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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
RIA
176
Regal Investment Advisors
Michigan
$278K +$25.5K +305 +9%
RBC
177
Roble Belko & Company
Pennsylvania
$277K +$293K +3,500 New
MWM
178
Mosley Wealth Management
California
$276K +$84 +1 +0%
WA
179
Waverly Advisors
Alabama
$276K +$39.9K +477 +16%
NA
180
NewEdge Advisors
Louisiana
$273K -$93.4K -1,117 -24%
IAS
181
Integrity Advisory Solutions
Texas
$261K +$276K +3,301 New
CWG
182
Crown Wealth Group
North Carolina
$257K -$5.43M -64,965 -95%
WIA
183
World Investment Advisors
California
$257K +$42.3K +506 +18%
DCA
184
DSG Capital Advisors
Minnesota
$253K -$23.3K -279 -8%
HI
185
Harbour Investments
Wisconsin
$250K +$5.35K +64 +2%
CIS
186
Custom Index Systems
New York
$249K +$264K +3,153 New
MMCM
187
Murphy & Mullick Capital Management
New York
$243K +$250K +2,990 +3,518%
EV
188
EJMK Ventures
Illinois
$240K
IC
189
IEQ Capital
California
$237K -$248K -2,961 -50%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$236K -$15K -180 -6%
SWM
191
Spire Wealth Management
Virginia
$231K +$8.36K +100 +4%
GVAG
192
Great Valley Advisor Group
Delaware
$230K +$31.8K +381 +15%
CL
193
Choreo LLC
Illinois
$229K -$20.5K -245 -8%
FTS
194
Fifth Third Securities
Ohio
$229K +$6.52K +78 +3%
JWCA
195
J.W. Cole Advisors
Florida
$228K +$241K +2,886 New
Pathstone Holdings
196
Pathstone Holdings
New Jersey
$222K
FFWA
197
FRG Family Wealth Advisors
Washington
$222K
SC
198
Sapient Capital
Indiana
$220K -$92.2K -1,103 -28%
CCM
199
Collar Capital Management
Wisconsin
$218K -$11.7K -140 -5%
CI
200
CPR Investments
Michigan
$213K +$226K +2,698 New