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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

137 hedge funds and large institutions have $941M invested in Invesco KBW Bank ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
137
Holders Change
-12
Holders Change %
-8.05%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
35
Reduced
52
Closed
23
Calls
$723K
Puts
$6.33M
Net Calls
-$5.6M
Net Calls Change
-$5.91M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$94.6M
2
CI
2
Clal Insurance
Israel
$129M
3
PF
3
Phoenix Financial
Israel
$189M
4
Bank of America
4
Bank of America
North Carolina
$36.8M
5
MIM
5
Morningstar Investment Management
Illinois
$8.73M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.82M
2
AS
2
Altshuler Shaham
Israel
$4.99M
3
Goldman Sachs
3
Goldman Sachs
New York
$57.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
BRCM
5
Bright Rock Capital Management
Massachusetts
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
101
Barclays
United Kingdom
$72K – – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$69K -$5K -102 -7%
SWM
103
Spire Wealth Management
Virginia
$53K +$5.84K +118 +12%
AF
104
Advisornet Financial
Minnesota
$45K +$684 +14 +2%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$44K -$1.75K -36 -4%
FMII
106
Farmers & Merchants Investments Inc
Nebraska
$40K – – –
William Blair & Company
107
William Blair & Company
Illinois
$40K +$98 +2 +0.2%
SPIA
108
Steward Partners Investment Advisory
New York
$38K +$38K +775 New
AF
109
Allworth Financial
California
$37K – – –
EWM
110
EPG Wealth Management
Georgia
$32K +$32K +660 New
Citigroup
111
Citigroup
New York
$29K -$1.57M -32,574 -98%
PP
112
PFS Partners
New Jersey
$28.8K -$197 -4 -0.7%
MIM
113
Macroview Investment Management
Maryland
$28K -$8.49K -172 -23%
AIC
114
Ayalon Insurance Company
Israel
$25K – – –
PSB
115
Piscataqua Savings Bank
New Hampshire
$25K – – –
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$23K – – –
CIAS
117
Capital Investment Advisory Services
North Carolina
$19K – – –
MA
118
MCF Advisors
Kentucky
$18K +$295 +6 +2%
Simplex Trading
119
Simplex Trading
Illinois
$17K +$17K +359 New
ACA
120
Aptus Capital Advisors
Alabama
$15K – – –
GWANC
121
Guardian Wealth Advisors (North Carolina)
North Carolina
$15K +$15K +312 New
CIA
122
Choate Investment Advisors
Massachusetts
$13K -$1.42M -28,966 -99%
TWM
123
Tradition Wealth Management
Minnesota
$11K +$192 +4 +2%
PVH
124
Psagot Value Holdings
Israel
$10K – – –
TPCW
125
TD Private Client Wealth
New York
$8.06K – – –
3 4
5
6 7