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Invesco KBW Bank ETF
KBWB

165 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, 45 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $164K

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $1.09B → $1.22B (+$138M)

6% more funds holding

Funds holding: 156 → 165 (+9)

2.71% less ownership

Funds ownership: 72.7% → 69.99% (-2.7%)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% 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
45
Reduced
56
Closed
18
Calls
$1.76M
Puts
$164K
Net Calls
+$1.6M
Net Calls Change
-$134K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$79.1M
2
FT
Fiduciary Trust
Massachusetts
+$26.3M
3
WBG
Wharton Business Group
Pennsylvania
+$24.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$20.4M
5
CWM
Congress Wealth Management
Massachusetts
+$16M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$47.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23M
3
WA
WP Advisors
California
-$20.7M
4
Morgan Stanley
Morgan Stanley
New York
-$19.8M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Optiver Holding
101
Optiver Holding
Netherlands
$244K +$236K +4,155 New
WSFS
102
Wilmington Savings Fund Society
Delaware
$242K +$235K +4,121 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$239K -$33.5K -588 -13%
FTS
104
Fifth Third Securities
Ohio
$238K -$8.71K -153 -4%
SB
105
Strategic Blueprint
Georgia
$237K -$10.2K -180 -4%
CG
106
Caprock Group
Idaho
$214K -$12.7K -223 -6%
SC
107
Sapient Capital
Indiana
$201K -$282K -4,957 -59%
Barclays
108
Barclays
United Kingdom
$148K – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$128K +$228 +4 +0.2%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$124K +$29.3K +515 +32%
SS
111
Sunbelt Securities
Texas
$98.7K +$569 +10 +0.6%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$98.3K +$7.46K +131 +8%
CFGS
113
Concourse Financial Group Securities
Alabama
$75.6K +$4.55K +80 +7%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$68.8K +$67.2K +1,181 New
HPC
115
HM Payson & Co
Maine
$67.8K +$65.8K +1,156 New
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$53.1K +$2.22K +39 +5%
Comerica Bank
117
Comerica Bank
Texas
$48.5K +$1.08K +19 +2%
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$48K – – –
YDMI
119
Y.D. More Investments
Israel
$47.5K – – –
SPIA
120
Steward Partners Investment Advisory
New York
$36.8K +$35.7K +627 New
SWM
121
Spire Wealth Management
Virginia
$34.8K – – –
PTC
122
Private Trust Company
Ohio
$33.2K +$15.1K +266 +89%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$32.7K -$735K -12,910 -96%
HT
124
Headlands Technologies
Illinois
$31.6K +$30.7K +539 New
CPA
125
Capital Performance Advisors
California
$29.3K +$28.5K +500 New
3 4
5
6 7

KBWB Hedge Fund Activity: Q3 2024 in Review

165 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2024, worth a combined $1.22B — up 13% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KBWB positions and 18 closed out — a net gain of 11 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Bank of America, adding an estimated $79.1M. The largest seller was JP Morgan Chase, cutting an estimated $47.1M.

  • 165 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2024, up from 156 in Q2 2024.
  • Funds reported $1.22B of Invesco KBW Bank ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 29 funds opened new Invesco KBW Bank ETF positions in Q3 2024 and 18 closed out, a net change of +11 holders.
  • The largest Invesco KBW Bank ETF buyer in Q3 2024 was Bank of America, an estimated $79.1M added.
  • The largest Invesco KBW Bank ETF seller in Q3 2024 was JP Morgan Chase, an estimated $47.1M sold.

Based on aggregated 13F filings for Q3 2024.