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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $1.01B invested in Invesco KBW Bank ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 68 reducing their positions, and 23 closing their positions.

Holders
148
Holders Change
-9
Holders Change %
-5.73%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
16
Increased
31
Reduced
68
Closed
23
Calls
$18.9M
Puts
$2M
Net Calls
+$16.9M
Net Calls Change
-$54.8M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$78.4M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$105M
3
CI
3
Clal Insurance
Israel
$14M
4
CWM
4
Congress Wealth Management
Massachusetts
$11.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.3M

Top Sellers

1
Citigroup
1
Citigroup
New York
$4.7M
2
Barclays
2
Barclays
United Kingdom
$68K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$933K
4
Bank of America
4
Bank of America
North Carolina
$368M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
76
Accredited Investors
Minnesota
$362K 6,739 -780 -10%
CS
77
Credit Suisse
Switzerland
$302K 5,635 -5,872 -51%
BP
78
Broadleaf Partners
Ohio
$295K 5,491 – –
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$278K 5,179 -964 -16%
IWC
80
Integrated Wealth Concepts
Massachusetts
$276K 5,148 -50 -1%
Tudor Investment Corp
81
Tudor Investment Corp
Connecticut
$271K 5,052 -25,284 -83%
Cerity Partners
82
Cerity Partners
New York
$268K 5,000 – –
M&T Bank
83
M&T Bank
New York
$268K 5,000 – –
GT
84
Glenmede Trust
Pennsylvania
$262K 4,890 -228 -4%
HighTower Advisors
85
HighTower Advisors
Illinois
$256K 4,802 -9,220 -66%
OIA
86
OneDigital Investment Advisors
Kansas
$249K 4,633 -372 -7%
OWA
87
Octavia Wealth Advisors
Ohio
$234K 4,360 -353 -7%
BPA
88
Beacon Pointe Advisors
California
$232K 4,319 -2,275 -35%
SB
89
Strategic Blueprint
Georgia
$228K 4,256 -845 -17%
FTS
90
Fifth Third Securities
Ohio
$216K 4,023 -288 -7%
CG
91
Caprock Group
Idaho
$208K 3,869 +3,869 New
SAM
92
Satovsky Asset Management
New York
$203K 3,784 +3,784 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$187K 3,480 +2,080 +149%
FFWA
94
FRG Family Wealth Advisors
Washington
$180K 3,475 -1,495 -30%
HFM
95
Harvest Fund Management
China
$93K 1,740 -2,471 -59%
SS
96
Sunbelt Securities
Texas
$89.3K 1,663 +11 +0.7%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$85.2K 1,588 -80 -5%
Barclays
98
Barclays
United Kingdom
$68K 1,269 -972,267 -100%
CFGS
99
Concourse Financial Group Securities
Alabama
$64.9K 1,210 – –
TRCT
100
Tower Research Capital (TRC)
New York
$63.2K 1,178 -28,916 -96%
2 3
4
5 6