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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

157 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, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
37
Increased
39
Reduced
60
Closed
20
Calls
$81.6M
Puts
$9.84M
Net Calls
+$71.8M
Net Calls Change
+$76M

Top Buyers

1
Citigroup
1
Citigroup
New York
$118M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$37.9M
3
Bank of America
3
Bank of America
North Carolina
$367M
4
Barclays
4
Barclays
United Kingdom
$47.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$28.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
MMH
2
Menora Mivtachim Holdings
Israel
$0
3
QFA
3
Quattro Financial Advisors
Texas
$580K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$38K
5
MMA
5
Miracle Mile Advisors
California
$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
76
Miracle Mile Advisors
California
$459K -$16M -325,824 -97%
SCTC
77
Sanibel Captiva Trust Company
Florida
$404K +$404K +8,220 New
GWA
78
Gratus Wealth Advisors
Virginia
$403K +$403K +8,192 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$391K +$3.25K +66 +0.8%
BHB
80
Bank Hapoalim BM
Israel
$385K -$9.37M -190,705 -96%
AI
81
Accredited Investors
Minnesota
$370K -$43.1K -877 -10%
TI
82
Trexquant Investment
Connecticut
$337K +$337K +6,861 New
BPA
83
Beacon Pointe Advisors
California
$324K -$290K -5,900 -47%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$302K -$4.43K -90 -1%
BP
85
Broadleaf Partners
Ohio
$270K -$8.85K -180 -3%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$257K -$24.4K -496 -9%
IWC
87
Integrated Wealth Concepts
Massachusetts
$256K -$21.3K -432 -8%
GT
88
Glenmede Trust
Pennsylvania
$252K +$11.2K +228 +5%
SB
89
Strategic Blueprint
Georgia
$251K -$289K -5,874 -54%
OIA
90
OneDigital Investment Advisors
Kansas
$246K +$246K +5,005 New
M&T Bank
91
M&T Bank
New York
$246K -$117K -2,385 -32%
Cerity Partners
92
Cerity Partners
New York
$246K +$246K +5,000 New
FFWA
93
FRG Family Wealth Advisors
Washington
$244K -$163K -3,305 -40%
OWA
94
Octavia Wealth Advisors
Ohio
$232K -$32.7K -664 -12%
RSWM
95
Robertson Stephens Wealth Management
California
$227K -$84.2K -1,711 -27%
FTS
96
Fifth Third Securities
Ohio
$212K +$212K +4,311 New
HFM
97
Harvest Fund Management
China
$186K -$112K -2,535 -38%
CAL
98
Capital Analysts LLC
Pennsylvania
$132K +$130K +2,644 +6,779%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$82K +$7.28K +148 +10%
SS
100
Sunbelt Securities
Texas
$81.3K +$541 +11 +0.7%
2 3
4
5 6