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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

140 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
36
Reduced
49
Closed
26
Calls
$4.07M
Puts
$8.36M
Net Calls
-$4.28M
Net Calls Change
-$8.23M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$232M
2
Bank of America
2
Bank of America
North Carolina
$271M
3
MMH
3
Menora Mivtachim Holdings
Israel
$154M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$48.1M
5
Barclays
5
Barclays
United Kingdom
$15.4M

Top Sellers

1
MIM
1
Morningstar Investment Management
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.73M
3
LPL Financial
3
LPL Financial
California
$3.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.4M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$36.3K -$58.3K -1,456 -62%
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$32.8K – – –
HT
103
Headlands Technologies
Illinois
$26.3K -$6.93K -173 -21%
Comerica Bank
104
Comerica Bank
Texas
$24.9K +$24.9K +621 New
PP
105
PFS Partners
New Jersey
$23.5K +$40 +1 +0.2%
PSB
106
Piscataqua Savings Bank
New Hampshire
$20.2K – – –
BWS
107
Buck Wealth Strategies
Colorado
$20K -$46.8K -1,168 -70%
AIC
108
Ayalon Insurance Company
Israel
$20K – – –
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$19K +$19K +473 New
ACA
110
Aptus Capital Advisors
Alabama
$17.9K – – –
GWANC
111
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.9K – – –
CA
112
Clearstead Advisors
Ohio
$16.4K +$8.26K +206 +102%
BCM
113
Blume Capital Management
California
$16K -$4.01K -100 -20%
AWM
114
Avior Wealth Management
Nebraska
$14.5K – – –
MA
115
MCF Advisors
Kentucky
$14.3K -$762 -19 -5%
EWM
116
EPG Wealth Management
Georgia
$14.2K – – –
TCOV
117
Trust Company of Vermont
Vermont
$12K – – –
William Blair & Company
118
William Blair & Company
Illinois
$11.8K -$17.9K -448 -60%
AF
119
Allworth Financial
California
$10.1K – – –
RIA
120
Realta Investment Advisors
Delaware
$8.21K – – –
GRP
121
Global Retirement Partners
California
$7.68K – – –
CIAS
122
Capital Investment Advisory Services
North Carolina
$5.49K -$7.65K -191 -58%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$5.04K – – –
GWM
124
Geneos Wealth Management
Colorado
$5.01K – – –
LWANC
125
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.01K – – –
3 4
5
6 7