KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

164 hedge funds and large institutions have $1.22B invested in Invesco KBW Bank ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
44
Reduced
56
Closed
18
Calls
$1.76M
Puts
$164K
Net Calls
+$1.6M
Net Calls Change
-$134K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$468M
2
FT
2
Fiduciary Trust
Massachusetts
$27.1M
3
WBG
3
Wharton Business Group
Pennsylvania
$116M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
CWM
5
Congress Wealth Management
Massachusetts
$58M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$61.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$6.28M
3
WA
3
WP Advisors
California
$5.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WP Advisors
California
$5.45M -$21.3M -364,145 -80%
VSI
27
Verde Servicos Internacionais
Brazil
$5.09M +$5.09M +86,900 New
SI
28
Stephens Inc
Arkansas
$4.83M +$5.92K +101 +0.1%
BlackRock
29
BlackRock
New York
$4.61M +$4.61M +78,593 New
SF
30
Synovus Financial
Georgia
$3.29M -$16.5K -282 -0.5%
PCH
31
PGIM Custom Harvest
New Jersey
$3.11M -$204K -3,477 -6%
Nomura Asset Management
32
Nomura Asset Management
Japan
$2.9M +$2.9M +49,500 New
PMG
33
ProVise Management Group
Florida
$2.84M -$92.5K -1,578 -3%
KAS
34
Kestra Advisory Services
Texas
$2.8M -$25.2K -430 -0.9%
TFA
35
Transamerica Financial Advisors
Florida
$2.62M +$1.38M +23,557 +112%
PCP
36
Perbak Capital Partners
United Kingdom
$2.43M -$7.7M -131,390 -76%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.38M -$144K -2,456 -6%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.24M -$631K -10,761 -22%
DWA
39
Delos Wealth Advisors
Texas
$1.78M +$159K +2,713 +10%
Citadel Advisors
40
Citadel Advisors
Florida
$1.76M +$1.06M +18,118 +153%
AA
41
Addison Advisors
Vermont
$1.65M +$57K +972 +4%
QCM
42
Quantinno Capital Management
New York
$1.53M +$95.1K +1,623 +7%
QFA
43
Quattro Financial Advisors
Texas
$1.5M +$1.5M +24,362 New
MIH
44
Meitav Investment House
Israel
$1.48M -$708K -12,013 -32%
Ameriprise
45
Ameriprise
Minnesota
$1.14M -$343K -5,853 -23%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.12M +$491K +8,382 +79%
RT
47
Rockland Trust
Massachusetts
$1.06M -$24.7K -421 -2%
Truist Financial
48
Truist Financial
North Carolina
$1.05M -$33.7K -575 -3%
LWM
49
Laidlaw Wealth Management
New York
$975K – – –
HBW
50
Hazlett, Burt & Watson
West Virginia
$971K +$144K +2,461 +17%
1
2
3 4 5