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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
27
Increased
39
Reduced
50
Closed
17
Calls
$1.98M
Puts
$246K
Net Calls
+$1.73M
Net Calls Change
-$15.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$101M
2
CWM
2
Congress Wealth Management
Massachusetts
$37.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$121M
4
GCA
4
Guardian Capital Advisors
Ontario, Canada
$13.7M
5
PCP
5
Perbak Capital Partners
United Kingdom
$9.24M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$353M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.2M
5
NPPM
5
North Point Portfolio Managers
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
51
Laidlaw Wealth Management
New York
$890K -$53.5K -1,000 -6%
PCM
52
Parsons Capital Management
Rhode Island
$782K – – –
BFA
53
Beacon Financial Advisory
Ohio
$770K +$172K +3,206 +29%
HBW
54
Hazlett, Burt & Watson
West Virginia
$750K +$105K +1,976 +16%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$731K +$25.6K +478 +4%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$721K -$118K -2,206 -14%
Marshall Wace
57
Marshall Wace
United Kingdom
$696K +$696K +13,003 New
GRP
58
Global Retirement Partners
California
$692K -$24.6K -460 -3%
VAS
59
Valicenti Advisory Services
New York
$655K -$102K -1,900 -13%
PCM
60
Permanent Capital Management
Illinois
$641K +$641K +8,949 New
Citadel Advisors
61
Citadel Advisors
Florida
$635K -$3.34M -62,456 -84%
AWS
62
Atria Wealth Solutions
New York
$619K -$13.1K -245 -2%
GI
63
GLOBALT Investments
Georgia
$614K -$65.3K -1,220 -10%
EH
64
Equitable Holdings
New York
$585K -$38.1K -712 -6%
FM
65
Family Management
New York
$579K – – –
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$571K -$4.97M -92,826 -90%
SA
67
Sanctuary Advisors
Indiana
$547K +$547K +10,397 New
Osaic Holdings
68
Osaic Holdings
Arizona
$539K +$104K +1,937 +24%
HF
69
HRT Financial
New York
$528K -$735K -13,747 -58%
RSWM
70
Robertson Stephens Wealth Management
California
$522K +$522K +9,761 New
ODIJL
71
One Day In July LLC
Vermont
$519K -$14.7K -274 -3%
RJA
72
Raymond James & Associates
Florida
$497K +$22.4K +419 +5%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$491K -$448K -8,238 -48%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$481K -$8.02K -150 -2%
GWA
75
Gratus Wealth Advisors
Virginia
$472K – – –
1 2
3
4 5