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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

137 hedge funds and large institutions have $941M invested in Invesco KBW Bank ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
137
Holders Change
-12
Holders Change %
-8.05%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
35
Reduced
52
Closed
23
Calls
$723K
Puts
$6.33M
Net Calls
-$5.6M
Net Calls Change
-$5.91M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$94.6M
2
CI
2
Clal Insurance
Israel
$129M
3
PF
3
Phoenix Financial
Israel
$189M
4
Bank of America
4
Bank of America
North Carolina
$36.8M
5
MIM
5
Morningstar Investment Management
Illinois
$8.73M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.82M
2
AS
2
Altshuler Shaham
Israel
$4.99M
3
Goldman Sachs
3
Goldman Sachs
New York
$57.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
BRCM
5
Bright Rock Capital Management
Massachusetts
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$1.42M 28,933 -2,637 -8%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.34M 27,219 -2,592 -9%
BWM
53
Bulltick Wealth Management
Florida
$1.28M 26,075 – –
Truist Financial
54
Truist Financial
North Carolina
$1.14M 23,098 -340 -1%
PCM
55
Parsons Capital Management
Rhode Island
$1.13M 23,041 – –
SC
56
Scotia Capital
Ontario, Canada
$1.1M 22,422 +1,382 +7%
AA
57
Addison Advisors
Vermont
$1.09M 22,097 +455 +2%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$1.07M 21,805 -83 -0.4%
SF
59
Synovus Financial
Georgia
$1.03M 20,931 +20,931 New
AFS
60
Access Financial Services
Minnesota
$980K 19,950 +433 +2%
VAS
61
Valicenti Advisory Services
New York
$782K 15,924 -1,650 -9%
Lido Advisors
62
Lido Advisors
California
$748K 15,239 -368 -2%
ODIJL
63
One Day In July LLC
Vermont
$687K 13,993 +2,560 +22%
OIA
64
OneDigital Investment Advisors
Kansas
$683K 13,903 -675 -5%
SB
65
Strategic Blueprint
Georgia
$680K 13,835 -773 -5%
RIA
66
Regal Investment Advisors
Michigan
$664K 13,525 +125 +0.9%
DBIA
67
Dumont & Blake Investment Advisors
New Jersey
$617K 12,564 -166 -1%
CS
68
Credit Suisse
Switzerland
$597K 12,161 +3,260 +37%
QIM
69
Quantitative Investment Management
Virginia
$544K 11,079 -12,416 -53%
YAVAPFMC
70
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$536K 10,838 – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$506K 10,297 +324 +3%
RSC
72
Red Spruce Capital
Pennsylvania
$500K 10,181 +260 +3%
PL
73
Plancorp LLC
Missouri
$464K 9,448 – –
FFWA
74
FRG Family Wealth Advisors
Washington
$411K 8,360 – –
HI
75
Hudock Inc
Pennsylvania
$401K 8,177 -33 -0.4%
1 2
3
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