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Invesco KBW Bank ETF

230 hedge funds and large institutions have $2.81B invested in Invesco KBW Bank ETF in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

29% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.9M

15% more capital invested

Capital invested by funds: $2.45B → $2.81B (+$363M)

13% more funds holding

Funds holding: 203230 (+27)

4.83% more ownership

Funds ownership: 70.32%75.15% (+4.8%)

Holders
230
Holders Change
+27
Holders Change %
+13.3%
% 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
57
Increased
76
Reduced
54
Closed
28
Calls
$16.6M
Puts
$12.9M
Net Calls
+$3.75M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$818M +$360M +5,348,678 +70%
CI
2
Clal Insurance
Israel
$223M +$40M +595,000 +20%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$213M +$48.7M +724,850 +27%
Fisher Asset Management
4
Fisher Asset Management
Washington
$164M -$12.2M -180,859 -6%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$143M +$111M +1,652,140 +266%
Goldman Sachs
6
Goldman Sachs
New York
$141M +$114M +1,689,020 +307%
WBG
7
Wharton Business Group
Pennsylvania
$113M -$254K -3,773 -0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$101M +$105M +1,561,587 +3,285%
MMH
9
Menora Mivtachim Holdings
Israel
$93.4M +$100M +1,488,000 New
Morgan Stanley
10
Morgan Stanley
New York
$64.7M +$17.4M +259,018 +34%
CWM
11
Congress Wealth Management
Massachusetts
$60M -$1.36M -20,172 -2%
FT
12
Fiduciary Trust
Massachusetts
$54.1M +$7.88M +117,152 +16%
Temasek Holdings
13
Temasek Holdings
Singapore
$52.2M +$55.9M +831,238 New
STA
14
Summit Trail Advisors
New York
$42.2M +$24.6M +366,312 +119%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$29.6M -$665K -9,895 -2%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$29.3M +$20.9M +311,047 +199%
Wells Fargo
17
Wells Fargo
California
$25.7M +$2.86M +42,519 +12%
QC
18
Quadrature Capital
United Kingdom
$24.5M +$22.5M +334,955 +605%
LPL Financial
19
LPL Financial
California
$24.2M +$2.57M +38,252 +11%
HI
20
Horizon Investments
North Carolina
$24M -$674K -10,029 -3%
UBS Group
21
UBS Group
Switzerland
$18.4M +$3.02M +44,857 +18%
SCM
22
SOL Capital Management
Maryland
$17.8M -$22.2K -330 -0.1%
LNB
23
Ledyard National Bank
$17.6M -$995K -14,789 -5%
VWM
24
Valley Wealth Managers
New Jersey
$13.8M +$553K +8,227 +4%
RH
25
RFG Holdings
Texas
$12.6M +$673K +10,001 +5%

KBWB Hedge Fund Activity: Q1 2025 in Review

230 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q1 2025, worth a combined $2.81B — up 15% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new KBWB positions and 28 closed out — a net gain of 29 holders — while 76 added to existing stakes and 54 trimmed.

The largest buyer was Bank of America, adding an estimated $360M. The largest seller was Citigroup, cutting an estimated $45.6M.

  • 230 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q1 2025, up from 203 in Q4 2024.
  • Funds reported $2.81B of Invesco KBW Bank ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 57 funds opened new Invesco KBW Bank ETF positions in Q1 2025 and 28 closed out, a net change of +29 holders.
  • The largest Invesco KBW Bank ETF buyer in Q1 2025 was Bank of America, an estimated $360M added.
  • The largest Invesco KBW Bank ETF seller in Q1 2025 was Citigroup, an estimated $45.6M sold.

Based on aggregated 13F filings for Q1 2025.