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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
27
Increased
39
Reduced
50
Closed
17
Calls
$1.98M
Puts
$246K
Net Calls
+$1.73M
Net Calls Change
-$15.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$101M
2
CWM
2
Congress Wealth Management
Massachusetts
$37.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$121M
4
GCA
4
Guardian Capital Advisors
Ontario, Canada
$13.7M
5
PCP
5
Perbak Capital Partners
United Kingdom
$9.24M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$353M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.2M
5
NPPM
5
North Point Portfolio Managers
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$5.25M +$3.21K +60 +0.1%
SI
27
Stephens Inc
Arkansas
$4.4M -$18.6K -348 -0.4%
PCH
28
PGIM Custom Harvest
New Jersey
$3.02M -$504K -9,421 -14%
SF
29
Synovus Financial
Georgia
$3.02M -$218K -4,070 -7%
PMG
30
ProVise Management Group
Florida
$2.68M -$42.5K -795 -2%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.62M -$306K -5,714 -10%
KAS
32
Kestra Advisory Services
Texas
$2.58M +$2.58M +48,194 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.31M -$3.54M -66,251 -61%
MIH
34
Meitav Investment House
Israel
$1.96M – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$1.93M +$1.74M +32,583 +936%
GCP
36
GSA Capital Partners
United Kingdom
$1.84M +$1.84M +34,402 New
DWA
37
Delos Wealth Advisors
Texas
$1.48M +$221K +4,123 +18%
AA
38
Addison Advisors
Vermont
$1.46M +$110K +2,060 +8%
QC
39
Quadrature Capital
United Kingdom
$1.42M +$1.42M +26,556 New
Ameriprise
40
Ameriprise
Minnesota
$1.35M +$333K +6,233 +33%
QCM
41
Quantinno Capital Management
New York
$1.31M +$217K +4,050 +20%
Principal Financial Group
42
Principal Financial Group
Iowa
$1.31M +$1.31M +24,403 New
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$1.27M +$632K +11,810 +99%
Renaissance Technologies
44
Renaissance Technologies
New York
$1.19M +$1.19M +22,300 New
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$1.14M +$867K +16,212 +321%
TFA
46
Transamerica Financial Advisors
Florida
$1.13M – – –
TI
47
Trexquant Investment
Connecticut
$1.03M +$1.03M +19,218 New
Truist Financial
48
Truist Financial
North Carolina
$989K -$11.6K -217 -1%
RT
49
Rockland Trust
Massachusetts
$988K -$1.55K -29 -0.2%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$907K -$23.9K -447 -3%
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