Invesco KBW Bank ETF
KBWB
159 hedge funds and large institutions have $1.08B invested in Invesco KBW Bank ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 61 reducing their positions, and 20 closing their positions.
729% more call options, than puts
Call options by funds: $81.6M | Put options by funds: $9.84M
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
12% more funds holding
Funds holding: 142 → 159 (+17)
0.05% less ownership
Funds ownership: 66.39% → 66.34% (-0.05%)
0% less capital invested
Capital invested by funds: $1.09B → $1.08B (-$4.25M)
36% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$101M |
| 2 |
Rockefeller Capital Management
New York
|
+$32.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$29.1M |
| 4 |
Barclays
London,
United Kingdom
|
+$25M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$232M |
| 2 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$154M |
| 3 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$65.6M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$13.8M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$8.07M |
KBWB Hedge Fund Activity: Q4 2023 in Review
159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2023, worth a combined $1.08B — down 0.39% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new KBWB positions and 20 closed out — a net gain of 17 holders — while 39 added to existing stakes and 61 trimmed.
The largest buyer was Citigroup, adding an estimated $101M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $232M sold.
- 159 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2023, up from 142 in Q3 2023.
- Funds reported $1.08B of Invesco KBW Bank ETF stock for Q4 2023, down 0.39% quarter-over-quarter.
- 37 funds opened new Invesco KBW Bank ETF positions in Q4 2023 and 20 closed out, a net change of +17 holders.
- The largest Invesco KBW Bank ETF buyer in Q4 2023 was Citigroup, an estimated $101M added.
- The largest Invesco KBW Bank ETF seller in Q4 2023 was Varma Mutual Pension Insurance Co, an estimated $232M sold.
Based on aggregated 13F filings for Q4 2023.