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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

164 hedge funds and large institutions have $1.22B invested in Invesco KBW Bank ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
44
Reduced
56
Closed
18
Calls
$1.76M
Puts
$164K
Net Calls
+$1.6M
Net Calls Change
-$134K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$468M
2
FT
2
Fiduciary Trust
Massachusetts
$27.1M
3
WBG
3
Wharton Business Group
Pennsylvania
$116M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
CWM
5
Congress Wealth Management
Massachusetts
$58M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$61.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$6.28M
3
WA
3
WP Advisors
California
$5.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
51
GTS Securities
New York
$919K +$919K +15,688 New
PCM
52
Parsons Capital Management
Rhode Island
$857K – – –
BFA
53
Beacon Financial Advisory
Ohio
$844K +$352 +6 +0%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$827K -$7.31M -124,801 -90%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$789K -$11.8K -202 -1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$754K -$1.35M -23,120 -64%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$751K -$243K -4,143 -24%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$749K +$436K +7,437 +139%
MFG
59
Magnus Financial Group
New York
$720K +$411K +7,013 +133%
DBIA
60
Dumont & Blake Investment Advisors
New Jersey
$697K -$693K -11,827 -50%
SA
61
Sanctuary Advisors
Indiana
$695K -$39.4K -558 -5%
GRP
62
Global Retirement Partners
California
$694K -$63.7K -1,086 -8%
GI
63
GLOBALT Investments
Georgia
$654K -$18K -307 -3%
Citigroup
64
Citigroup
New York
$641K -$9.06M -154,596 -93%
FM
65
Family Management
New York
$634K – – –
EH
66
Equitable Holdings
New York
$621K -$19.8K -338 -3%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$612K +$84.8K +1,448 +16%
RSWM
68
Robertson Stephens Wealth Management
California
$606K +$33.4K +570 +6%
AWS
69
Atria Wealth Solutions
New York
$601K -$77.4K -1,320 -11%
Osaic Holdings
70
Osaic Holdings
Arizona
$590K -$762 -13 -0.1%
FI
71
Fosun International
China
$586K +$586K +10,000 New
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$528K – – –
RJA
73
Raymond James & Associates
Florida
$527K -$17.2K -293 -3%
ODIJL
74
One Day In July LLC
Vermont
$521K -$47.4K -808 -8%
AI
75
Atria Investments
North Carolina
$487K -$29.4K -502 -6%
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