We are live on ! Find out more
KBWB icon

Invesco KBW Bank ETF

300 hedge funds and large institutions have $3.81B invested in Invesco KBW Bank ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.38% more ownership

Funds ownership: 75.61%78.99% (+3.4%)

1% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 100

3% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $91.1M

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

3% less funds holding

Funds holding: 309300 (-9)

17% less capital invested

Capital invested by funds: $4.59B → $3.81B (-$781M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
300
Holders Change
-9
Holders Change %
-2.91%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
101
Reduced
100
Closed
55
Calls
$88.4M
Puts
$91.1M
Net Calls
-$2.66M
Net Calls Change
-$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$902M -$78.6M -940,291 -8%
JP Morgan Chase
2
JP Morgan Chase
New York
$631M -$75.6M -905,009 -10%
Fisher Asset Management
3
Fisher Asset Management
Washington
$306M +$24.8M +296,580 +8%
Goldman Sachs
4
Goldman Sachs
New York
$231M +$6.7M +80,143 +3%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$171M
Morgan Stanley
6
Morgan Stanley
New York
$154M +$41.1M +491,907 +34%
WBG
7
Wharton Business Group
Pennsylvania
$145M +$188K +2,248 +0.1%
CI
8
Clal Insurance
Israel
$112M -$70.3M -841,000 -37%
Temasek Holdings
9
Temasek Holdings
Singapore
$87.4M -$73.9M -884,139 -44%
Two Sigma Investments
10
Two Sigma Investments
New York
$85.5M +$90.3M +1,080,548 New
Osaic Holdings
11
Osaic Holdings
Arizona
$58.4M +$1.29M +15,416 +2%
Wells Fargo
12
Wells Fargo
California
$53.5M +$15M +178,911 +36%
CA
13
Cornerstone Advisors
North Carolina
$52.6M +$25.5M +304,600 +84%
EDRH
14
Edmond de Rothschild Holding
Switzerland
$49.7M +$405K +4,849 +0.8%
STA
15
Summit Trail Advisors
New York
$42M -$613K -7,333 -1%
TAS
16
TIFF Advisory Services
Pennsylvania
$41.3M +$43.7M +522,543 New
LPL Financial
17
LPL Financial
California
$39.6M -$5.37M -64,249 -11%
UBS Group
18
UBS Group
Switzerland
$39M +$15.7M +187,701 +62%
FT
19
Fiduciary Trust
Massachusetts
$38.1M -$12.8M -153,013 -24%
Fidelity International
20
Fidelity International
Bermuda
$34.9M -$1.34M -16,018 -4%
HI
21
Horizon Investments
North Carolina
$32.1M +$661K +7,913 +2%
AAS
22
Annex Advisory Services
Wisconsin
$30.8M +$32.5M +389,057 New
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$24.3M +$7.74M +92,652 +43%
Cerity Partners
24
Cerity Partners
New York
$19.9M +$20.4M +243,996 +3,428%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$19.8M -$38.2M -456,873 -65%