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Invesco KBW Bank ETF
KBWB

203 hedge funds and large institutions have $2.45B invested in Invesco KBW Bank ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

944% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $248K

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

100% more capital invested

Capital invested by funds: $1.22B → $2.45B (+$1.23B)

23% more funds holding

Funds holding: 165 → 203 (+38)

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

0.33% more ownership

Funds ownership: 69.99% → 70.32% (+0.33%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
203
Holders Change
+38
Holders Change %
+23.03%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
59
Increased
59
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
Clal Insurance
Israel
+$175M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$175M
3
Citigroup
Citigroup
New York
+$50.5M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$40.5M
5
HI
Horizon Investments
North Carolina
+$25.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$65.8M
2
Bank of America
Bank of America
North Carolina
-$19.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.9M
4
WBG
Wharton Business Group
Pennsylvania
-$12.3M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
76
Magnus Financial Group
New York
$983K +$180K +2,749 +22%
BFA
77
Beacon Financial Advisory
Ohio
$940K -$392 -6 -0%
PCM
78
Parsons Capital Management
Rhode Island
$934K -$21.2K -325 -2%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$931K +$932K +14,252 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$920K +$82.8K +1,266 +10%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$898K +$216K +3,301 +32%
IMC
82
Investment Management Corporation
Virginia
$793K +$794K +12,138 New
DBIA
83
Dumont & Blake Investment Advisors
New Jersey
$776K -$588 -9 -0.1%
GRP
84
Global Retirement Partners
California
$773K -$1.7K -26 -0.2%
LG
85
Leuthold Group
Minnesota
$731K +$731K +11,180 New
FM
86
Family Management
New York
$707K – – –
GI
87
GLOBALT Investments
Georgia
$705K -$24.6K -376 -3%
RSWM
88
Robertson Stephens Wealth Management
California
$686K +$11.3K +173 +2%
AWS
89
Atria Wealth Solutions
New York
$671K +$262 +4 +0%
SA
90
Sanctuary Advisors
Indiana
$669K -$31.2K -477 -5%
EH
91
Equitable Holdings
New York
$657K -$35.5K -543 -5%
YIH
92
Y-Intercept (HK)
Hong Kong
$640K +$336K +5,144 +111%
CSS
93
Cubist Systematic Strategies
Connecticut
$629K +$629K +9,625 New
Jane Street
94
Jane Street
New York
$597K +$598K +9,142 New
ODIJL
95
One Day In July LLC
Vermont
$557K -$23.2K -355 -4%
Stifel Financial
96
Stifel Financial
Missouri
$542K +$542K +8,295 New
JWS
97
Juncture Wealth Strategies
Arizona
$540K +$540K +8,260 New
IAN
98
Integrated Advisors Network
Texas
$539K +$539K +8,247 New
SCTC
99
Sanibel Captiva Trust Company
Florida
$531K -$6.54K -100 -1%
CCAL
100
City Center Advisors LLC
Michigan
$503K +$503K +7,698 New
2 3
4
5 6

KBWB Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2024, worth a combined $2.45B — up 100% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KBWB positions and 16 closed out — a net gain of 43 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was Clal Insurance, adding an estimated $175M. The largest seller was JP Morgan Chase, cutting an estimated $65.8M.

  • 203 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2024, up from 165 in Q3 2024.
  • Funds reported $2.45B of Invesco KBW Bank ETF stock for Q4 2024, up 100% quarter-over-quarter.
  • 59 funds opened new Invesco KBW Bank ETF positions in Q4 2024 and 16 closed out, a net change of +43 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2024 was Clal Insurance, an estimated $175M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2024 was JP Morgan Chase, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2024.