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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $1.01B invested in Invesco KBW Bank ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 68 reducing their positions, and 23 closing their positions.

Holders
148
Holders Change
-9
Holders Change %
-5.73%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
16
Increased
31
Reduced
68
Closed
23
Calls
$18.9M
Puts
$2M
Net Calls
+$16.9M
Net Calls Change
-$54.8M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$78.4M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$105M
3
CI
3
Clal Insurance
Israel
$14M
4
CWM
4
Congress Wealth Management
Massachusetts
$11.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.3M

Top Sellers

1
Citigroup
1
Citigroup
New York
$4.7M
2
Barclays
2
Barclays
United Kingdom
$68K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$933K
4
Bank of America
4
Bank of America
North Carolina
$368M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VAS
51
Valicenti Advisory Services
New York
$759K 14,150 -550 -4%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$739K 13,775 +1,583 +13%
GRP
53
Global Retirement Partners
California
$719K 13,395 +33 +0.2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$708K 13,186 -431 -3%
SC
55
Sapient Capital
Indiana
$686K 12,779 – –
GI
56
GLOBALT Investments
Georgia
$681K 12,690 -378 -3%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$665K 12,388 -1,749 -12%
HBW
58
Hazlett, Burt & Watson
West Virginia
$646K 12,105 +1,760 +17%
DBIA
59
Dumont & Blake Investment Advisors
New Jersey
$639K 11,906 -4 -0%
AWS
60
Atria Wealth Solutions
New York
$634K 11,822 +6 +0.1%
NA
61
NewEdge Advisors
Louisiana
$634K 11,814 -27,609 -70%
EH
62
Equitable Holdings
New York
$625K 11,645 +989 +9%
BFA
63
Beacon Financial Advisory
Ohio
$600K 11,182 +617 +6%
FM
64
Family Management
New York
$580K 10,817 – –
Millennium Management
65
Millennium Management
New York
$580K 10,806 -46,032 -81%
ODIJL
66
One Day In July LLC
Vermont
$535K 9,966 +82 +0.8%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$491K 9,148 -1,020 -10%
RJA
68
Raymond James & Associates
Florida
$476K 8,862 -3,950 -31%
MMA
69
Miracle Mile Advisors
California
$462K 8,617 -708 -8%
SCTC
70
Sanibel Captiva Trust Company
Florida
$441K 8,220 – –
Osaic Holdings
71
Osaic Holdings
Arizona
$437K 8,141 -20,708 -72%
GWA
72
Gratus Wealth Advisors
Virginia
$412K 8,192 – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$373K 6,957 -989 -12%
BHB
74
Bank Hapoalim BM
Israel
$366K 6,819 -1,015 -13%
CI
75
CPR Investments
Michigan
$362K 6,744 +6,744 New
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3
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