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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

158 hedge funds and large institutions have $977M 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.

Holders
158
Holders Change
+21
Holders Change %
+15.33%
% of All Funds
2.55%
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
1
Phoenix Financial
Israel
$269M
2
Goldman Sachs
2
Goldman Sachs
New York
$66.5M
3
RJA
3
Raymond James & Associates
Florida
$6.94M
4
AI
4
Accredited Investors
Minnesota
$30.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.52M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$23.6M
2
Bank of America
2
Bank of America
North Carolina
$21M
3
OWA
3
Octavia Wealth Advisors
Ohio
$403K
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
AS
5
Altshuler Shaham
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.46M +$1.41M +27,365 +3,020%
Two Sigma Investments
52
Two Sigma Investments
New York
$1.44M +$1.44M +27,948 New
FRA
53
FFG Retirement Advisors
Colorado
$1.37M +$1.37M +26,605 New
BWM
54
Bulltick Wealth Management
Florida
$1.35M – – –
HighTower Advisors
55
HighTower Advisors
Illinois
$1.3M +$1.3M +25,246 New
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$1.27M +$148K +2,872 +13%
QIM
57
Quantitative Investment Management
Virginia
$1.23M +$661K +12,813 +116%
TRCT
58
Tower Research Capital (TRC)
New York
$1.14M -$1.71M -33,185 -60%
SC
59
Scotia Capital
Ontario, Canada
$1.13M -$31K -601 -3%
AA
60
Addison Advisors
Vermont
$1.09M -$52.8K -1,023 -5%
SF
61
Synovus Financial
Georgia
$1.07M -$5.63K -109 -0.5%
PCM
62
Parsons Capital Management
Rhode Island
$1.06M -$130K -2,525 -11%
AFS
63
Access Financial Services
Minnesota
$1.01M -$16.3K -316 -2%
LWM
64
Laidlaw Wealth Management
New York
$1M +$1M +19,409 New
RWA
65
Rooted Wealth Advisors
Illinois
$924K +$924K +17,907 New
ODIJL
66
One Day In July LLC
Vermont
$858K +$136K +2,626 +19%
VAS
67
Valicenti Advisory Services
New York
$807K -$15.5K -300 -2%
SPC
68
Sigma Planning Corp
Michigan
$724K -$811K -15,703 -53%
RIA
69
Regal Investment Advisors
Michigan
$698K – – –
SB
70
Strategic Blueprint
Georgia
$686K -$28K -543 -4%
Lido Advisors
71
Lido Advisors
California
$650K -$137K -2,646 -17%
DBIA
72
Dumont & Blake Investment Advisors
New Jersey
$601K -$47.2K -915 -7%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$591K +$59.7K +1,158 +11%
RSC
74
Red Spruce Capital
Pennsylvania
$588K +$62.4K +1,209 +12%
Jane Street
75
Jane Street
New York
$577K -$1.02M -19,739 -64%
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