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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

169 hedge funds and large institutions have $1.52B invested in Invesco KBW Bank ETF in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
169
Holders Change
+21
Holders Change %
+14.19%
% of All Funds
2.61%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
40
Increased
60
Reduced
39
Closed
17
Calls
$1.73M
Puts
$529K
Net Calls
+$1.2M
Net Calls Change
-$1.26M

Top Buyers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$64.3M
2
CI
2
Clal Insurance
Israel
$280M
3
EF
3
Empowered Funds
Pennsylvania
$25.6M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$34.5M
5
Ameriprise
5
Ameriprise
Minnesota
$19M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$70.9M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$106M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$68.8M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$3.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
51
Granger Management
New York
$3.06M – – –
CFG
52
CMC Financial Group
Georgia
$2.95M +$2.95M +43,411 New
Lido Advisors
53
Lido Advisors
California
$2.78M +$47.2K +696 +2%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$2.66M +$33.8K +498 +1%
SPC
55
Sigma Planning Corp
Michigan
$2.52M +$129K +1,900 +5%
RIA
56
Regal Investment Advisors
Michigan
$2.18M +$1.27M +18,700 +139%
CIA
57
Choate Investment Advisors
Massachusetts
$2.06M +$111K +1,634 +6%
APA
58
Astoria Portfolio Advisors
New York
$2.05M +$2.05M +30,262 New
Truist Financial
59
Truist Financial
North Carolina
$1.97M -$3.16M -46,628 -62%
JFS
60
JD Financial Services
Pennsylvania
$1.9M +$1.9M +28,002 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.87M -$809K -11,920 -30%
BWM
62
Bulltick Wealth Management
Florida
$1.77M – – –
Osaic Holdings
63
Osaic Holdings
Arizona
$1.71M +$530K +7,808 +45%
PCM
64
Parsons Capital Management
Rhode Island
$1.56M +$30.5K +450 +2%
AFS
65
Access Financial Services
Minnesota
$1.54M -$7.8K -115 -0.5%
MA
66
MJP Associates
Connecticut
$1.48M +$216K +3,106 +17%
MIM
67
Macroview Investment Management
Maryland
$1.47M +$61.1K +901 +4%
RSC
68
Red Spruce Capital
Pennsylvania
$1.45M -$491K -7,236 -25%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.38M -$538K -7,925 -28%
AWA
70
Arete Wealth Advisors
Illinois
$1.37M +$210K +3,017 +18%
OIA
71
OneDigital Investment Advisors
Kansas
$1.35M +$114K +1,675 +9%
AA
72
Addison Advisors
Vermont
$1.35M +$5.83K +86 +0.4%
LWM
73
Laidlaw Wealth Management
New York
$1.32M – – –
HCA
74
Heck Capital Advisors
Wisconsin
$1.28M +$112K +1,648 +10%
OC
75
Oppenheimer & Co
New York
$1.19M +$1.19M +17,474 New
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