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Invesco KBW Bank ETF

231 hedge funds and large institutions have $3.78B invested in Invesco KBW Bank ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

819% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $10.4M

34% more capital invested

Capital invested by funds: $2.81B → $3.78B (+$964M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

8.24% more ownership

Funds ownership: 75.15%83.39% (+8.2%)

0% more funds holding

Funds holding: 230231 (+1)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
38
Increased
76
Reduced
77
Closed
34
Calls
$95.5M
Puts
$10.4M
Net Calls
+$85.1M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
201
Sound Income Strategies
Florida
$11.6K +$63 +1 +0.6%
GSWM
202
Golden State Wealth Management
California
$11K
KFI
203
Key Financial Inc
Pennsylvania
$10.1K +$7.74K +122 +642%
GBT
204
Grove Bank & Trust
Florida
$10K +$8.88K +140 New
IA
205
IFP Advisors
Florida
$9.45K +$8.37K +132 New
CA
206
CoreCap Advisors
Michigan
$8.74K +$380 +6 +5%
NRG
207
Nemes Rush Group
Michigan
$8.5K +$7.55K +119 New
TCM
208
TruNorth Capital Management
Michigan
$8.16K
TPWA
209
Twin Peaks Wealth Advisors
California
$7.42K +$6.34K +100 New
NFSG
210
Newbridge Financial Services Group
Florida
$7.16K -$2.22K -35 -26%
FDW
211
Fourth Dimension Wealth
Ohio
$7.16K
AF
212
Aviso Financial
Ontario, Canada
$7.02K +$6.21K +98 New
PP
213
PFS Partners
New Jersey
$6.8K -$761 -12 -11%
FHA
214
First Horizon Advisors
Tennessee
$6.39K +$1.4K +22 +33%
MMCM
215
Murphy & Mullick Capital Management
New York
$6.23K
HFS
216
Hantz Financial Services
Michigan
$5K +$4.18K +66 New
BIG
217
Brooklyn Investment Group
New York
$4.73K +$4.18K +66 New
ANBT
218
American National Bank & Trust
Texas
$4.44K +$3.93K +62 New
AIM
219
Access Investment Management
Georgia
$4.3K +$3.81K +60 New
CAL
220
Capital Analysts LLC
Pennsylvania
$4K -$1.14K -18 -25%
CFD
221
Creative Financial Designs
Indiana
$3.29K
CFB
222
Cullen/Frost Bankers
Texas
$2.79K
BBHC
223
Brown Brothers Harriman & Co
New York
$1.79K -$4.38K -69 -73%
Russell Investments Group
224
Russell Investments Group
United Kingdom
$1.65K
SWIM
225
Smallwood Wealth Investment Management
New Jersey
$1.65K +$1.46K +23 New

KBWB Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2025, worth a combined $3.78B — up 34% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KBWB positions and 34 closed out — a net gain of 4 holders — while 76 added to existing stakes and 77 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $140M. The largest seller was Temasek Holdings, exiting entirely with an estimated $52.2M sold.

  • 231 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $3.78B of Invesco KBW Bank ETF stock for Q2 2025, up 34% quarter-over-quarter.
  • 38 funds opened new Invesco KBW Bank ETF positions in Q2 2025 and 34 closed out, a net change of +4 holders.
  • The largest Invesco KBW Bank ETF buyer in Q2 2025 was Migdal Insurance & Financial Holdings, an estimated $140M added.
  • The largest Invesco KBW Bank ETF seller in Q2 2025 was Temasek Holdings, an estimated $52.2M sold.

Based on aggregated 13F filings for Q2 2025.