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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

145 hedge funds and large institutions have $748M invested in Invesco KBW Bank ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 32 closing their positions.

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
23
Increased
41
Reduced
52
Closed
32
Calls
$8.05M
Puts
$4.1M
Net Calls
+$3.95M
Net Calls Change
+$9.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$193M
2
MMH
2
Menora Mivtachim Holdings
Israel
$81.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$31.7M
4
MMA
4
Miracle Mile Advisors
California
$13.6M
5
MIM
5
Morningstar Investment Management
Illinois
$34.8M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$2.11M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$34.1M
3
CI
3
Clal Insurance
Israel
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$31.8M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCH
26
PGIM Custom Harvest
New Jersey
$3.67M -$2.28M -55,541 -38%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.44M -$2.36M -57,461 -41%
MAG
28
MRA Advisory Group
New Jersey
$3.32M -$1.41M -34,367 -30%
CA
29
Cetera Advisors
Colorado
$3.11M -$247K -6,018 -7%
NA
30
NewEdge Advisors
Louisiana
$2.85M -$78.7K -1,917 -3%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.78M -$125K -3,035 -4%
SF
32
Synovus Financial
Georgia
$2.56M +$378K +9,199 +17%
PMG
33
ProVise Management Group
Florida
$2.23M +$2.23M +54,360 New
PF
34
Phoenix Financial
Israel
$2.11M -$157M -3,814,000 -99%
QIM
35
Quantitative Investment Management
Virginia
$2.07M +$2.07M +50,496 New
SI
36
Stephens Inc
Arkansas
$2.07M +$2.07M +50,465 New
PCIG
37
Partners Capital Investment Group
Massachusetts
$2.01M -$1.32M -32,113 -40%
AWS
38
Atria Wealth Solutions
New York
$1.97M +$1.05M +25,540 +114%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.96M +$308K +7,499 +19%
WC
40
Wexford Capital
Florida
$1.83M +$1.83M +44,522 New
JC
41
JCSD Capital
California
$1.77M – – –
Jane Street
42
Jane Street
New York
$1.57M +$508K +12,364 +48%
MIH
43
Meitav Investment House
Israel
$1.5M -$587K -14,334 -28%
FT
44
Fiduciary Trust
Massachusetts
$1.46M +$1.46M +35,606 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.38M +$6.61K +161 +0.5%
RT
46
Rockland Trust
Massachusetts
$1.17M -$663K -16,158 -36%
LSAG
47
Lake Street Advisors Group
New Hampshire
$1.01M +$11.1K +270 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$960K +$327K +7,958 +52%
KF
49
Krilogy Financial
Missouri
$947K +$947K +23,062 New
BHB
50
Bank Hapoalim BM
Israel
$863K -$174K -4,240 -17%
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