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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

202 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, 58 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
202
Holders Change
+38
Holders Change %
+23.17%
% of All Funds
2.69%
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
58
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
1
Clal Insurance
Israel
$193M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$174M
3
Citigroup
3
Citigroup
New York
$51.2M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$40.5M
5
HI
5
Horizon Investments
North Carolina
$25.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.11M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$554M
3
Bank of America
3
Bank of America
North Carolina
$502M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.6M
5
WBG
5
Wharton Business Group
Pennsylvania
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$931K +14,252 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$920K +$82.7K +1,266 +10%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$898K +$216K +3,301 +32%
IMC
82
Investment Management Corporation
Virginia
$793K +$793K +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 +$261 +4 +0%
SA
90
Sanctuary Advisors
Indiana
$669K -$34.1K -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 +$597K +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