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Invesco KBW Bank ETF
KBWB

203 hedge funds and large institutions have $2.45B invested in Invesco KBW Bank ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

944% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $248K

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

100% more capital invested

Capital invested by funds: $1.22B → $2.45B (+$1.23B)

23% more funds holding

Funds holding: 165 → 203 (+38)

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

0.33% more ownership

Funds ownership: 69.99% → 70.32% (+0.33%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
203
Holders Change
+38
Holders Change %
+23.03%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
59
Increased
59
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
Clal Insurance
Israel
+$175M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$175M
3
Citigroup
Citigroup
New York
+$50.5M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$40.5M
5
HI
Horizon Investments
North Carolina
+$25.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$65.8M
2
Bank of America
Bank of America
North Carolina
-$19.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.9M
4
WBG
Wharton Business Group
Pennsylvania
-$12.3M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
101
Atria Investments
North Carolina
$502K -$41.2K -630 -8%
FFA
102
Farther Finance Advisors
California
$491K -$38.9K -595 -7%
IFG
103
Independent Financial Group
California
$467K +$33.1K +506 +8%
PAG
104
Private Advisor Group
New Jersey
$458K +$458K +7,008 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$452K -$394K -6,020 -47%
MMA
106
Miracle Mile Advisors
California
$437K -$8.43K -129 -2%
BHB
107
Bank Hapoalim BM
Israel
$421K – – –
CAM
108
Clark Asset Management
New Hampshire
$420K +$2.29K +35 +0.5%
AWMS
109
Advocacy Wealth Management Services
Georgia
$417K +$417K +6,374 New
TWM
110
Tanager Wealth Management
United Kingdom
$396K +$396K +6,057 New
AI
111
Accredited Investors
Minnesota
$387K -$50.9K -779 -12%
HighTower Advisors
112
HighTower Advisors
Illinois
$383K +$45.7K +699 +14%
Cerity Partners
113
Cerity Partners
New York
$369K +$41K +627 +12%
Simplex Trading
114
Simplex Trading
Illinois
$365K +$363K +5,554 +15,428%
IWC
115
Integrated Wealth Concepts
Massachusetts
$345K +$21.2K +324 +7%
FI
116
Fosun International
China
$327K -$327K -5,000 -50%
M&T Bank
117
M&T Bank
New York
$327K – – –
GT
118
Glenmede Trust
Pennsylvania
$320K – – –
BP
119
Broadleaf Partners
Ohio
$316K -$42.5K -650 -12%
NA
120
NewEdge Advisors
Louisiana
$300K -$127K -1,943 -30%
FC
121
Fairscale Capital
New Hampshire
$291K – – –
Mariner
122
Mariner
Kansas
$288K +$588 +9 +0.2%
WSFS
123
Wilmington Savings Fund Society
Delaware
$287K +$17.3K +264 +6%
TFA
124
Tranquilli Financial Advisor
New Jersey
$282K +$282K +4,320 New
DCA
125
DSG Capital Advisors
Minnesota
$282K +$282K +4,318 New
3 4
5
6 7

KBWB Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2024, worth a combined $2.45B — up 100% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KBWB positions and 16 closed out — a net gain of 43 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was Clal Insurance, adding an estimated $175M. The largest seller was JP Morgan Chase, cutting an estimated $65.8M.

  • 203 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2024, up from 165 in Q3 2024.
  • Funds reported $2.45B of Invesco KBW Bank ETF stock for Q4 2024, up 100% quarter-over-quarter.
  • 59 funds opened new Invesco KBW Bank ETF positions in Q4 2024 and 16 closed out, a net change of +43 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2024 was Clal Insurance, an estimated $175M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2024 was JP Morgan Chase, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2024.