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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

145 hedge funds and large institutions have $748M invested in Invesco KBW Bank ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
23
Increased
41
Reduced
52
Closed
32
Calls
$8.05M
Puts
$4.1M
Net Calls
+$3.95M
Net Calls Change
+$9.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$193M
2
MMH
2
Menora Mivtachim Holdings
Israel
$81.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$31.7M
4
MMA
4
Miracle Mile Advisors
California
$13.6M
5
MIM
5
Morningstar Investment Management
Illinois
$34.8M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$2.11M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$34.1M
3
CI
3
Clal Insurance
Israel
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$31.8M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$68.4K -$59.9K -1,458 -47%
SS
102
Sunbelt Securities
Texas
$66.8K +$616 +15 +0.9%
TWM
103
Tradition Wealth Management
Minnesota
$61K +$51.4K +1,251 +537%
BWA
104
BDO Wealth Advisors
Florida
$60.8K -$616 -15 -1%
YDMI
105
Y.D. More Investments
Israel
$53.4K -$72.8K -1,774 -58%
NSG
106
Nalls Sherbakoff Group
Tennessee
$49.5K – – –
FFA
107
Farther Finance Advisors
California
$41.1K +$41.1K +1,000 New
SWM
108
Spire Wealth Management
Virginia
$39.1K – – –
HT
109
Headlands Technologies
Illinois
$34K +$34K +829 New
FMII
110
Farmers & Merchants Investments Inc
Nebraska
$33.6K – – –
William Blair & Company
111
William Blair & Company
Illinois
$30.5K +$18.6K +452 +155%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$27.6K – – –
PP
113
PFS Partners
New Jersey
$24.1K – – –
AIC
114
Ayalon Insurance Company
Israel
$21K – – –
PSB
115
Piscataqua Savings Bank
New Hampshire
$20.7K – – –
BCM
116
Blume Capital Management
California
$20.5K -$154K -3,750 -88%
PTC
117
Private Trust Company
Ohio
$20K -$18.7K -456 -48%
ACA
118
Aptus Capital Advisors
Alabama
$18.3K +$1.03K +25 +6%
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.3K +$1.03K +25 +6%
SF
120
Safeguard Financial
Wisconsin
$16K +$16K +408 New
MA
121
MCF Advisors
Kentucky
$15.4K +$164 +4 +1%
AWM
122
Avior Wealth Management
Nebraska
$14.8K -$20K -486 -57%
EWM
123
EPG Wealth Management
Georgia
$14.6K – – –
CIAS
124
Capital Investment Advisory Services
North Carolina
$13.5K – – –
TCOV
125
Trust Company of Vermont
Vermont
$12.3K +$12.3K +300 New
3 4
5
6 7