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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $2B invested in Invesco KBW Bank ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.6%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
24
Increased
51
Reduced
52
Closed
26
Calls
$3.53M
Puts
$1.07M
Net Calls
+$2.46M
Net Calls Change
+$4.09M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$528M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$182M
3
CI
3
Clal Insurance
Israel
$222M
4
PF
4
Phoenix Financial
Israel
$217M
5
Morgan Stanley
5
Morgan Stanley
New York
$80M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$1.89M
2
Bank of America
2
Bank of America
North Carolina
$28.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
PCA
4
PL Capital Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
EPG Wealth Management
Georgia
$44K +$44K +660 New
Citigroup
127
Citigroup
New York
$40K -$33.3K -500 -45%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$40K +$66 +1 +0.2%
SC
129
Solstein Capital
California
$38K -$2.59K -39 -6%
TWM
130
Tradition Wealth Management
Minnesota
$36K +$201 +3 +0.6%
CG
131
Cutler Group
California
$33K +$33K +500 New
AIC
132
Ayalon Insurance Company
Israel
$27K – – –
ACA
133
Aptus Capital Advisors
Alabama
$27K +$6.55K +98 +32%
PSB
134
Piscataqua Savings Bank
New Hampshire
$25K – – –
KFS
135
Kelly Financial Services
Massachusetts
$24.5K -$1.55M -23,070 -98%
CIAS
136
Capital Investment Advisory Services
North Carolina
$17K -$3.27K -50 -16%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$17K – – –
RFWA
138
RPg Family Wealth Advisory
Massachusetts
$16.6K – – –
TCWM
139
Total Clarity Wealth Management
Illinois
$15K +$15K +225 New
PVH
140
Psagot Value Holdings
Israel
$13K -$1.77M -26,575 -99%
LWANC
141
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K -$45.5K -650 -87%
HWA
142
HHM Wealth Advisors
Tennessee
$7K – – –
HWM
143
HighMark Wealth Management
Minnesota
$7K +$67 +1 +1%
WWM
144
Wagner Wealth Management
South Carolina
$6K -$13K -178 -68%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
Optiver Holding
146
Optiver Holding
Netherlands
$3K +$3K +43 New
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.52K +19 +317%
PCA
148
PL Capital Advisors
Florida
– -$11.9M -185,000 Closed
Baird Financial Group
149
Baird Financial Group
Wisconsin
– -$3.86M -59,938 Closed
Two Sigma Investments
150
Two Sigma Investments
New York
– -$3.5M -54,348 Closed
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