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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $2B invested in Invesco KBW Bank ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.6%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
24
Increased
51
Reduced
52
Closed
26
Calls
$3.53M
Puts
$1.07M
Net Calls
+$2.46M
Net Calls Change
+$4.09M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$528M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$182M
3
CI
3
Clal Insurance
Israel
$222M
4
PF
4
Phoenix Financial
Israel
$217M
5
Morgan Stanley
5
Morgan Stanley
New York
$80M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$1.89M
2
Bank of America
2
Bank of America
North Carolina
$28.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
PCA
4
PL Capital Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
26
Meitav Investment House
Israel
$9.94M +$6.87M +102,215 +224%
HF
27
HRT Financial
New York
$9.38M +$6.14M +91,459 +189%
OWA
28
Octavia Wealth Advisors
Ohio
$9.25M +$1.05M +15,776 +13%
PCH
29
PGIM Custom Harvest
New Jersey
$7.75M -$9.13K -136 -0.1%
RT
30
Rockland Trust
Massachusetts
$6.6M -$459K -6,841 -7%
MIM
31
Morningstar Investment Management
Illinois
$6.45M -$479K -7,018 -7%
LPL Financial
32
LPL Financial
California
$6.41M -$599K -8,927 -9%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.57M -$445K -6,639 -7%
Truist Financial
34
Truist Financial
North Carolina
$5.08M -$126K -1,872 -2%
BGDI
35
BW Gestao de Investimentos
Brazil
$5.03M +$5.03M +75,000 New
William Blair & Company
36
William Blair & Company
Illinois
$4.88M +$492K +7,334 +11%
VAS
37
Valicenti Advisory Services
New York
$4.75M +$371K +5,530 +8%
CA
38
Cetera Advisors
Colorado
$3.93M +$284K +4,238 +8%
Stifel Financial
39
Stifel Financial
Missouri
$3.84M -$171K -2,548 -4%
PAG
40
Private Advisor Group
New Jersey
$3.69M -$70.7K -1,054 -2%
TWA
41
TPB Wealth Advisors
Texas
$3.52M -$1.25M -18,563 -26%
GM
42
Granger Management
New York
$3.14M +$443K +6,370 +16%
DWA
43
Delos Wealth Advisors
Texas
$3.01M +$939K +13,995 +45%
QIM
44
Quantitative Investment Management
Virginia
$2.81M +$2.81M +41,830 New
Lido Advisors
45
Lido Advisors
California
$2.7M +$644K +9,602 +31%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.65M +$67K +999 +3%
MAG
47
MRA Advisory Group
New Jersey
$2.6M +$2.6M +38,771 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.59M -$6.29M -93,679 -71%
SPC
49
Sigma Planning Corp
Michigan
$2.36M +$99.4K +1,481 +4%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.16M +$572K +8,531 +36%
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