KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

145 hedge funds and large institutions have $748M invested in Invesco KBW Bank ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
23
Increased
41
Reduced
52
Closed
32
Calls
$8.05M
Puts
$4.1M
Net Calls
+$3.95M
Net Calls Change
+$9.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$193M
2
MMH
2
Menora Mivtachim Holdings
Israel
$81.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$31.7M
4
MMA
4
Miracle Mile Advisors
California
$13.6M
5
MIM
5
Morningstar Investment Management
Illinois
$34.8M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$2.11M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$34.1M
3
CI
3
Clal Insurance
Israel
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$31.8M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
76
Plancorp LLC
Missouri
$388K – – –
PWM
77
Prosperity Wealth Management
California
$378K +$378K +9,201 New
FFWA
78
FRG Family Wealth Advisors
Washington
$340K – – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$331K +$37K +901 +13%
AI
80
Accredited Investors
Minnesota
$297K -$638K -15,533 -68%
APA
81
Astoria Portfolio Advisors
New York
$293K -$55.4K -1,286 -16%
CAN
82
Cetera Advisor Networks
California
$281K -$616 -15 -0.2%
HFM
83
Harvest Fund Management
China
$277K +$277K +6,746 New
SC
84
Scotia Capital
Ontario, Canada
$274K – – –
OWA
85
Octavia Wealth Advisors
Ohio
$250K -$29.2K -711 -10%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$247K -$9.81K -239 -4%
KWM
87
Keebeck Wealth Management
Illinois
$236K – – –
BP
88
Broadleaf Partners
Ohio
$233K – – –
IWC
89
Integrated Wealth Concepts
Massachusetts
$231K +$231K +5,627 New
EH
90
Equitable Holdings
New York
$219K +$219K +5,330 New
Two Sigma Advisers
91
Two Sigma Advisers
New York
$205K -$320K -7,800 -61%
Cerity Partners
92
Cerity Partners
New York
$205K -$6.2K -151 -3%
M&T Bank
93
M&T Bank
New York
$205K – – –
GT
94
Glenmede Trust
Pennsylvania
$205K – – –
CG
95
Cutler Group
California
$173K -$461K -11,270 -73%
BWS
96
Buck Wealth Strategies
Colorado
$117K +$117K +1,668 New
Simplex Trading
97
Simplex Trading
Illinois
$102K -$295K -7,234 -74%
Citigroup
98
Citigroup
New York
$97K -$446K -10,868 -82%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$92.3K +$7.43K +181 +9%
CWA
100
Clearview Wealth Advisors
Oregon
$81.8K +$492 +12 +0.6%
2 3
4
5 6