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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

145 hedge funds and large institutions have $748M invested in Invesco KBW Bank ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
23
Increased
41
Reduced
52
Closed
32
Calls
$8.05M
Puts
$4.1M
Net Calls
+$3.95M
Net Calls Change
+$9.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$193M
2
MMH
2
Menora Mivtachim Holdings
Israel
$81.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$31.7M
4
MMA
4
Miracle Mile Advisors
California
$13.6M
5
MIM
5
Morningstar Investment Management
Illinois
$34.8M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$2.11M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$34.1M
3
CI
3
Clal Insurance
Israel
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$31.8M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$855K +$1.07K +26 +0.1%
Barclays
52
Barclays
United Kingdom
$845K +$845K +20,581 New
Truist Financial
53
Truist Financial
North Carolina
$798K +$62.3K +1,518 +8%
AFS
54
Access Financial Services
Minnesota
$789K -$14.6K -355 -2%
AA
55
Addison Advisors
Vermont
$778K +$63.2K +1,540 +9%
Citadel Advisors
56
Citadel Advisors
Florida
$764K -$577K -14,048 -43%
LWM
57
Laidlaw Wealth Management
New York
$724K -$9.77K -238 -1%
PCM
58
Parsons Capital Management
Rhode Island
$719K -$123K -3,000 -15%
RIA
59
Regal Investment Advisors
Michigan
$681K +$103K +2,500 +18%
SCM
60
Stonehearth Capital Management
Massachusetts
$655K +$29K +707 +5%
Stifel Financial
61
Stifel Financial
Missouri
$646K -$630K -15,347 -49%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$635K -$18.6K -454 -3%
VAS
63
Valicenti Advisory Services
New York
$622K -$13.3K -325 -2%
HighTower Advisors
64
HighTower Advisors
Illinois
$615K +$3.57K +87 +0.6%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$613K -$225K -5,472 -27%
RJA
66
Raymond James & Associates
Florida
$607K +$142K +3,467 +31%
KTC
67
Kistler-Tiffany Companies
Pennsylvania
$555K +$555K +13,526 New
SB
68
Strategic Blueprint
Georgia
$553K -$33.2K -809 -6%
DBIA
69
Dumont & Blake Investment Advisors
New Jersey
$498K +$82 +2 +0%
Wolverine Trading
70
Wolverine Trading
Illinois
$496K -$251K -6,122 -34%
QFA
71
Quattro Financial Advisors
Texas
$484K – – –
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$456K -$57.7K -1,406 -11%
BFA
73
Beacon Financial Advisory
Ohio
$434K +$21.8K +530 +5%
ODIJL
74
One Day In July LLC
Vermont
$422K -$235K -5,716 -36%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$403K +$41.1K +1,002 +11%
1 2
3
4 5