KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $739M invested in Invesco KBW Bank ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
33
Increased
48
Reduced
50
Closed
35
Calls
$5.01M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$8.25M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$91.3M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$65.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
MIM
4
Morningstar Investment Management
Illinois
$30.4M
5
Wells Fargo
5
Wells Fargo
California
$21.7M

Top Sellers

1
CI
1
Clal Insurance
Israel
$21M
2
PF
2
Phoenix Financial
Israel
$162M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
AI
4
Accredited Investors
Minnesota
$956K
5
MIM
5
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
76
Rooted Wealth Advisors
Illinois
$519K -$242K -5,696 -32%
Lido Advisors
77
Lido Advisors
California
$513K -$15.2K -361 -3%
DBIA
78
Dumont & Blake Investment Advisors
New Jersey
$509K +$20.2K +481 +4%
WHG
79
Westwood Holdings Group
Texas
$496K +$496K +11,828 New
QFA
80
Quattro Financial Advisors
Texas
$495K -$4M -95,323 -89%
RJA
81
Raymond James & Associates
Florida
$475K -$5.17M -123,099 -92%
BFA
82
Beacon Financial Advisory
Ohio
$422K +$422K +10,050 New
Simplex Trading
83
Simplex Trading
Illinois
$408K +$369K +8,814 +954%
PL
84
Plancorp LLC
Missouri
$397K – – –
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$370K +$370K +8,822 New
FFWA
86
FRG Family Wealth Advisors
Washington
$347K – – –
APA
87
Astoria Portfolio Advisors
New York
$331K +$96.2K +2,349 +41%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$301K +$301K +7,170 New
CAN
89
Cetera Advisor Networks
California
$288K +$288K +6,860 New
TSS
90
Two Sigma Securities
New York
$286K -$127K -3,028 -31%
OWA
91
Octavia Wealth Advisors
Ohio
$285K -$42.1K -1,004 -13%
FTUS
92
Flow Traders U.S.
New York
$282K +$282K +6,717 New
OIA
93
OneDigital Investment Advisors
Kansas
$280K -$53.7K -1,279 -16%
SC
94
Scotia Capital
Ontario, Canada
$280K -$636K -15,157 -69%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$263K +$38.2K +910 +17%
EAM
96
Eschler Asset Management
United Kingdom
$250K +$250K +5,953 New
KWM
97
Keebeck Wealth Management
Illinois
$241K +$241K +5,750 New
BP
98
Broadleaf Partners
Ohio
$238K – – –
FW
99
FirstPurpose Wealth
Utah
$235K – – –
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$235K -$951K -22,671 -80%
2 3
4
5 6