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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

164 hedge funds and large institutions have $1.22B invested in Invesco KBW Bank ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
44
Reduced
56
Closed
18
Calls
$1.76M
Puts
$164K
Net Calls
+$1.6M
Net Calls Change
-$134K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$468M
2
FT
2
Fiduciary Trust
Massachusetts
$27.1M
3
WBG
3
Wharton Business Group
Pennsylvania
$116M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
CWM
5
Congress Wealth Management
Massachusetts
$58M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$61.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$6.28M
3
WA
3
WP Advisors
California
$5.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
101
Wilmington Savings Fund Society
Delaware
$242K +$242K +4,121 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$239K -$34.4K -588 -13%
FTS
103
Fifth Third Securities
Ohio
$238K -$8.97K -153 -4%
SB
104
Strategic Blueprint
Georgia
$237K -$10.5K -180 -4%
CG
105
Caprock Group
Idaho
$214K -$13.1K -223 -6%
SC
106
Sapient Capital
Indiana
$201K -$291K -4,957 -59%
Barclays
107
Barclays
United Kingdom
$149K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$128K +$234 +4 +0.2%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$124K +$30.2K +515 +32%
SS
110
Sunbelt Securities
Texas
$98.7K +$586 +10 +0.6%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$98.3K +$7.68K +131 +8%
CFGS
112
Concourse Financial Group Securities
Alabama
$75.6K +$4.69K +80 +7%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$68.8K +$68.8K +1,181 New
HPC
114
HM Payson & Co
Maine
$67.8K +$67.8K +1,156 New
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$53.1K +$2.41K +39 +5%
Comerica Bank
116
Comerica Bank
Texas
$48.5K +$1.11K +19 +2%
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$48K – – –
YDMI
118
Y.D. More Investments
Israel
$47.5K – – –
SPIA
119
Steward Partners Investment Advisory
New York
$36.8K +$36.8K +627 New
SWM
120
Spire Wealth Management
Virginia
$34.8K – – –
PTC
121
Private Trust Company
Ohio
$33.2K +$15.6K +266 +89%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$32.7K -$757K -12,910 -96%
HT
123
Headlands Technologies
Illinois
$31.6K +$31.6K +539 New
CPA
124
Capital Performance Advisors
California
$29.3K +$29.3K +500 New
HIIFS
125
Harel Insurance Investments & Financial Services
Israel
$28K – – –
3 4
5
6 7