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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $1.01B invested in Invesco KBW Bank ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 68 reducing their positions, and 23 closing their positions.

Holders
148
Holders Change
-9
Holders Change %
-5.73%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
16
Increased
31
Reduced
68
Closed
23
Calls
$18.9M
Puts
$2M
Net Calls
+$16.9M
Net Calls Change
-$54.8M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$78.4M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$105M
3
CI
3
Clal Insurance
Israel
$14M
4
CWM
4
Congress Wealth Management
Massachusetts
$11.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.3M

Top Sellers

1
Citigroup
1
Citigroup
New York
$4.7M
2
Barclays
2
Barclays
United Kingdom
$68K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$933K
4
Bank of America
4
Bank of America
North Carolina
$368M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$4.7M 87,623 -2,306,108 -96%
SI
27
Stephens Inc
Arkansas
$4.43M 82,603 +1,721 +2%
Citadel Advisors
28
Citadel Advisors
Florida
$3.99M 74,326 -36,708 -33%
LIP
29
Lighthouse Investment Partners
Florida
$3.81M 70,948 -36,718 -34%
PCH
30
PGIM Custom Harvest
New Jersey
$3.54M 65,946 -28,029 -30%
SF
31
Synovus Financial
Georgia
$3.25M 60,565 +919 +2%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.93M 54,675 -2,395 -4%
PMG
33
ProVise Management Group
Florida
$2.73M 50,832 -2,018 -4%
MIH
34
Meitav Investment House
Israel
$2M 37,193 – –
FT
35
Fiduciary Trust
Massachusetts
$1.36M 25,258 -272 -1%
AA
36
Addison Advisors
Vermont
$1.35M 25,162 +1,409 +6%
HF
37
HRT Financial
New York
$1.27M 23,629 -55,757 -70%
DWA
38
Delos Wealth Advisors
Texas
$1.26M 23,531 +23,531 New
TFA
39
Transamerica Financial Advisors
Florida
$1.13M 21,053 +21,053 New
QCM
40
Quantinno Capital Management
New York
$1.1M 20,485 +20,485 New
Ameriprise
41
Ameriprise
Minnesota
$1.03M 19,058 -13,365 -41%
PBCM
42
Point Break Capital Management
Florida
$1.01M 18,800 -105,200 -85%
Truist Financial
43
Truist Financial
North Carolina
$1M 18,700 -797 -4%
RT
44
Rockland Trust
Massachusetts
$992K 18,490 -481 -3%
LWM
45
Laidlaw Wealth Management
New York
$947K 17,642 – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$933K 17,395 -752,588 -98%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$926K 17,255 -617 -3%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$841K 15,674 – –
YIH
49
Y-Intercept (HK)
Hong Kong
$810K 15,087 +15,087 New
PCM
50
Parsons Capital Management
Rhode Island
$784K 14,616 -1,150 -7%
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