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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

157 hedge funds and large institutions have $1.08B invested in Invesco KBW Bank ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
37
Increased
39
Reduced
60
Closed
20
Calls
$81.6M
Puts
$9.84M
Net Calls
+$71.8M
Net Calls Change
+$76M

Top Buyers

1
Citigroup
1
Citigroup
New York
$118M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$37.9M
3
Bank of America
3
Bank of America
North Carolina
$367M
4
Barclays
4
Barclays
United Kingdom
$47.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$28.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
MMH
2
Menora Mivtachim Holdings
Israel
$0
3
QFA
3
Quattro Financial Advisors
Texas
$580K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$38K
5
MMA
5
Miracle Mile Advisors
California
$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$69.3K -$347K -7,000 -83%
CFGS
102
Concourse Financial Group Securities
Alabama
$59.5K – – –
MIFH
103
Migdal Insurance & Financial Holdings
Israel
$58K -$1.04M -20,948 -95%
NSG
104
Nalls Sherbakoff Group
Tennessee
$57.4K – – –
FMII
105
Farmers & Merchants Investments Inc
Nebraska
$40.3K – – –
YDMI
106
Y.D. More Investments
Israel
$39.8K -$14.3K -290 -26%
HIIFS
107
Harel Insurance Investments & Financial Services
Israel
$38K -$75.5M -1,550,000 -100%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$36.6K +$36.6K +744 New
Comerica Bank
109
Comerica Bank
Texas
$32.2K +$1.67K +34 +5%
HI
110
Harbour Investments
Wisconsin
$31.7K -$26.4K -536 -45%
TCOV
111
Trust Company of Vermont
Vermont
$30.3K +$15.5K +316 +105%
SWM
112
Spire Wealth Management
Virginia
$29.1K -$18.1K -375 -38%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$29.1K +$5.8K +118 +25%
PP
114
PFS Partners
New Jersey
$28.9K – – –
AIC
115
Ayalon Insurance Company
Israel
$25K – – –
PSB
116
Piscataqua Savings Bank
New Hampshire
$24.8K – – –
BCM
117
Blume Capital Management
California
$19.7K – – –
ACA
118
Aptus Capital Advisors
Alabama
$19.6K -$2.36K -48 -11%
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.6K -$3.35K -68 -15%
PWMG
120
Private Wealth Management Group
New Jersey
$18K +$18K +366 New
AWM
121
Avior Wealth Management
Nebraska
$17.9K +$197 +4 +1%
MA
122
MCF Advisors
Kentucky
$17.7K +$148 +3 +0.8%
HT
123
Headlands Technologies
Illinois
$17.4K -$14.9K -302 -46%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$17.4K +$11K +221 +171%
EWM
125
EPG Wealth Management
Georgia
$16.8K – – –
3 4
5
6 7