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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $2B invested in Invesco KBW Bank ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.6%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
24
Increased
51
Reduced
52
Closed
26
Calls
$3.53M
Puts
$1.07M
Net Calls
+$2.46M
Net Calls Change
+$4.09M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$528M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$182M
3
CI
3
Clal Insurance
Israel
$222M
4
PF
4
Phoenix Financial
Israel
$217M
5
Morgan Stanley
5
Morgan Stanley
New York
$80M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$1.89M
2
Bank of America
2
Bank of America
North Carolina
$28.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
PCA
4
PL Capital Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODIJL
101
One Day In July LLC
Vermont
$262K +$23.2K +345 +10%
DADC
102
D.A. Davidson & Co
Montana
$260K -$33.6K -500 -11%
RJA
103
Raymond James & Associates
Florida
$259K -$7.65M -114,000 -97%
SAM
104
Secure Asset Management
Michigan
$236K +$236K +3,514 New
ED
105
Exane Derivatives
France
$228K +$228K +3,400 +340,000%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$220K +$220K +3,279 New
APA
107
American Portfolios Advisors
New York
$208K +$69.3K +1,033 +50%
CAN
108
Cetera Advisor Networks
California
$201K -$29.1K -434 -13%
MAFM
109
Mid Atlantic Financial Management
Pennsylvania
$200K +$200K +2,985 New
GTAM
110
Global Trust Asset Management
Florida
$174K +$174K +2,600 New
CWA
111
Clearview Wealth Advisors
Oregon
$160K -$2.09K -31 -1%
GWM
112
Geneos Wealth Management
Colorado
$157K +$5.32K +78 +4%
PA
113
Parallel Advisors
California
$150K – – –
BWA
114
BDO Wealth Advisors
Florida
$148K -$134 -2 -0.1%
WT
115
Whittier Trust
California
$137K +$137K +2,043 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$114K -$2.15K -32 -2%
KPCM
117
Kings Point Capital Management
New York
$106K +$106K +1,586 New
LWM
118
Liberty Wealth Management
California
$70K +$70K +1,047 New
AF
119
Advisornet Financial
Minnesota
$60K +$269 +4 +0.5%
CFD
120
Creative Financial Designs
Indiana
$56K +$5.3K +79 +10%
BDWM
121
Brewin Dolphin Wealth Management
Ireland
$55.7K – – –
FMII
122
Farmers & Merchants Investments Inc
Nebraska
$55K – – –
AF
123
Allworth Financial
California
$50K -$54.3K -814 -52%
HI
124
Harbour Investments
Wisconsin
$47K -$5.85K -88 -11%
SWM
125
Spire Wealth Management
Virginia
$44K +$44K +651 New
3 4
5
6 7