$38.8K -515 -15%
FFWA
185
FRG Family Wealth Advisors
Washington
$219K
IIC
186
Ironwood Investment Counsel
Arizona
$208K +$201K +2,662 New
OWA
187
Octavia Wealth Advisors
Ohio
$206K +$199K +2,637 New
FF
188
Finley Financial
Nevada
$176K
SPIA
189
Steward Partners Investment Advisory
New York
$171K -$596K -7,902 -78%
US Bancorp
190
US Bancorp
Minnesota
$167K -$48.8K -648 -23%
GIM
191
Glenmede Investment Management
Pennsylvania
$167K -$208K -2,761 -56%
SS
192
Sunbelt Securities
Texas
$134K -$4.3K -57 -3%
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$131K +$54.7K +726 +76%
AA
194
Addison Advisors
Vermont
$129K
NSG
195
Nalls Sherbakoff Group
Tennessee
$91.3K
FFA
196
Farther Finance Advisors
California
$87.7K -$9.2K -122 -10%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$86K +$82.9K +1,100 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$78.2K -$422K -5,600 -85%
HPC
199
HM Payson & Co
Maine
$69.6K
WB
200
Webster Bank
Connecticut
$67.3K

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.