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Invesco KBW Bank ETF
KBWB

160 hedge funds and large institutions have $978M 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.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $3.82M | Put options by funds: $1.19M

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

15% more funds holding

Funds holding: 139 → 160 (+21)

4.62% more ownership

Funds ownership: 51.55% → 56.17% (+4.6%)

4% more capital invested

Capital invested by funds: $941M → $978M (+$36.8M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
160
Holders Change
+21
Holders Change %
+15.11%
% of All Funds
2.57%
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
Phoenix Financial
Israel
+$73.8M
2
Goldman Sachs
Goldman Sachs
New York
+$6.02M
3
RIG
RiverFront Investment Group
Virginia
+$4.6M
4
RJA
Raymond James & Associates
Florida
+$4.34M
5
AI
Accredited Investors
Minnesota
+$3.71M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$77M
2
Bank of America
Bank of America
North Carolina
-$18M
3
OWA
Octavia Wealth Advisors
Ohio
-$6.03M
4
Prudential Financial
Prudential Financial
New Jersey
-$5.05M
5
AS
Altshuler Shaham
Israel
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
26
Meitav Investment House
Israel
$6.58M +$1.77M +33,780 +36%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.06M -$2.94K -56 -0%
MAG
28
MRA Advisory Group
New Jersey
$5.84M +$18.3K +348 +0.3%
KHLMTHM
29
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.65M – – –
QFA
30
Quattro Financial Advisors
Texas
$5.53M -$289K -5,513 -5%
PCH
31
PGIM Custom Harvest
New Jersey
$4.78M +$4.86M +92,639 New
CA
32
Cetera Advisors
Colorado
$4.07M +$179K +3,405 +5%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.87M -$164K -3,127 -4%
RT
34
Rockland Trust
Massachusetts
$3.66M -$203K -3,871 -5%
Fisher Asset Management
35
Fisher Asset Management
Washington
$3.66M +$3.31M +63,003 +794%
Osaic Holdings
36
Osaic Holdings
Arizona
$3.61M +$318K +6,060 +9%
JP Morgan Chase
37
JP Morgan Chase
New York
$3.47M -$553K -10,547 -14%
Stifel Financial
38
Stifel Financial
Missouri
$3.39M +$405K +7,713 +13%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.02M +$1.64M +31,196 +115%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.78M -$283K -5,395 -9%
NA
41
NewEdge Advisors
Louisiana
$2.77M -$67.1K -1,278 -2%
MTWM
42
Masso Torrence Wealth Management
New Jersey
$2.65M +$2.7M +51,359 New
BRCM
43
Bright Rock Capital Management
Massachusetts
$2.06M – – –
EFL
44
ERn Financial LLC
Wisconsin
$2.04M -$84K -1,600 -4%
Chevy Chase Trust
45
Chevy Chase Trust
Maryland
$1.81M +$1.84M +35,155 New
PCA
46
Pallas Capital Advisors
Massachusetts
$1.64M +$1.57M +29,861 New
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.63M +$1.66M +31,550 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.61M -$457K -8,710 -22%
RIG
49
RiverFront Investment Group
Virginia
$1.54M +$4.6M +87,708 +126%
Truist Financial
50
Truist Financial
North Carolina
$1.5M +$309K +5,884 +25%
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KBWB Hedge Fund Activity: Q4 2022 in Review

160 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2022, worth a combined $978M — up 3.9% from $941M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KBWB positions and 16 closed out — a net gain of 22 holders — while 40 added to existing stakes and 50 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $73.8M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $77M.

  • 160 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2022, up from 139 in Q3 2022.
  • Funds reported $978M of Invesco KBW Bank ETF stock for Q4 2022, up 3.9% quarter-over-quarter.
  • 38 funds opened new Invesco KBW Bank ETF positions in Q4 2022 and 16 closed out, a net change of +22 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2022 was Phoenix Financial, an estimated $73.8M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2022 was Migdal Insurance & Financial Holdings, an estimated $77M sold.

Based on aggregated 13F filings for Q4 2022.