Invesco KBW Bank ETF
KBWB
156 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 17 closing their positions.
705% more call options, than puts
Call options by funds: $1.98M | Put options by funds: $246K
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7.84% more ownership
Funds ownership: 64.87% → 72.7% (+7.8%)
8% more capital invested
Capital invested by funds: $1.01B → $1.09B (+$78.2M)
5% more funds holding
Funds holding: 149 → 156 (+7)
24% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$94.2M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$26.1M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$16.8M |
| 4 |
GCAC
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
+$13.1M |
| 5 |
PCP
Perbak Capital Partners
London,
United Kingdom
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$50.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$13.9M |
| 3 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$12.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.8M |
| 5 |
NPPM
North Point Portfolio Managers
Orange Village,
Ohio
|
-$6.41M |
KBWB Hedge Fund Activity: Q2 2024 in Review
156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2024, worth a combined $1.09B — up 7.8% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new KBWB positions and 17 closed out — a net gain of 10 holders — while 39 added to existing stakes and 51 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $94.2M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $50.1M.
- 156 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2024, up from 149 in Q1 2024.
- Funds reported $1.09B of Invesco KBW Bank ETF stock for Q2 2024, up 7.8% quarter-over-quarter.
- 27 funds opened new Invesco KBW Bank ETF positions in Q2 2024 and 17 closed out, a net change of +10 holders.
- The largest Invesco KBW Bank ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $94.2M added.
- The largest Invesco KBW Bank ETF seller in Q2 2024 was BNP Paribas Financial Markets, an estimated $50.1M sold.
Based on aggregated 13F filings for Q2 2024.