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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

202 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, 58 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+38
Holders Change %
+23.17%
% of All Funds
2.69%
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
58
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
1
Clal Insurance
Israel
$193M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$174M
3
Citigroup
3
Citigroup
New York
$51.2M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$40.5M
5
HI
5
Horizon Investments
North Carolina
$25.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.11M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$554M
3
Bank of America
3
Bank of America
North Carolina
$502M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.6M
5
WBG
5
Wharton Business Group
Pennsylvania
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$7.93M +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 +$4.92M +75,335 +534%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$5.6M -$17.8M -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 -$4.3M -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%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$3.11M -$65.7M -1,006,078 -95%
PMG
43
ProVise Management Group
Florida
$3.06M -$111K -1,705 -4%
TFA
44
Transamerica Financial Advisors
Florida
$2.99M +$73.3K +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 +$2.44M +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 +$722K +11,055 +42%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.38M -$281K -4,295 -11%
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