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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
27
Increased
39
Reduced
50
Closed
17
Calls
$1.98M
Puts
$246K
Net Calls
+$1.73M
Net Calls Change
-$15.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$101M
2
CWM
2
Congress Wealth Management
Massachusetts
$37.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$121M
4
GCA
4
Guardian Capital Advisors
Ontario, Canada
$13.7M
5
PCP
5
Perbak Capital Partners
United Kingdom
$9.24M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$353M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.2M
5
NPPM
5
North Point Portfolio Managers
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
101
Caprock Group
Idaho
$207K – – –
Mariner
102
Mariner
Kansas
$204K +$204K +3,814 New
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$201K +$201K +3,748 New
NA
104
NewEdge Advisors
Louisiana
$192K -$440K -8,221 -70%
Barclays
105
Barclays
United Kingdom
$135K +$67.4K +1,264 +100%
LIA
106
Lynx Investment Advisory
District of Columbia
$121K +$121K +2,260 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$117K +$77.9K +1,456 +201%
HFM
108
Harvest Fund Management
China
$93K – – –
SS
109
Sunbelt Securities
Texas
$89.6K +$589 +11 +0.7%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$85.2K +$32.3K +604 +61%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$82.7K -$2.25K -42 -3%
CFGS
112
Concourse Financial Group Securities
Alabama
$64.7K – – –
FFA
113
Farther Finance Advisors
California
$53.8K +$53.8K +999 New
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$44K +$15.8K +295 +56%
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$43.8K – – –
YDMI
116
Y.D. More Investments
Israel
$43.3K – – –
Comerica Bank
117
Comerica Bank
Texas
$43.2K +$9.2K +172 +27%
IAIM
118
International Assets Investment Management
Florida
$42.8K +$42.8K +800 New
SWM
119
Spire Wealth Management
Virginia
$31.7K -$2.84K -53 -8%
HIIFS
120
Harel Insurance Investments & Financial Services
Israel
$26K – – –
BCM
121
Blume Capital Management
California
$21.4K – – –
MA
122
MCF Advisors
Kentucky
$19.6K +$160 +3 +0.8%
EWM
123
EPG Wealth Management
Georgia
$19K -$19K -355 Closed
CA
124
Clearstead Advisors
Ohio
$16.8K +$107 +2 +0.6%
CA
125
Continuum Advisory
Idaho
$16.4K +$107 +2 +0.7%
3 4
5
6 7