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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $2B invested in Invesco KBW Bank ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.6%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
24
Increased
51
Reduced
52
Closed
26
Calls
$3.53M
Puts
$1.07M
Net Calls
+$2.46M
Net Calls Change
+$4.09M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$528M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$182M
3
CI
3
Clal Insurance
Israel
$222M
4
PF
4
Phoenix Financial
Israel
$217M
5
Morgan Stanley
5
Morgan Stanley
New York
$80M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$1.89M
2
Bank of America
2
Bank of America
North Carolina
$28.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
PCA
4
PL Capital Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Choate Investment Advisors
Massachusetts
$1.92M +$237K +3,535 +14%
RSC
52
Red Spruce Capital
Pennsylvania
$1.92M +$62.5K +932 +3%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$1.9M +$922K +13,734 +94%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$1.89M -$30M -446,799 -94%
BWM
55
Bulltick Wealth Management
Florida
$1.75M – – –
AFS
56
Access Financial Services
Minnesota
$1.53M +$4.97K +74 +0.3%
PCM
57
Parsons Capital Management
Rhode Island
$1.51M – – –
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.45M -$1.04M -15,455 -42%
MIM
59
Macroview Investment Management
Maryland
$1.4M -$477K -7,111 -25%
FTUS
60
Flow Traders U.S.
New York
$1.33M -$1.25M -18,672 -49%
AA
61
Addison Advisors
Vermont
$1.33M -$23K -343 -2%
LWM
62
Laidlaw Wealth Management
New York
$1.3M – – –
OIA
63
OneDigital Investment Advisors
Kansas
$1.22M +$40.2K +600 +3%
MA
64
MJP Associates
Connecticut
$1.21M +$176K +2,620 +17%
NA
65
NewEdge Advisors
Louisiana
$1.18M +$106K +1,580 +10%
Osaic Holdings
66
Osaic Holdings
Arizona
$1.17M -$3.95M -58,905 -77%
HCA
67
Heck Capital Advisors
Wisconsin
$1.16M +$16.5K +246 +1%
AWA
68
Arete Wealth Advisors
Illinois
$1.12M +$185K +2,751 +20%
UAS
69
United Asset Strategies
New York
$1.07M +$1.07M +15,989 New
Renaissance Technologies
70
Renaissance Technologies
New York
$1.01M +$1.01M +15,000 New
RIA
71
Regal Investment Advisors
Michigan
$906K -$10.3K -153 -1%
TA
72
Tiedemann Advisors
New York
$866K – – –
AWM
73
AE Wealth Management
Kansas
$864K +$209K +3,111 +32%
VWA
74
V Wealth Advisors
Kansas
$765K +$61.5K +917 +9%
YAVAPFMC
75
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$731K +$731K +10,838 New
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3
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