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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $739M invested in Invesco KBW Bank ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
33
Increased
48
Reduced
50
Closed
35
Calls
$5.01M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$8.25M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$91.3M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$65.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
MIM
4
Morningstar Investment Management
Illinois
$30.4M
5
Wells Fargo
5
Wells Fargo
California
$21.7M

Top Sellers

1
CI
1
Clal Insurance
Israel
$21M
2
PF
2
Phoenix Financial
Israel
$162M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
AI
4
Accredited Investors
Minnesota
$956K
5
MIM
5
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$873K +$540K +12,864 +162%
TI
52
Trexquant Investment
Connecticut
$873K +$705K +16,791 +420%
PCM
53
Parsons Capital Management
Rhode Island
$861K – – –
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$857K -$179K -4,260 -17%
GA
55
Geller Advisors
New York
$840K +$840K +20,017 New
AFS
56
Access Financial Services
Minnesota
$822K -$2.27K -54 -0.3%
Wolverine Trading
57
Wolverine Trading
Illinois
$759K +$759K +18,224 New
PCM
58
Prelude Capital Management
New York
$755K +$755K +17,990 New
Truist Financial
59
Truist Financial
North Carolina
$752K -$464K -11,058 -38%
LWM
60
Laidlaw Wealth Management
New York
$750K -$64.2K -1,529 -8%
AA
61
Addison Advisors
Vermont
$730K -$154K -3,671 -17%
SPC
62
Sigma Planning Corp
Michigan
$728K +$139K +3,305 +24%
ODIJL
63
One Day In July LLC
Vermont
$671K -$26.1K -623 -4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$669K +$188K +4,480 +39%
CG
65
Cutler Group
California
$650K +$650K +15,497 New
VAS
66
Valicenti Advisory Services
New York
$649K -$6.29K -150 -1%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$647K -$5.47M -130,226 -89%
SCM
68
Stonehearth Capital Management
Massachusetts
$640K +$640K +15,239 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$638K -$674K -16,061 -51%
HighTower Advisors
70
HighTower Advisors
Illinois
$625K -$434K -10,345 -41%
SB
71
Strategic Blueprint
Georgia
$600K +$41.7K +993 +7%
RIA
72
Regal Investment Advisors
Michigan
$592K +$24.1K +575 +4%
Citigroup
73
Citigroup
New York
$555K +$530K +12,631 +2,105%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$537K +$353K +8,400 +191%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$526K -$1.93M -45,893 -79%
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