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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

140 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
36
Reduced
49
Closed
26
Calls
$4.07M
Puts
$8.36M
Net Calls
-$4.28M
Net Calls Change
-$8.23M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$232M
2
Bank of America
2
Bank of America
North Carolina
$271M
3
MMH
3
Menora Mivtachim Holdings
Israel
$154M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$48.1M
5
Barclays
5
Barclays
United Kingdom
$15.4M

Top Sellers

1
MIM
1
Morningstar Investment Management
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.73M
3
LPL Financial
3
LPL Financial
California
$3.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.4M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Accredited Investors
Minnesota
$336K +$46.1K +1,150 +16%
FFWA
77
FRG Family Wealth Advisors
Washington
$332K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$316K -$7.66K -191 -2%
EH
79
Equitable Holdings
New York
$312K +$98.6K +2,461 +46%
M&T Bank
80
M&T Bank
New York
$296K +$95.6K +2,385 +48%
HFM
81
Harvest Fund Management
China
$270K – – –
SC
82
Scotia Capital
Ontario, Canada
$267K – – –
Wolverine Trading
83
Wolverine Trading
Illinois
$264K -$221K -5,513 -46%
RSWM
84
Robertson Stephens Wealth Management
California
$254K +$254K +6,334 New
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$250K +$250K +6,233 New
KWM
86
Keebeck Wealth Management
Illinois
$230K – – –
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$230K -$11.9K -298 -5%
TSS
88
Two Sigma Securities
New York
$227K +$227K +5,674 New
BP
89
Broadleaf Partners
Ohio
$227K – – –
IWC
90
Integrated Wealth Concepts
Massachusetts
$226K +$120 +3 +0.1%
OWA
91
Octavia Wealth Advisors
Ohio
$215K -$28.5K -711 -12%
GT
92
Glenmede Trust
Pennsylvania
$196K – – –
SS
93
Sunbelt Securities
Texas
$65.8K +$521 +13 +0.8%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$60.9K -$29.2K -728 -32%
TWM
95
Tradition Wealth Management
Minnesota
$60K +$121 +3 +0.2%
CFGS
96
Concourse Financial Group Securities
Alabama
$48.5K +$44.1K +1,100 +1,000%
HI
97
Harbour Investments
Wisconsin
$47.3K -$19.5K -487 -29%
NSG
98
Nalls Sherbakoff Group
Tennessee
$46.8K -$3.81K -95 -8%
YDMI
99
Y.D. More Investments
Israel
$44.1K -$8.01K -200 -15%
SWM
100
Spire Wealth Management
Virginia
$39.2K +$1K +25 +3%
2 3
4
5 6