We are live on ! Find out more
KBWB icon

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
Bank of America
1
Bank of America
North Carolina
$919M -$12.6M -198,249 -2%
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$401M +$140M +2,200,000 +65%
CI
3
Clal Insurance
Israel
$313M +$52.3M +825,000 +23%
JP Morgan Chase
4
JP Morgan Chase
New York
$251M +$120M +1,894,583 +118%
MMH
5
Menora Mivtachim Holdings
Israel
$221M +$101M +1,597,450 +107%
Fisher Asset Management
6
Fisher Asset Management
Washington
$214M +$24.1M +379,830 +15%
Goldman Sachs
7
Goldman Sachs
New York
$211M +$44.4M +700,634 +31%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$163M
WBG
9
Wharton Business Group
Pennsylvania
$137M +$7.47M +117,855 +7%
Morgan Stanley
10
Morgan Stanley
New York
$79.4M +$5M +78,821 +8%
FT
11
Fiduciary Trust
Massachusetts
$66.3M +$4.03M +63,549 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$54M +$17.9M +282,512 +60%
Citigroup
13
Citigroup
New York
$53.4M +$40.5M +638,640 +601%
CWM
14
Congress Wealth Management
Massachusetts
$49.6M -$16.7M -263,083 -28%
GP
15
Guardian Partners
Canada
$44.5M +$34.5M +543,785 +839%
STA
16
Summit Trail Advisors
New York
$33.9M -$12.7M -199,792 -30%
HI
17
Horizon Investments
North Carolina
$32.8M +$4.8M +75,763 +20%
Wells Fargo
18
Wells Fargo
California
$29.9M +$577K +9,099 +2%
LPL Financial
19
LPL Financial
California
$29.4M +$1.67M +26,329 +7%
UBS Group
20
UBS Group
Switzerland
$24.6M +$3.26M +51,406 +18%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$23M +$20.5M +322,906 New
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$22.9M -$9.37M -147,760 -32%
SCM
23
SOL Capital Management
Maryland
$20.3M -$59.2K -934 -0.3%
LNB
24
Ledyard National Bank
$19.3M -$717K -11,314 -4%
VWM
25
Valley Wealth Managers
New Jersey
$18.2M +$2.13M +33,657 +15%

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.