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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

140 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 26 closing their positions.

Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
36
Reduced
49
Closed
26
Calls
$4.07M
Puts
$8.36M
Net Calls
-$4.28M
Net Calls Change
-$8.23M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$232M
2
Bank of America
2
Bank of America
North Carolina
$271M
3
MMH
3
Menora Mivtachim Holdings
Israel
$154M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$48.1M
5
Barclays
5
Barclays
United Kingdom
$15.4M

Top Sellers

1
MIM
1
Morningstar Investment Management
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.73M
3
LPL Financial
3
LPL Financial
California
$3.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.4M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.26M -$99.6K -2,485 -3%
CA
27
Cetera Advisors
Colorado
$3.2M +$172K +4,296 +6%
LPL Financial
28
LPL Financial
California
$3.12M -$7.51M -187,430 -71%
SI
29
Stephens Inc
Arkansas
$2.87M +$845K +21,100 +42%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.52M -$191K -4,778 -7%
SF
31
Synovus Financial
Georgia
$2.48M -$16.2K -405 -0.7%
Marshall Wace
32
Marshall Wace
United Kingdom
$2.45M +$2.45M +61,226 New
PMG
33
ProVise Management Group
Florida
$2.18M +$3.17K +79 +0.1%
Gates Foundation Trust
34
Gates Foundation Trust
Washington
$2.01M +$2.01M +50,270 New
Osaic Holdings
35
Osaic Holdings
Arizona
$1.97M +$62.1K +1,550 +3%
AWS
36
Atria Wealth Solutions
New York
$1.97M +$52.2K +1,303 +3%
TRCT
37
Tower Research Capital (TRC)
New York
$1.74M +$1.74M +43,326 +309,471%
LJAC
38
L.J. Altfest & Co
New York
$1.73M +$1.73M +43,287 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.73M -$29.2M -728,535 -94%
Citadel Advisors
40
Citadel Advisors
Florida
$1.69M +$939K +23,446 +126%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.67M -$1.93M -48,147 -54%
NA
42
NewEdge Advisors
Louisiana
$1.53M -$1.26M -31,345 -45%
MIH
43
Meitav Investment House
Israel
$1.5M +$33.9K +847 +2%
FT
44
Fiduciary Trust
Massachusetts
$1.43M – – –
Ameriprise
45
Ameriprise
Minnesota
$1.35M -$3.32M -82,853 -71%
RT
46
Rockland Trust
Massachusetts
$1M -$135K -3,373 -12%
MIFH
47
Migdal Insurance & Financial Holdings
Israel
$886K +$886K +22,118 New
AA
48
Addison Advisors
Vermont
$881K +$122K +3,045 +16%
IA
49
IFP Advisors
Florida
$879K +$879K +21,927 New
Truist Financial
50
Truist Financial
North Carolina
$770K -$8.94K -223 -1%
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