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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

202 hedge funds and large institutions have $2.45B invested in Invesco KBW Bank ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
202
Holders Change
+38
Holders Change %
+23.17%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
59
Increased
58
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
1
Clal Insurance
Israel
$193M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$174M
3
Citigroup
3
Citigroup
New York
$51.2M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$40.5M
5
HI
5
Horizon Investments
North Carolina
$25.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.11M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$554M
3
Bank of America
3
Bank of America
North Carolina
$502M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.6M
5
WBG
5
Wharton Business Group
Pennsylvania
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Avalon Capital Management
California
$2.37M +$2.37M +36,341 New
William Blair & Company
52
William Blair & Company
Illinois
$2.29M +$2.26M +34,601 +8,047%
DWA
53
Delos Wealth Advisors
Texas
$2.21M +$227K +3,475 +11%
FAIM
54
Financial Advocates Investment Management
Washington
$2.14M +$2.14M +32,790 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.96M +$1.12M +17,214 +135%
JFG
56
Jefferies Financial Group
New York
$1.92M +$1.47M +22,480 +326%
AA
57
Addison Advisors
Vermont
$1.87M +$31.7K +485 +2%
TRCT
58
Tower Research Capital (TRC)
New York
$1.76M +$1.76M +26,942 New
QFA
59
Quattro Financial Advisors
Texas
$1.69M -$13.6K -194 -0.8%
MIH
60
Meitav Investment House
Israel
$1.65M – – –
FFS
61
Founders Financial Securities
Maryland
$1.49M +$1.49M +22,775 New
Ameriprise
62
Ameriprise
Minnesota
$1.35M +$75.8K +1,160 +6%
HBW
63
Hazlett, Burt & Watson
West Virginia
$1.29M +$201K +3,071 +19%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23M -$1.26M -19,305 -51%
GAM
65
Gemmer Asset Management
California
$1.16M +$1.16M +17,681 New
Truist Financial
66
Truist Financial
North Carolina
$1.15M -$20.1K -308 -2%
RT
67
Rockland Trust
Massachusetts
$1.14M -$38.5K -589 -3%
USCWA
68
U.S. Capital Wealth Advisors
Texas
$1.1M +$1.1M +16,866 New
HF
69
HRT Financial
New York
$1.09M +$1.09M +16,695 New
LWM
70
Laidlaw Wealth Management
New York
$1.09M – – –
MCM
71
Mainstay Capital Management
Michigan
$1.07M +$1.07M +16,326 New
Osaic Holdings
72
Osaic Holdings
Arizona
$1.05M +$397K +6,077 +60%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.04M +$156K +2,381 +18%
Tudor Investment Corp
74
Tudor Investment Corp
Connecticut
$1.03M -$5.4M -82,644 -84%
APA
75
Astoria Portfolio Advisors
New York
$999K +$999K +15,025 New
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3
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