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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $2B invested in Invesco KBW Bank ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.6%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
24
Increased
51
Reduced
52
Closed
26
Calls
$3.53M
Puts
$1.07M
Net Calls
+$2.46M
Net Calls Change
+$4.09M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$528M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$182M
3
CI
3
Clal Insurance
Israel
$222M
4
PF
4
Phoenix Financial
Israel
$217M
5
Morgan Stanley
5
Morgan Stanley
New York
$80M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$1.89M
2
Bank of America
2
Bank of America
North Carolina
$28.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
PCA
4
PL Capital Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
76
Advisor OS
Illinois
$715K -$12.4K -184 -2%
State Street
77
State Street
Massachusetts
$680K -$44.9K -669 -6%
NA
78
Nottingham Advisors
New York
$658K +$320K +4,535 +95%
PL
79
Plancorp LLC
Missouri
$634K +$140K +2,086 +28%
Jane Street
80
Jane Street
New York
$619K +$619K +9,220 New
Neuberger Berman Group
81
Neuberger Berman Group
New York
$597K -$39.2K -585 -6%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$586K -$1.64M -24,409 -74%
Prudential Financial
83
Prudential Financial
New Jersey
$535K -$137K -2,100 -20%
HCM
84
Hollencrest Capital Management
California
$530K -$26.6K -396 -5%
M&T Bank
85
M&T Bank
New York
$424K – – –
SB
86
Strategic Blueprint
Georgia
$418K +$418K +6,224 New
BP
87
Broadleaf Partners
Ohio
$381K – – –
FFWA
88
FRG Family Wealth Advisors
Washington
$373K -$71.8K -1,070 -16%
BCA
89
Bay Colony Advisors
Massachusetts
$369K +$3.02K +45 +0.8%
KPW
90
Kore Private Wealth
New York
$363K – – –
QC
91
QCM Cayman
Texas
$354K +$354K +5,275 New
SDH
92
Sloy Dahl & Holst
Washington
$335K – – –
DBIA
93
Dumont & Blake Investment Advisors
New Jersey
$325K +$9.45K +141 +3%
LA
94
Latitude Advisors
Florida
$320K +$57.9K +864 +22%
IWC
95
Integrated Wealth Concepts
Massachusetts
$318K – – –
FEM
96
Fulcrum Equity Management
Texas
$311K -$668K -9,949 -68%
GVAG
97
Great Valley Advisor Group
Delaware
$298K -$778K -11,582 -72%
HI
98
Hudock Inc
Pennsylvania
$293K +$169K +2,515 +136%
Vontobel Holding
99
Vontobel Holding
Switzerland
$289K -$289K -4,300 -50%
JCM
100
Jacobi Capital Management
Pennsylvania
$280K -$15.7K -234 -5%
2 3
4
5 6