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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 %
SFG
201
Stonebridge Financial Group
Pennsylvania
$9.86K +$9.86K +157 New
GSWM
202
Golden State Wealth Management
California
$9.67K +$9.67K +154 New
MFS
203
Mattson Financial Services
Michigan
$9.6K +$9.6K +153 New
AWM
204
AE Wealth Management
Kansas
$9.16K +$6.15K +98 +204%
NFSG
205
Newbridge Financial Services Group
Florida
$8.47K – – –
CA
206
CoreCap Advisors
Michigan
$7.28K – – –
TCM
207
TruNorth Capital Management
Michigan
$7.16K – – –
PP
208
PFS Partners
New Jersey
$6.72K – – –
TWC
209
TD Waterhouse Canada
Ontario, Canada
$6.55K – – –
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.28K – – –
FDW
211
Fourth Dimension Wealth
Ohio
$6.28K +$6.28K +100 New
BBHC
212
Brown Brothers Harriman & Co
New York
$5.9K +$5.9K +94 New
MCM
213
MAI Capital Management
Ohio
$5.59K – – –
MMCM
214
Murphy & Mullick Capital Management
New York
$5.34K +$4.71K +75 +750%
CAL
215
Capital Analysts LLC
Pennsylvania
$5K +$2.71K +39 +118%
CIAS
216
Capital Investment Advisory Services
North Carolina
$4.65K – – –
FHA
217
First Horizon Advisors
Tennessee
$4.26K – – –
CFD
218
Creative Financial Designs
Indiana
$2.89K -$63 -1 -2%
CFB
219
Cullen/Frost Bankers
Texas
$2.43K +$62 +1 +3%
ACA
220
Aptus Capital Advisors
Alabama
$2.02K -$946 -15 -32%
MG
221
Mather Group
Illinois
$1.51K +$1.51K +24 New
Russell Investments Group
222
Russell Investments Group
United Kingdom
$1.44K – – –
GWANC
223
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.26K -$941 -15 -43%
KFI
224
Key Financial Inc
Pennsylvania
$1.19K – – –
LCM
225
Logan Capital Management
Pennsylvania
$1.05K – – –
7 8
9
10 11