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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

227 hedge funds and large institutions have $3.77B invested in Invesco KBW Bank ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
–
Holders Change %
0%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
37
Increased
77
Reduced
75
Closed
33
Calls
$95.5M
Puts
$10.4M
Net Calls
+$85.1M
Net Calls Change
+$81.4M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$401M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$251M
3
MMH
3
Menora Mivtachim Holdings
Israel
$221M
4
CI
4
Clal Insurance
Israel
$313M
5
Goldman Sachs
5
Goldman Sachs
New York
$211M

Top Sellers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$0
2
QC
2
Quadrature Capital
United Kingdom
$0
3
CWM
3
Congress Wealth Management
Massachusetts
$49.6M
4
STA
4
Summit Trail Advisors
New York
$33.9M
5
Bank of America
5
Bank of America
North Carolina
$919M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$919M -$14.2M -198,249 -2%
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$401M +$158M +2,200,000 +65%
CI
3
Clal Insurance
Israel
$313M +$59.1M +825,000 +23%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$251M +$136M +1,894,583 +118%
MMH
5
Menora Mivtachim Holdings
Israel
$221M +$114M +1,597,450 +107%
Fisher Asset Management
6
Fisher Asset Management
Washington
$214M +$27.2M +379,830 +15%
Goldman Sachs
7
Goldman Sachs
New York
$211M +$50.2M +700,634 +31%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$163M – – –
WBG
9
Wharton Business Group
Pennsylvania
$137M +$8.43M +117,855 +7%
Morgan Stanley
10
Morgan Stanley
New York
$79.4M +$5.65M +78,821 +8%
FT
11
Fiduciary Trust
Massachusetts
$66.3M +$4.55M +63,549 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$54M +$20.2M +282,512 +60%
Citigroup
13
Citigroup
New York
$53.4M +$45.7M +638,640 +601%
CWM
14
Congress Wealth Management
Massachusetts
$49.6M -$18.8M -263,083 -28%
GP
15
Guardian Partners
Canada
$44.5M +$39.8M +543,785 +839%
STA
16
Summit Trail Advisors
New York
$33.9M -$14.3M -199,792 -30%
HI
17
Horizon Investments
North Carolina
$32.8M +$5.43M +75,763 +20%
Wells Fargo
18
Wells Fargo
California
$29.9M +$652K +9,099 +2%
LPL Financial
19
LPL Financial
California
$29.4M +$1.89M +26,329 +7%
UBS Group
20
UBS Group
Switzerland
$24.6M +$3.68M +51,406 +18%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$23M +$23M +322,906 New
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$22.9M -$10.6M -147,760 -32%
SCM
23
SOL Capital Management
Maryland
$20.3M -$66.9K -934 -0.3%
LNB
24
Ledyard National Bank
$19.3M -$810K -11,314 -4%
VWM
25
Valley Wealth Managers
New Jersey
$18.2M +$2.41M +33,657 +15%
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