KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 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, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
27
Increased
39
Reduced
50
Closed
17
Calls
$1.98M
Puts
$246K
Net Calls
+$1.73M
Net Calls Change
-$15.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$101M
2
CWM
2
Congress Wealth Management
Massachusetts
$37.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$121M
4
GCA
4
Guardian Capital Advisors
Ontario, Canada
$13.7M
5
PCP
5
Perbak Capital Partners
United Kingdom
$9.24M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$353M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.2M
5
NPPM
5
North Point Portfolio Managers
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$472K +$472K +8,814 New
SC
77
Sapient Capital
Indiana
$448K -$235K -4,400 -34%
Stifel Financial
78
Stifel Financial
Missouri
$444K +$444K +8,295 New
SCTC
79
Sanibel Captiva Trust Company
Florida
$440K – – –
PAM
80
PVG Asset Management
Colorado
$417K +$417K +7,803 New
TRCT
81
Tower Research Capital (TRC)
New York
$403K +$340K +6,356 +540%
MMA
82
Miracle Mile Advisors
California
$387K -$73.8K -1,379 -16%
BHB
83
Bank Hapoalim BM
Israel
$365K – – –
AI
84
Accredited Investors
Minnesota
$358K -$2.09K -39 -0.6%
JFG
85
Jefferies Financial Group
New York
$347K +$347K +6,495 New
HighTower Advisors
86
HighTower Advisors
Illinois
$308K +$51.8K +970 +20%
BP
87
Broadleaf Partners
Ohio
$294K – – –
FTUS
88
Flow Traders U.S.
New York
$287K +$287K +5,357 New
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$286K -$377K -7,051 -57%
MFG
90
Magnus Financial Group
New York
$282K +$282K +5,279 New
FC
91
Fairscale Capital
New Hampshire
$272K +$272K +4,663 New
Cerity Partners
92
Cerity Partners
New York
$272K +$4.12K +77 +2%
M&T Bank
93
M&T Bank
New York
$268K – – –
IWC
94
Integrated Wealth Concepts
Massachusetts
$264K -$11.5K -215 -4%
GT
95
Glenmede Trust
Pennsylvania
$262K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$250K -$122K -2,283 -33%
OIA
97
OneDigital Investment Advisors
Kansas
$239K -$9.09K -170 -4%
SB
98
Strategic Blueprint
Georgia
$226K -$1.44K -27 -0.6%
FTS
99
Fifth Third Securities
Ohio
$225K +$10.2K +191 +5%
BPA
100
Beacon Pointe Advisors
California
$215K -$16.1K -300 -7%
2 3
4
5 6