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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $739M invested in Invesco KBW Bank ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
33
Increased
48
Reduced
50
Closed
35
Calls
$5.01M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$8.25M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$91.3M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$65.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
MIM
4
Morningstar Investment Management
Illinois
$30.4M
5
Wells Fargo
5
Wells Fargo
California
$21.7M

Top Sellers

1
CI
1
Clal Insurance
Israel
$21M
2
PF
2
Phoenix Financial
Israel
$162M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
AI
4
Accredited Investors
Minnesota
$956K
5
MIM
5
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$4.23M +$3.89M +92,574 +1,117%
CA
27
Cetera Advisors
Colorado
$3.43M +$118K +2,812 +4%
PCIG
28
Partners Capital Investment Group
Massachusetts
$3.4M +$3.4M +81,094 New
Fisher Asset Management
29
Fisher Asset Management
Washington
$3.25M +$278K +6,615 +9%
NA
30
NewEdge Advisors
Louisiana
$2.99M -$136K -3,247 -4%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.97M -$180K -4,294 -6%
IP
32
Interval Partners
New York
$2.88M +$2.88M +68,708 New
Marshall Wace
33
Marshall Wace
United Kingdom
$2.67M -$3.29M -78,330 -55%
SF
34
Synovus Financial
Georgia
$2.23M +$1.35M +32,277 +155%
MIH
35
Meitav Investment House
Israel
$2.13M -$3.19M -76,159 -60%
RT
36
Rockland Trust
Massachusetts
$1.87M -$1.11M -26,445 -37%
JC
37
JCSD Capital
California
$1.8M +$1.8M +43,000 New
MTWM
38
Masso Torrence Wealth Management
New Jersey
$1.71M -$441K -10,510 -20%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.71M -$1.11M -26,464 -39%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.69M -$1.25M -29,708 -42%
TRCT
41
Tower Research Capital (TRC)
New York
$1.53M +$602K +14,333 +65%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$1.4M +$76.7K +1,827 +6%
Citadel Advisors
43
Citadel Advisors
Florida
$1.37M +$1.13M +26,875 +464%
Stifel Financial
44
Stifel Financial
Missouri
$1.3M -$1.45M -34,597 -53%
BWM
45
Bulltick Wealth Management
Florida
$1.09M – – –
Jane Street
46
Jane Street
New York
$1.08M +$614K +14,641 +131%
BHB
47
Bank Hapoalim BM
Israel
$1.06M -$15.7M -374,158 -94%
LSAG
48
Lake Street Advisors Group
New Hampshire
$1.02M +$1.02M +24,253 New
AI
49
Accredited Investors
Minnesota
$956K -$23.6M -562,073 -96%
AWS
50
Atria Wealth Solutions
New York
$937K +$580K +13,824 +162%
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