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AIM
Avanda Investment Management’s
Invesco KBW Bank ETF
KBWB
Stock Holding History
Avanda Investment Management’s Portfolio
KBWB Stock Details
KBWB Fund Activity
Bought
Maintained
Sold
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-437,500
Closed
-$31.3M
–
33
2025
Q2
$31.3M
Buy
+437,500
New
+$27.7M
10.3%
3
Other funds holding KBWB
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
JP Morgan Chase
New York
$1.81T AUM
41.13%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$20.6B AUM
59.59%
1-Year Est. Return
CI
Clal Insurance
Tel-Aviv, Israel
$22.3B AUM
79.91%
1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva, Israel
$15.6B AUM
71.29%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$336B AUM
34.66%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$25.6B AUM
50.04%
1-Year Est. Return
Goldman Sachs
New York
$1.15T AUM
47.82%
1-Year Est. Return
WBG
Wharton Business Group
Malvern, Pennsylvania
$2.99B AUM
30.41%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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