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Invesco KBW Bank ETF

165 hedge funds and large institutions have $1.22B invested in Invesco KBW Bank ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $164K

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $1.09B → $1.22B (+$138M)

6% more funds holding

Funds holding: 156165 (+9)

2.71% less ownership

Funds ownership: 72.7%69.99% (-2.7%)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
45
Reduced
56
Closed
18
Calls
$1.76M
Puts
$164K
Net Calls
+$1.6M
Net Calls Change
-$134K
Name Holding Trade Value Shares
Change
Change in
Stake
SCTC
76
Sanibel Captiva Trust Company
Florida
$482K
FFA
77
Farther Finance Advisors
California
$476K +$405K +7,115 +712%
TI
78
Trexquant Investment
Connecticut
$466K -$641K -11,265 -59%
Corient Private Wealth
79
Corient Private Wealth
Florida
$459K +$446K +7,837 New
FTUS
80
Flow Traders U.S.
New York
$454K +$136K +2,391 +45%
JFG
81
Jefferies Financial Group
New York
$404K +$23.1K +405 +6%
MMA
82
Miracle Mile Advisors
California
$399K -$24.4K -428 -6%
AI
83
Accredited Investors
Minnesota
$393K +$114 +2 +0%
IFG
84
Independent Financial Group
California
$389K +$43.4K +762 +13%
NA
85
NewEdge Advisors
Louisiana
$383K +$167K +2,935 +82%
BHB
86
Bank Hapoalim BM
Israel
$378K -$21.1K -370 -5%
CAM
87
Clark Asset Management
New Hampshire
$374K +$364K +6,387 New
DS
88
DRW Securities
Illinois
$360K +$349K +6,138 New
Renaissance Technologies
89
Renaissance Technologies
New York
$322K -$956K -16,800 -75%
BP
90
Broadleaf Partners
Ohio
$322K
GWA
91
Gratus Wealth Advisors
Virginia
$316K -$160K -2,815 -34%
HighTower Advisors
92
HighTower Advisors
Illinois
$302K -$34.6K -608 -11%
Cerity Partners
93
Cerity Partners
New York
$294K -$3.13K -55 -1%
M&T Bank
94
M&T Bank
New York
$293K
IWC
95
Integrated Wealth Concepts
Massachusetts
$291K +$1.48K +26 +0.5%
GT
96
Glenmede Trust
Pennsylvania
$287K
YIH
97
Y-Intercept (HK)
Hong Kong
$272K +$264K +4,644 New
FC
98
Fairscale Capital
New Hampshire
$261K -$12.1K -213 -5%
Mariner
99
Mariner
Kansas
$258K +$33.1K +582 +15%
OIA
100
OneDigital Investment Advisors
Kansas
$244K -$16.8K -296 -7%

KBWB Hedge Fund Activity: Q3 2024 in Review

165 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2024, worth a combined $1.22B — up 13% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KBWB positions and 18 closed out — a net gain of 11 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Bank of America, adding an estimated $79.1M. The largest seller was JP Morgan Chase, cutting an estimated $47.1M.

  • 165 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2024, up from 156 in Q2 2024.
  • Funds reported $1.22B of Invesco KBW Bank ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 29 funds opened new Invesco KBW Bank ETF positions in Q3 2024 and 18 closed out, a net change of +11 holders.
  • The largest Invesco KBW Bank ETF buyer in Q3 2024 was Bank of America, an estimated $79.1M added.
  • The largest Invesco KBW Bank ETF seller in Q3 2024 was JP Morgan Chase, an estimated $47.1M sold.

Based on aggregated 13F filings for Q3 2024.