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Invesco KBW Bank ETF
KBWB

165 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, 45 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $164K

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $1.09B → $1.22B (+$138M)

6% more funds holding

Funds holding: 156 → 165 (+9)

2.71% less ownership

Funds ownership: 72.7% → 69.99% (-2.7%)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% 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
45
Reduced
56
Closed
18
Calls
$1.76M
Puts
$164K
Net Calls
+$1.6M
Net Calls Change
-$134K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$79.1M
2
FT
Fiduciary Trust
Massachusetts
+$26.3M
3
WBG
Wharton Business Group
Pennsylvania
+$24.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$20.4M
5
CWM
Congress Wealth Management
Massachusetts
+$16M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$47.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23M
3
WA
WP Advisors
California
-$20.7M
4
Morgan Stanley
Morgan Stanley
New York
-$19.8M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WP Advisors
California
$5.45M -$20.7M -364,145 -80%
VSI
27
Verde Servicos Internacionais
Brazil
$5.09M +$4.95M +86,900 New
SI
28
Stephens Inc
Arkansas
$4.83M +$5.75K +101 +0.1%
BlackRock
29
BlackRock
New York
$4.61M +$4.47M +78,593 New
SF
30
Synovus Financial
Georgia
$3.29M -$16.1K -282 -0.5%
PCH
31
PGIM Custom Harvest
New Jersey
$3.11M -$198K -3,477 -6%
Nomura Asset Management
32
Nomura Asset Management
Japan
$2.9M +$2.82M +49,500 New
PMG
33
ProVise Management Group
Florida
$2.84M -$89.8K -1,578 -3%
KAS
34
Kestra Advisory Services
Texas
$2.8M -$24.5K -430 -0.9%
TFA
35
Transamerica Financial Advisors
Florida
$2.62M +$1.34M +23,557 +112%
PCP
36
Perbak Capital Partners
United Kingdom
$2.43M -$7.48M -131,390 -76%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.38M -$140K -2,456 -6%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.24M -$612K -10,761 -22%
DWA
39
Delos Wealth Advisors
Texas
$1.78M +$154K +2,713 +10%
Citadel Advisors
40
Citadel Advisors
Florida
$1.76M +$1.03M +18,118 +153%
AA
41
Addison Advisors
Vermont
$1.65M +$55.3K +972 +4%
QCM
42
Quantinno Capital Management
New York
$1.53M +$92.4K +1,623 +7%
QFA
43
Quattro Financial Advisors
Texas
$1.5M +$1.39M +24,362 New
MIH
44
Meitav Investment House
Israel
$1.48M -$684K -12,013 -32%
Ameriprise
45
Ameriprise
Minnesota
$1.14M -$333K -5,853 -23%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.12M +$477K +8,382 +79%
RT
47
Rockland Trust
Massachusetts
$1.06M -$24K -421 -2%
Truist Financial
48
Truist Financial
North Carolina
$1.05M -$32.7K -575 -3%
LWM
49
Laidlaw Wealth Management
New York
$975K – – –
HBW
50
Hazlett, Burt & Watson
West Virginia
$971K +$140K +2,461 +17%
1
2
3 4 5

KBWB Hedge Fund Activity: Q3 2024 in Review

165 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2024, worth a combined $1.22B — up 13% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KBWB positions and 18 closed out — a net gain of 11 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Bank of America, adding an estimated $79.1M. The largest seller was JP Morgan Chase, cutting an estimated $47.1M.

  • 165 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2024, up from 156 in Q2 2024.
  • Funds reported $1.22B of Invesco KBW Bank ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 29 funds opened new Invesco KBW Bank ETF positions in Q3 2024 and 18 closed out, a net change of +11 holders.
  • The largest Invesco KBW Bank ETF buyer in Q3 2024 was Bank of America, an estimated $79.1M added.
  • The largest Invesco KBW Bank ETF seller in Q3 2024 was JP Morgan Chase, an estimated $47.1M sold.

Based on aggregated 13F filings for Q3 2024.