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Invesco KBW Bank ETF
KBWB

160 hedge funds and large institutions have $978M invested in Invesco KBW Bank ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $3.82M | Put options by funds: $1.19M

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

15% more funds holding

Funds holding: 139 → 160 (+21)

4.62% more ownership

Funds ownership: 51.55% → 56.17% (+4.6%)

4% more capital invested

Capital invested by funds: $941M → $978M (+$36.8M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
160
Holders Change
+21
Holders Change %
+15.11%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
38
Increased
40
Reduced
50
Closed
16
Calls
$3.82M
Puts
$1.19M
Net Calls
+$2.63M
Net Calls Change
+$8.24M

Top Buyers

1
PF
Phoenix Financial
Israel
+$73.8M
2
Goldman Sachs
Goldman Sachs
New York
+$6.02M
3
RIG
RiverFront Investment Group
Virginia
+$4.6M
4
RJA
Raymond James & Associates
Florida
+$4.34M
5
AI
Accredited Investors
Minnesota
+$3.71M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$77M
2
Bank of America
Bank of America
North Carolina
-$18M
3
OWA
Octavia Wealth Advisors
Ohio
-$6.03M
4
Prudential Financial
Prudential Financial
New Jersey
-$5.05M
5
AS
Altshuler Shaham
Israel
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.46M +$1.44M +27,365 +3,020%
Two Sigma Investments
52
Two Sigma Investments
New York
$1.44M +$1.47M +27,948 New
FRA
53
FFG Retirement Advisors
Colorado
$1.37M +$1.4M +26,605 New
BWM
54
Bulltick Wealth Management
Florida
$1.35M – – –
HighTower Advisors
55
HighTower Advisors
Illinois
$1.3M +$1.32M +25,246 New
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$1.27M +$151K +2,872 +13%
QIM
57
Quantitative Investment Management
Virginia
$1.23M +$672K +12,813 +116%
TRCT
58
Tower Research Capital (TRC)
New York
$1.14M -$1.74M -33,185 -60%
SC
59
Scotia Capital
Ontario, Canada
$1.13M -$31.5K -601 -3%
AA
60
Addison Advisors
Vermont
$1.09M -$53.7K -1,023 -5%
SF
61
Synovus Financial
Georgia
$1.07M -$5.72K -109 -0.5%
PCM
62
Parsons Capital Management
Rhode Island
$1.06M -$133K -2,525 -11%
AFS
63
Access Financial Services
Minnesota
$1.01M -$16.6K -316 -2%
LWM
64
Laidlaw Wealth Management
New York
$1M +$1.02M +19,409 New
RWA
65
Rooted Wealth Advisors
Illinois
$924K +$940K +17,907 New
ODIJL
66
One Day In July LLC
Vermont
$858K +$138K +2,626 +19%
VAS
67
Valicenti Advisory Services
New York
$807K -$15.7K -300 -2%
SPC
68
Sigma Planning Corp
Michigan
$724K -$824K -15,703 -53%
RIA
69
Regal Investment Advisors
Michigan
$698K – – –
SB
70
Strategic Blueprint
Georgia
$686K -$28.5K -543 -4%
Lido Advisors
71
Lido Advisors
California
$650K -$139K -2,646 -17%
DBIA
72
Dumont & Blake Investment Advisors
New Jersey
$601K -$48K -915 -7%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$591K +$60.8K +1,158 +11%
RSC
74
Red Spruce Capital
Pennsylvania
$588K +$63.4K +1,209 +12%
Jane Street
75
Jane Street
New York
$577K -$1.04M -19,739 -64%
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KBWB Hedge Fund Activity: Q4 2022 in Review

160 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2022, worth a combined $978M — up 3.9% from $941M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KBWB positions and 16 closed out — a net gain of 22 holders — while 40 added to existing stakes and 50 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $73.8M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $77M.

  • 160 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2022, up from 139 in Q3 2022.
  • Funds reported $978M of Invesco KBW Bank ETF stock for Q4 2022, up 3.9% quarter-over-quarter.
  • 38 funds opened new Invesco KBW Bank ETF positions in Q4 2022 and 16 closed out, a net change of +22 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2022 was Phoenix Financial, an estimated $73.8M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2022 was Migdal Insurance & Financial Holdings, an estimated $77M sold.

Based on aggregated 13F filings for Q4 2022.