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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

137 hedge funds and large institutions have $941M invested in Invesco KBW Bank ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
137
Holders Change
-12
Holders Change %
-8.05%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
35
Reduced
52
Closed
23
Calls
$723K
Puts
$6.33M
Net Calls
-$5.6M
Net Calls Change
-$5.91M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$94.6M
2
CI
2
Clal Insurance
Israel
$129M
3
PF
3
Phoenix Financial
Israel
$189M
4
Bank of America
4
Bank of America
North Carolina
$36.8M
5
MIM
5
Morningstar Investment Management
Illinois
$8.73M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.82M
2
AS
2
Altshuler Shaham
Israel
$4.99M
3
Goldman Sachs
3
Goldman Sachs
New York
$57.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
BRCM
5
Bright Rock Capital Management
Massachusetts
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
76
Fisher Asset Management
Washington
$390K 7,934 +7,934 New
APA
77
Astoria Portfolio Advisors
New York
$387K 7,872 -1,392 -15%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$378K 7,687 -109,538 -93%
BFM
79
Boothbay Fund Management
New York
$336K 6,838 +6,838 New
AIP
80
Almanack Investment Partners
Pennsylvania
$335K 6,822 +6,822 New
WCM
81
WealthBridge Capital Management
Ohio
$292K 5,649 – –
BP
82
Broadleaf Partners
Ohio
$279K 5,671 – –
NFC
83
Northeast Financial Consultants
Connecticut
$275K 5,600 -280 -5%
FW
84
FirstPurpose Wealth
Utah
$275K 5,600 – –
HSA
85
HBK Sorce Advisory
Pennsylvania
$257K 5,242 – –
HI
86
Harbour Investments
Wisconsin
$254K 4,904 – –
M&T Bank
87
M&T Bank
New York
$246K 5,000 – –
NA
88
Nottingham Advisors
New York
$241K 4,704 +5 +0.1%
IWC
89
Integrated Wealth Concepts
Massachusetts
$233K 4,741 – –
LJAC
90
L.J. Altfest & Co
New York
$228K 4,648 -664 -13%
LSPW
91
Lake Street Private Wealth
Illinois
$220K 4,487 -3,845 -46%
PAG
92
Private Advisor Group
New Jersey
$216K 4,400 +4,400 New
NFG
93
Nations Financial Group
Iowa
$207K 4,218 +4,218 New
PA
94
Parallel Advisors
California
$110K 2,233 – –
IA
95
IFP Advisors
Florida
$108K 1,902 – –
WT
96
Whittier Trust
California
$103K 2,100 +15 +0.7%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$102K 2,071 -250 -11%
CWA
98
Clearview Wealth Advisors
Oregon
$96K 1,962 +7 +0.4%
BWA
99
BDO Wealth Advisors
Florida
$82K 1,671 – –
PTC
100
Private Trust Company
Ohio
$79K 1,612 – –
2 3
4
5 6