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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

158 hedge funds and large institutions have $977M invested in Invesco KBW Bank ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
158
Holders Change
+21
Holders Change %
+15.33%
% of All Funds
2.55%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
38
Increased
40
Reduced
50
Closed
16
Calls
$3.82M
Puts
$1.19M
Net Calls
+$2.63M
Net Calls Change
+$8.24M

Top Buyers

1
PF
1
Phoenix Financial
Israel
$269M
2
Goldman Sachs
2
Goldman Sachs
New York
$66.5M
3
RJA
3
Raymond James & Associates
Florida
$6.94M
4
AI
4
Accredited Investors
Minnesota
$30.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.52M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$23.6M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
OWA
3
Octavia Wealth Advisors
Ohio
$403K
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
AS
5
Altshuler Shaham
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
26
Meitav Investment House
Israel
$6.58M +$1.75M +33,780 +36%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.06M -$2.89K -56 -0%
MAG
28
MRA Advisory Group
New Jersey
$5.84M +$18K +348 +0.3%
KHLMTHM
29
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.65M – – –
QFA
30
Quattro Financial Advisors
Texas
$5.53M -$285K -5,513 -5%
PCH
31
PGIM Custom Harvest
New Jersey
$4.78M +$4.78M +92,639 New
CA
32
Cetera Advisors
Colorado
$4.07M +$176K +3,405 +5%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.87M -$161K -3,127 -4%
RT
34
Rockland Trust
Massachusetts
$3.66M -$200K -3,871 -5%
Fisher Asset Management
35
Fisher Asset Management
Washington
$3.66M +$3.25M +63,003 +794%
Osaic Holdings
36
Osaic Holdings
Arizona
$3.61M +$313K +6,060 +9%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$3.47M -$544K -10,547 -14%
Stifel Financial
38
Stifel Financial
Missouri
$3.39M +$398K +7,713 +13%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.02M +$1.61M +31,196 +115%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.78M -$278K -5,395 -9%
NA
41
NewEdge Advisors
Louisiana
$2.77M -$47.5K -1,278 -2%
MTWM
42
Masso Torrence Wealth Management
New Jersey
$2.65M +$2.65M +51,359 New
BRCM
43
Bright Rock Capital Management
Massachusetts
$2.07M – – –
EFL
44
ERn Financial LLC
Wisconsin
$2.04M -$82.6K -1,600 -4%
Chevy Chase Trust
45
Chevy Chase Trust
Maryland
$1.81M +$1.81M +35,155 New
PCA
46
Pallas Capital Advisors
Massachusetts
$1.64M +$1.64M +29,861 New
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.63M +$1.63M +31,550 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.61M -$450K -8,710 -22%
RIG
49
RiverFront Investment Group
Virginia
$1.54M +$857K +87,708 +126%
Truist Financial
50
Truist Financial
North Carolina
$1.5M +$304K +5,884 +25%
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