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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

157 hedge funds and large institutions have $1.08B invested in Invesco KBW Bank ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
37
Increased
39
Reduced
60
Closed
20
Calls
$81.6M
Puts
$9.84M
Net Calls
+$71.8M
Net Calls Change
+$76M

Top Buyers

1
Citigroup
1
Citigroup
New York
$118M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$37.9M
3
Bank of America
3
Bank of America
North Carolina
$367M
4
Barclays
4
Barclays
United Kingdom
$47.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$28.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
MMH
2
Menora Mivtachim Holdings
Israel
$0
3
QFA
3
Quattro Financial Advisors
Texas
$580K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$38K
5
MMA
5
Miracle Mile Advisors
California
$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCH
26
PGIM Custom Harvest
New Jersey
$4.62M +$220K +4,466 +5%
LPL Financial
27
LPL Financial
California
$4.05M +$220K +4,466 +6%
SI
28
Stephens Inc
Arkansas
$3.98M +$458K +9,317 +13%
HF
29
HRT Financial
New York
$3.9M +$3.19M +64,843 +446%
CA
30
Cetera Advisors
Colorado
$3.85M -$84.9K -1,725 -2%
SF
31
Synovus Financial
Georgia
$2.94M -$111K -2,247 -4%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.81M -$284K -5,778 -9%
Millennium Management
33
Millennium Management
New York
$2.8M +$2.8M +56,838 New
PMG
34
ProVise Management Group
Florida
$2.6M -$78.2K -1,589 -3%
NA
35
NewEdge Advisors
Louisiana
$1.93M +$66.9K +1,363 +4%
MIH
36
Meitav Investment House
Israel
$1.84M -$16.6K -336 -0.9%
Ameriprise
37
Ameriprise
Minnesota
$1.6M -$61.6K -1,252 -4%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$1.49M +$1.49M +30,336 New
TRCT
39
Tower Research Capital (TRC)
New York
$1.48M -$652K -13,246 -31%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.42M -$1M -20,428 -41%
FT
41
Fiduciary Trust
Massachusetts
$1.26M -$496K -10,076 -28%
AA
42
Addison Advisors
Vermont
$1.17M +$86.8K +1,765 +8%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$1.12M +$1.12M +22,697 New
Parallax Volatility Advisers
44
Parallax Volatility Advisers
California
$1.07M +$1.07M +21,726 New
Truist Financial
45
Truist Financial
North Carolina
$959K +$13.7K +278 +1%
RT
46
Rockland Trust
Massachusetts
$933K -$297K -6,042 -24%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$879K +$383K +7,783 +77%
LWM
48
Laidlaw Wealth Management
New York
$868K – – –
Jane Street
49
Jane Street
New York
$854K +$375K +7,625 +78%
PCM
50
Parsons Capital Management
Rhode Island
$776K -$49.2K -1,000 -6%
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