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Invesco KBW Bank ETF
KBWB

160 hedge funds and large institutions have $978M invested in Invesco KBW Bank ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $3.82M | Put options by funds: $1.19M

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

15% more funds holding

Funds holding: 139 → 160 (+21)

4.62% more ownership

Funds ownership: 51.55% → 56.17% (+4.6%)

4% more capital invested

Capital invested by funds: $941M → $978M (+$36.8M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
160
Holders Change
+21
Holders Change %
+15.11%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
38
Increased
40
Reduced
50
Closed
16
Calls
$3.82M
Puts
$1.19M
Net Calls
+$2.63M
Net Calls Change
+$8.24M

Top Buyers

1
PF
Phoenix Financial
Israel
+$73.8M
2
Goldman Sachs
Goldman Sachs
New York
+$6.02M
3
RIG
RiverFront Investment Group
Virginia
+$4.6M
4
RJA
Raymond James & Associates
Florida
+$4.34M
5
AI
Accredited Investors
Minnesota
+$3.71M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$77M
2
Bank of America
Bank of America
North Carolina
-$18M
3
OWA
Octavia Wealth Advisors
Ohio
-$6.03M
4
Prudential Financial
Prudential Financial
New Jersey
-$5.05M
5
AS
Altshuler Shaham
Israel
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
76
Renaissance Technologies
New York
$563K +$572K +10,900 New
YAVAPFMC
77
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$562K – – –
HSA
78
HBK Sorce Advisory
Pennsylvania
$538K +$272K +5,182 +99%
SFA
79
Source Financial Advisors
New York
$534K +$543K +10,344 New
TSS
80
Two Sigma Securities
New York
$508K +$516K +9,835 New
PL
81
Plancorp LLC
Missouri
$488K – – –
CAL
82
Capital Analysts LLC
Pennsylvania
$441K +$446K +8,508 +28,360%
AWS
83
Atria Wealth Solutions
New York
$439K -$1.07M -20,425 -71%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$428K +$31.4K +599 +8%
FFWA
85
FRG Family Wealth Advisors
Washington
$427K -$4.46K -85 -1%
HI
86
Hudock Inc
Pennsylvania
$413K -$9.03K -172 -2%
OIA
87
OneDigital Investment Advisors
Kansas
$411K -$312K -5,950 -43%
CS
88
Credit Suisse
Switzerland
$410K -$222K -4,228 -35%
OWA
89
Octavia Wealth Advisors
Ohio
$403K -$6.03M -114,963 -94%
GM
90
GeoWealth Management
Illinois
$349K +$355K +6,765 New
Corient Private Wealth
91
Corient Private Wealth
Florida
$344K +$350K +6,673 New
IFG
92
Independent Financial Group
California
$334K – – –
SSA
93
Schonfeld Strategic Advisors
New York
$332K +$338K +6,437 New
JIP
94
Jaffetilchin Investment Partners
Florida
$330K +$335K +6,392 New
HF
95
HRT Financial
New York
$323K -$2.27M -43,282 -87%
Neuberger Berman Group
96
Neuberger Berman Group
New York
$318K +$323K +6,155 New
APA
97
Astoria Portfolio Advisors
New York
$314K -$113K -2,147 -27%
Vontobel Holding
98
Vontobel Holding
Switzerland
$310K +$315K +6,000 New
BCM
99
Blume Capital Management
California
$307K +$312K +5,950 New
Citadel Advisors
100
Citadel Advisors
Florida
$299K +$304K +5,787 New
2 3
4
5 6

KBWB Hedge Fund Activity: Q4 2022 in Review

160 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2022, worth a combined $978M — up 3.9% from $941M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KBWB positions and 16 closed out — a net gain of 22 holders — while 40 added to existing stakes and 50 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $73.8M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $77M.

  • 160 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2022, up from 139 in Q3 2022.
  • Funds reported $978M of Invesco KBW Bank ETF stock for Q4 2022, up 3.9% quarter-over-quarter.
  • 38 funds opened new Invesco KBW Bank ETF positions in Q4 2022 and 16 closed out, a net change of +22 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2022 was Phoenix Financial, an estimated $73.8M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2022 was Migdal Insurance & Financial Holdings, an estimated $77M sold.

Based on aggregated 13F filings for Q4 2022.