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Invesco KBW Bank ETF
KBWB

203 hedge funds and large institutions have $2.45B invested in Invesco KBW Bank ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

944% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $248K

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

100% more capital invested

Capital invested by funds: $1.22B → $2.45B (+$1.23B)

23% more funds holding

Funds holding: 165 → 203 (+38)

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

0.33% more ownership

Funds ownership: 69.99% → 70.32% (+0.33%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
203
Holders Change
+38
Holders Change %
+23.03%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
59
Increased
59
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
Clal Insurance
Israel
+$175M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$175M
3
Citigroup
Citigroup
New York
+$50.5M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$40.5M
5
HI
Horizon Investments
North Carolina
+$25.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$65.8M
2
Bank of America
Bank of America
North Carolina
-$19.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.9M
4
WBG
Wharton Business Group
Pennsylvania
-$12.3M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$10.2M +$3.23M +49,383 +46%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$8.46M +$1.91M +29,276 +29%
Marshall Wace
28
Marshall Wace
United Kingdom
$7.93M +$7.94M +121,394 New
Raymond James Financial
29
Raymond James Financial
Florida
$7.41M +$7.41M +113,382 New
LBC
30
Lowe Brockenbrough & Co
Virginia
$7.18M +$140K +2,144 +2%
WA
31
WP Advisors
California
$6.03M -$48.2K -737 -0.8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$5.85M +$4.93M +75,335 +534%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$5.6M -$17.9M -273,069 -76%
SI
34
Stephens Inc
Arkansas
$5.38M +$65 +1 +0%
AGM
35
Aragon Global Management
Florida
$5.37M +$5.37M +82,150 New
Nomura Asset Management
36
Nomura Asset Management
Japan
$4.88M +$1.64M +25,100 +51%
GLA
37
Good Life Advisors
Pennsylvania
$4.41M -$4.31M -65,849 -49%
AC
38
Attessa Capital
Arizona
$3.89M +$3.89M +59,570 New
OCM
39
One Capital Management
California
$3.76M +$3.76M +57,579 New
QC
40
Quadrature Capital
United Kingdom
$3.62M +$3.62M +55,396 New
SF
41
Synovus Financial
Georgia
$3.52M -$152K -2,331 -4%
JP Morgan Chase
42
JP Morgan Chase
New York
$3.11M -$65.8M -1,006,078 -95%
PMG
43
ProVise Management Group
Florida
$3.06M -$111K -1,705 -4%
TFA
44
Transamerica Financial Advisors
Florida
$2.99M +$73.4K +1,122 +3%
PCH
45
PGIM Custom Harvest
New Jersey
$2.97M -$493K -7,547 -14%
Renaissance Technologies
46
Renaissance Technologies
New York
$2.8M +$2.45M +37,400 +680%
Citadel Advisors
47
Citadel Advisors
Florida
$2.79M +$827K +12,649 +42%
LJAC
48
L.J. Altfest & Co
New York
$2.78M +$2.78M +42,473 New
QCM
49
Quantinno Capital Management
New York
$2.43M +$723K +11,055 +42%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.38M -$281K -4,295 -11%
1
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3 4 5

KBWB Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2024, worth a combined $2.45B — up 100% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KBWB positions and 16 closed out — a net gain of 43 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was Clal Insurance, adding an estimated $175M. The largest seller was JP Morgan Chase, cutting an estimated $65.8M.

  • 203 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2024, up from 165 in Q3 2024.
  • Funds reported $2.45B of Invesco KBW Bank ETF stock for Q4 2024, up 100% quarter-over-quarter.
  • 59 funds opened new Invesco KBW Bank ETF positions in Q4 2024 and 16 closed out, a net change of +43 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2024 was Clal Insurance, an estimated $175M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2024 was JP Morgan Chase, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2024.