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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

140 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
36
Reduced
49
Closed
26
Calls
$4.07M
Puts
$8.36M
Net Calls
-$4.28M
Net Calls Change
-$8.23M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$232M
2
Bank of America
2
Bank of America
North Carolina
$271M
3
MMH
3
Menora Mivtachim Holdings
Israel
$154M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$48.1M
5
Barclays
5
Barclays
United Kingdom
$15.4M

Top Sellers

1
MIM
1
Morningstar Investment Management
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.73M
3
LPL Financial
3
LPL Financial
California
$3.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.4M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$770K -$64.7K -1,615 -8%
AFS
52
Access Financial Services
Minnesota
$769K -$1.04K -26 -0.1%
LWM
53
Laidlaw Wealth Management
New York
$707K – – –
SCM
54
Stonehearth Capital Management
Massachusetts
$674K +$35.1K +875 +5%
PCM
55
Parsons Capital Management
Rhode Island
$672K -$30.1K -750 -4%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$642K -$295K -7,357 -31%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$628K +$628K +15,674 New
HighTower Advisors
58
HighTower Advisors
Illinois
$609K +$15.9K +401 +3%
VAS
59
Valicenti Advisory Services
New York
$604K -$3.01K -75 -0.5%
HF
60
HRT Financial
New York
$582K +$582K +14,543 New
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$564K -$55.9K -1,396 -9%
CG
62
Cutler Group
California
$553K +$384K +9,574 +226%
Creative Planning
63
Creative Planning
Kansas
$542K +$542K +13,523 New
RJA
64
Raymond James & Associates
Florida
$535K -$57.6K -1,438 -10%
BPA
65
Beacon Pointe Advisors
California
$501K +$501K +12,494 New
DBIA
66
Dumont & Blake Investment Advisors
New Jersey
$486K -$361 -9 -0.1%
QFA
67
Quattro Financial Advisors
Texas
$473K – – –
SB
68
Strategic Blueprint
Georgia
$440K -$100K -2,501 -19%
BFA
69
Beacon Financial Advisory
Ohio
$428K +$4.41K +110 +1%
ODIJL
70
One Day In July LLC
Vermont
$406K -$5.81K -145 -1%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$404K -$195K -4,856 -32%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$392K -$53.1K -1,327 -12%
Jane Street
73
Jane Street
New York
$390K -$1.14M -28,447 -74%
PL
74
Plancorp LLC
Missouri
$379K – – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$354K +$354K +8,400 New
1 2
3
4 5