Who Owns Invesco KBW Bank ETF (KBWB)?Hedge Fund & Institutional Holders

$75.86-0.51 (-0.67%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.680006400003e+245T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$53.50$62.77$72.05$81.32$90.60Jul 24Jun 25Mar 26

KBWB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Migdal Insurance & Financial Holdings Ltd.New Position+2.2M+$182.4M
BNP PARIBAS FINANCIAL MARKETSNew Position+855K+$72.0M
Cornerstone Advisors, LLCNew Position+361K+$30.0M
Ledyard National BankNew Position+249K+$21.0M
SOL Capital Management CONew Position+244K+$20.6M
VALLEY WEALTH MANAGERS, INC.New Position+167K+$14.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+176K+$14.0M
Polymer Capital Management (HK) LTDNew Position+153K+$12.9M
Point72 Asset Management, L.P.New Position+144K+$12.0M
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+151K+$12.0M
Csenge Advisory GroupNew Position+135K+$11.4M
Quantitative Investment Management, LLCNew Position+110K+$9.0M
LOWE BROCKENBROUGH & CO INCNew Position+109K+$9.0M
MKP Capital Management, L.L.C.New Position+100K+$8.4M
MARSHALL WACE, LLPNew Position+97K+$8.0M

KBWB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-30K-$966.0B
Wharton Business Group, LLCDecreased-9K-$143.3B
MORGAN STANLEYDecreased-174K-$127.4B
TWO SIGMA INVESTMENTS, LPClosed Position-1.2M-$94.9B
FIDUCIARY TRUST CODecreased-143K-$60.7B
OSAIC HOLDINGS, INC.Decreased-14K-$57.5B
Summit Trail Advisors, LLCDecreased-101K-$49.9B
Guardian Partners Inc.Decreased-443K-$44.8B
Horizon Investments, LLCDecreased-37K-$34.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-142K-$16.6B
CITIGROUP INCDecreased-157K-$16.5B
RAYMOND JAMES FINANCIAL INCDecreased-62K-$15.9B
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)Closed Position-127K-$9.9B
Banco BTG Pactual S.A.Decreased-25K-$7.0B
Cubist Systematic Strategies, LLCClosed Position-77K-$6.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/11,491,778$968.0M0.07%Share
2JPMORGAN CHASE & CO7,604,450$640.0M0.04%Share
3Fisher Asset Management, LLC3,568,214$300.0M0.10%Share
4MENORA MIVTACHIM HOLDINGS LTD.3,548,900$299.1M1.41%Share
5GOLDMAN SACHS GROUP INC2,837,447$239.0M0.03%Share
6Clal Insurance Enterprises Holdings Ltd2,262,000$190.7M1.23%Share
7Migdal Insurance & Financial Holdings Ltd.2,163,750$182.4M1.57%Share
8Temasek Holdings (Private) Ltd1,989,001$167.0M0.53%Share
9Wharton Business Group, LLC1,825,463$153.9M5.85%Share
10JPMORGAN CHASE & CO1,283,024$108.0M0.01%Share
11MORGAN STANLEY886,329$74.0M0.00%Share
12BNP PARIBAS FINANCIAL MARKETS855,044$72.0M0.03%Share
13BANK OF AMERICA CORP /DE/839,756$70.0M0.01%Share
14ROYAL BANK OF CANADA689,441$58.0M0.01%Share
15OSAIC HOLDINGS, INC.676,852$57.0M0.08%Share
16SUSQUEHANNA INTERNATIONAL GROUP, LLP633,100$53.0M0.01%Call
17EDMOND DE ROTHSCHILD HOLDING S.A.623,056$52.0M0.74%Share
18FIDUCIARY TRUST CO583,360$49.0M0.56%Share
19LPL Financial LLC565,054$47.0M0.01%Share
20Summit Trail Advisors, LLC538,212$45.0M0.78%Share
21FIL Ltd423,621$35.0M0.03%Share
22Horizon Investments, LLC397,216$33.5M0.42%Share
23MORGAN STANLEY396,093$33.0M0.00%Share
24JANE STREET GROUP, LLC386,500$32.0M0.00%Call
25Cornerstone Advisors, LLC360,669$30.0M1.00%Share
26WELLS FARGO & COMPANY/MN328,329$27.0M0.00%Share
27JPMORGAN CHASE & CO253,925$21.0M0.00%Share
28Ledyard National Bank248,828$21.0M1.81%Share
29SOL Capital Management CO244,343$20.6M1.85%Share
30UBS Group AG225,157$19.0M0.00%Share
31Qube Research & Technologies Ltd214,194$18.0M0.02%Share
32CITADEL ADVISORS LLC219,366$18.0M0.00%Share
33RFG HOLDINGS, INC.200,810$16.9M4.24%Share
34ENVESTNET ASSET MANAGEMENT INC176,423$14.0M0.00%Share
35VALLEY WEALTH MANAGERS, INC.165,272$13.9M0.89%Share
36Cetera Investment Advisers155,860$13.0M0.01%Share
37Polymer Capital Management (HK) LTD153,000$12.9M1.83%Share
38NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO313,609$12.4M0.01%Share
39FOUNDATIONS INVESTMENT ADVISORS, LLC147,692$12.0M0.16%Share
40Point72 Asset Management, L.P.144,493$12.0M0.01%Share
41Guardian Partners Inc.138,400$11.7M0.93%Share
42Csenge Advisory Group134,948$11.4M0.51%Share
43M&T BANK CORP53,848$10.5M0.03%Share
44JANE STREET GROUP, LLC126,800$10.0M0.00%Put
45SUSQUEHANNA INTERNATIONAL GROUP, LLP123,100$10.0M0.00%Put
46WELLS FARGO & COMPANY/MN109,398$9.0M0.00%Share
47Quantitative Investment Management, LLC110,410$9.0M0.88%Share
48LOWE BROCKENBROUGH & CO INC109,057$9.0M0.44%Share
49MKP Capital Management, L.L.C.100,000$8.4M0.30%Share
50RAYMOND JAMES FINANCIAL INC96,290$8.0M0.00%Share

KBWB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025302$4.5B+141
Q3 2025161$3.3T-41
Q2 2025202$2.3T-27
Q1 2025229$2.1T+50
Q4 2024179$51.1T+48
Q3 2024131$949.3T+11
Q2 2024120$802.0T+13
Q1 2024107$690.8T—

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As of Q4 2025, 50 institutional investors hold KBWB (Invesco KBW Bank ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $968.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own KBWB?

As of Q4 2025, 50 institutional investors report holding KBWB (Invesco KBW Bank ETF) in their 13F filings.

Who is the largest institutional holder of KBWB?

The largest institutional holder of KBWB is BANK OF AMERICA CORP /DE/ with $968.0M in shares.

Is institutional ownership of KBWB increasing or decreasing?

This quarter, 15 institutions opened new positions in KBWB and 3 closed their positions.