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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $739M invested in Invesco KBW Bank ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
33
Increased
48
Reduced
50
Closed
35
Calls
$5.01M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$8.25M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$91.3M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$65.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
MIM
4
Morningstar Investment Management
Illinois
$30.4M
5
Wells Fargo
5
Wells Fargo
California
$21.7M

Top Sellers

1
CI
1
Clal Insurance
Israel
$21M
2
PF
2
Phoenix Financial
Israel
$162M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
AI
4
Accredited Investors
Minnesota
$956K
5
MIM
5
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$227K +$194K +4,624 +582%
HSA
102
HBK Sorce Advisory
Pennsylvania
$219K -$219K -5,212 -50%
Cerity Partners
103
Cerity Partners
New York
$216K +$216K +5,151 New
M&T Bank
104
M&T Bank
New York
$210K – – –
GT
105
Glenmede Trust
Pennsylvania
$205K – – –
BCM
106
Blume Capital Management
California
$178K -$71.3K -1,700 -29%
HI
107
Harbour Investments
Wisconsin
$131K -$35.5K -846 -21%
YDMI
108
Y.D. More Investments
Israel
$129K +$27.7K +661 +27%
CAL
109
Capital Analysts LLC
Pennsylvania
$116K -$241K -5,763 -67%
WT
110
Whittier Trust
California
$89.5K +$713 +17 +0.8%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$86.7K +$50.3K +1,198 +138%
CWA
112
Clearview Wealth Advisors
Oregon
$83.1K +$462 +11 +0.6%
Belvedere Trading
113
Belvedere Trading
Illinois
$76.9K +$76.9K +1,832 New
SS
114
Sunbelt Securities
Texas
$67.1K +$67.1K +1,613 New
BWA
115
BDO Wealth Advisors
Florida
$62.8K -$7.35K -175 -10%
NSG
116
Nalls Sherbakoff Group
Tennessee
$52.5K +$52.5K +1,262 New
AAS
117
Ameritas Advisory Services
Nebraska
$45.5K +$45.5K +1,076 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$42.3K -$18.4K -439 -30%
SWM
119
Spire Wealth Management
Virginia
$40K -$2.9K -69 -7%
PTC
120
Private Trust Company
Ohio
$39.6K +$15.7K +375 +66%
AWM
121
Avior Wealth Management
Nebraska
$35.5K +$27.7K +660 +355%
FMII
122
Farmers & Merchants Investments Inc
Nebraska
$34.4K – – –
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$28.2K +$8.81K +210 +45%
PP
124
PFS Partners
New Jersey
$24.7K – – –
MIM
125
Macroview Investment Management
Maryland
$23.5K – – –
3 4
5
6 7