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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

157 hedge funds and large institutions have $1.08B invested in Invesco KBW Bank ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
37
Increased
39
Reduced
60
Closed
20
Calls
$81.6M
Puts
$9.84M
Net Calls
+$71.8M
Net Calls Change
+$76M

Top Buyers

1
Citigroup
1
Citigroup
New York
$118M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$37.9M
3
Bank of America
3
Bank of America
North Carolina
$367M
4
Barclays
4
Barclays
United Kingdom
$47.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$28.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
MMH
2
Menora Mivtachim Holdings
Israel
$0
3
QFA
3
Quattro Financial Advisors
Texas
$580K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$38K
5
MMA
5
Miracle Mile Advisors
California
$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$771K – – –
VAS
52
Valicenti Advisory Services
New York
$723K -$18.4K -374 -2%
GT
53
Glenview Trust
Kentucky
$707K +$707K +14,376 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$695K -$1.35M -27,528 -66%
HighTower Advisors
55
HighTower Advisors
Illinois
$686K -$66.9K -1,367 -9%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$670K -$23K -468 -3%
GI
57
GLOBALT Investments
Georgia
$643K +$643K +13,068 New
GRP
58
Global Retirement Partners
California
$636K +$627K +13,162 +6,581%
RJA
59
Raymond James & Associates
Florida
$630K -$26.3K -535 -4%
SC
60
Sapient Capital
Indiana
$629K +$629K +12,779 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$600K -$188K -3,832 -24%
CG
62
Cutler Group
California
$599K -$79.1K -1,610 -12%
DBIA
63
Dumont & Blake Investment Advisors
New Jersey
$586K -$10.5K -213 -2%
AWS
64
Atria Wealth Solutions
New York
$581K -$1.84M -37,359 -76%
QFA
65
Quattro Financial Advisors
Texas
$580K -$139M -11,745 -100%
CS
66
Credit Suisse
Switzerland
$566K -$379K -7,701 -40%
Simplex Trading
67
Simplex Trading
Illinois
$538K +$538K +10,941 New
FM
68
Family Management
New York
$532K +$532K +10,817 New
EH
69
Equitable Holdings
New York
$524K +$141K +2,865 +37%
BFA
70
Beacon Financial Advisory
Ohio
$520K -$6.15K -125 -1%
HBW
71
Hazlett, Burt & Watson
West Virginia
$510K +$510K +10,345 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$500K +$18.6K +379 +4%
ODIJL
73
One Day In July LLC
Vermont
$486K -$12.3K -251 -2%
CNC
74
Citizens & Northern Corp
Pennsylvania
$472K +$472K +9,601 New
PL
75
Plancorp LLC
Missouri
$465K – – –
1 2
3
4 5