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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $1.01B invested in Invesco KBW Bank ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-9
Holders Change %
-5.73%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
16
Increased
31
Reduced
68
Closed
23
Calls
$18.9M
Puts
$2M
Net Calls
+$16.9M
Net Calls Change
-$54.8M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$78.4M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$105M
3
CI
3
Clal Insurance
Israel
$14M
4
CWM
4
Congress Wealth Management
Massachusetts
$11.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.3M

Top Sellers

1
Citigroup
1
Citigroup
New York
$4.7M
2
Barclays
2
Barclays
United Kingdom
$68K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$933K
4
Bank of America
4
Bank of America
North Carolina
$368M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$53.1K +$37.2K +693 +234%
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$43.9K – – –
YDMI
103
Y.D. More Investments
Israel
$43.5K – – –
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$38.8K -$1.13K -21 -3%
SWM
105
Spire Wealth Management
Virginia
$34.7K +$2.31K +43 +7%
HI
106
Harbour Investments
Wisconsin
$34.6K – – –
Comerica Bank
107
Comerica Bank
Texas
$34.1K -$1.02K -19 -3%
PP
108
PFS Partners
New Jersey
$31.5K – – –
TCOV
109
Trust Company of Vermont
Vermont
$30.4K -$2.68K -50 -8%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$28.3K -$3.43K -64 -11%
HIIFS
111
Harel Insurance Investments & Financial Services
Israel
$26K -$16.3K -300 -38%
BCM
112
Blume Capital Management
California
$21.5K – – –
AWM
113
Avior Wealth Management
Nebraska
$19.6K – – –
MA
114
MCF Advisors
Kentucky
$19.5K +$161 +3 +0.8%
EWM
115
EPG Wealth Management
Georgia
$19K – – –
CA
116
Clearstead Advisors
Ohio
$16.9K +$5.75K +106 +51%
CA
117
Continuum Advisory
Idaho
$16.6K +$16.6K +305 New
RIA
118
Realta Investment Advisors
Delaware
$16.1K +$16.1K +300 New
William Blair & Company
119
William Blair & Company
Illinois
$16K +$107 +2 +0.7%
ACA
120
Aptus Capital Advisors
Alabama
$14.8K -$6.65K -124 -31%
AF
121
Allworth Financial
California
$13.5K – – –
GWANC
122
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.5K -$8.85K -165 -44%
PTC
123
Private Trust Company
Ohio
$11.2K +$9.02K +168 +420%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$11.1K -$7.95K -146 -42%
T
125
Tidemark
California
$10.4K – – –
3 4
5
6 7