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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

164 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, 44 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+9
Holders Change %
+5.81%
% 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
44
Reduced
56
Closed
18
Calls
$1.76M
Puts
$164K
Net Calls
+$1.6M
Net Calls Change
-$134K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$468M
2
FT
2
Fiduciary Trust
Massachusetts
$27.1M
3
WBG
3
Wharton Business Group
Pennsylvania
$116M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
CWM
5
Congress Wealth Management
Massachusetts
$58M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$61.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$6.28M
3
WA
3
WP Advisors
California
$5.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCTC
76
Sanibel Captiva Trust Company
Florida
$482K – – –
FFA
77
Farther Finance Advisors
California
$476K +$417K +7,115 +712%
TI
78
Trexquant Investment
Connecticut
$466K -$660K -11,265 -59%
Corient Private Wealth
79
Corient Private Wealth
Florida
$459K +$459K +7,837 New
FTUS
80
Flow Traders U.S.
New York
$454K +$140K +2,391 +45%
JFG
81
Jefferies Financial Group
New York
$404K +$23.7K +405 +6%
MMA
82
Miracle Mile Advisors
California
$399K -$25.1K -428 -6%
AI
83
Accredited Investors
Minnesota
$393K +$117 +2 +0%
NA
84
NewEdge Advisors
Louisiana
$383K +$172K +2,935 +82%
BHB
85
Bank Hapoalim BM
Israel
$378K -$21.7K -370 -5%
CAM
86
Clark Asset Management
New Hampshire
$374K +$374K +6,387 New
DS
87
DRW Securities
Illinois
$360K +$360K +6,138 New
Renaissance Technologies
88
Renaissance Technologies
New York
$322K -$985K -16,800 -75%
BP
89
Broadleaf Partners
Ohio
$322K – – –
GWA
90
Gratus Wealth Advisors
Virginia
$316K -$165K -2,815 -34%
HighTower Advisors
91
HighTower Advisors
Illinois
$302K -$35.6K -608 -11%
Cerity Partners
92
Cerity Partners
New York
$294K -$3.22K -55 -1%
M&T Bank
93
M&T Bank
New York
$293K – – –
IWC
94
Integrated Wealth Concepts
Massachusetts
$291K +$1.52K +26 +0.5%
GT
95
Glenmede Trust
Pennsylvania
$287K – – –
YIH
96
Y-Intercept (HK)
Hong Kong
$272K +$272K +4,644 New
FC
97
Fairscale Capital
New Hampshire
$261K -$12.5K -213 -5%
Mariner
98
Mariner
Kansas
$258K +$34.1K +582 +15%
OIA
99
OneDigital Investment Advisors
Kansas
$244K -$17.3K -296 -7%
Optiver Holding
100
Optiver Holding
Netherlands
$244K +$244K +4,155 New
2 3
4
5 6