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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

149 hedge funds and large institutions have $990M invested in Invesco KBW Bank ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 43 closing their positions.

Holders
149
Holders Change
-22
Holders Change %
-12.87%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
22
Increased
48
Reduced
49
Closed
43
Calls
$812K
Puts
$509K
Net Calls
+$303K
Net Calls Change
-$628K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.9M
2
PF
2
Phoenix Financial
Israel
$185M
3
AS
3
Altshuler Shaham
Israel
$22.4M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$17.3M
5
MIM
5
Miller Investment Management
Pennsylvania
$17M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$0
3
Temasek Holdings
3
Temasek Holdings
Singapore
$0
4
SC
4
Sculptor Capital
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$36.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CNC
101
Citizens & Northern Corp
Pennsylvania
$229K 4,428 +4,428 New
Baird Financial Group
102
Baird Financial Group
Wisconsin
$207K 3,995 -2,863 -42%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$120K 2,321 +762 +49%
PA
104
Parallel Advisors
California
$116K 2,233 – –
IA
105
IFP Advisors
Florida
$108K 1,902 – –
WT
106
Whittier Trust
California
$108K 2,085 +17 +0.8%
CWA
107
Clearview Wealth Advisors
Oregon
$101K 1,955 -172 -8%
GWM
108
Geneos Wealth Management
Colorado
$92K 1,765 -511 -22%
BWA
109
BDO Wealth Advisors
Florida
$86K 1,671 – –
PTC
110
Private Trust Company
Ohio
$83K 1,612 +1,612 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$78K 1,509 -95 -6%
Barclays
112
Barclays
United Kingdom
$76K 1,462 – –
CA
113
CoreCap Advisors
Michigan
$64K 1,245 +1,245 New
SWM
114
Spire Wealth Management
Virginia
$49K 953 +8 +0.8%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$48K 942 -470 -33%
AF
116
Advisornet Financial
Minnesota
$47K 907 +5 +0.6%
William Blair & Company
117
William Blair & Company
Illinois
$42K 814 -66,488 -99%
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$42K 819 – –
AF
119
Allworth Financial
California
$39K 749 – –
SWM
120
SeaCrest Wealth Management
New York
$39K 750 +750 New
MIM
121
Macroview Investment Management
Maryland
$38K 739 -1,775 -71%
PP
122
PFS Partners
New Jersey
$30.6K 591 -61,700 -99%
PSB
123
Piscataqua Savings Bank
New Hampshire
$26K 504 – –
AIC
124
Ayalon Insurance Company
Israel
$26K 501 +110 +28%
AWMS
125
Advocacy Wealth Management Services
Georgia
$24K 468 -881 -65%
3 4
5
6 7