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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
FMII
201
Farmers & Merchants Investments Inc
Nebraska
$64.1K
YDMI
202
Y.D. More Investments
Israel
$63.4K
BlackRock
203
BlackRock
New York
$56.9K +$17.6K +234 +47%
PSFG
204
Park Square Financial Group
Georgia
$56.7K -$16.2K -215 -23%
HI
205
Harbour Investments
Wisconsin
$50.1K +$29.5K +391 +156%
SWM
206
Spire Wealth Management
Virginia
$48K
AWM
207
AE Wealth Management
Kansas
$40.2K +$4.14K +55 +12%
PTC
208
Private Trust Company
Ohio
$32.3K
BCM
209
Blume Capital Management
California
$31.3K
UB
210
UMB Bank
Missouri
$31.3K +$30.1K +400 New
AF
211
Allworth Financial
California
$31.1K -$226 -3 -0.8%
WTC
212
WhitTier Trust Company
Nevada
$31K
MA
213
MCF Advisors
Kentucky
$29.5K +$151 +2 +0.5%
CA
214
Clearstead Advisors
Ohio
$29.3K +$151 +2 +0.5%
BTI
215
Blue Trust Inc
Georgia
$29K +$2.34K +31 +9%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$28.9K -$4.67K -62 -14%
WSFS
217
Wilmington Savings Fund Society
Delaware
$26.2K -$351K -4,662 -93%
AssetMark Inc
218
AssetMark Inc
California
$25.5K
TCOV
219
Trust Company of Vermont
Vermont
$23.6K
GA
220
Guerra Advisors
Florida
$22.2K +$21.4K +284 New
William Blair & Company
221
William Blair & Company
Illinois
$20.2K -$13.2K -175 -40%
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$15.9K
CG
223
Curat Global
New Hampshire
$15.6K
T
224
Tidemark
California
$15.2K
NRG
225
Nemes Rush Group
Michigan
$14.2K +$4.67K +62 +52%

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.