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Invesco KBW Bank ETF

169 hedge funds and large institutions have $1.52B invested in Invesco KBW Bank ETF in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+21
Holders Change %
+14.19%
% of All Funds
2.61%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
40
Increased
60
Reduced
39
Closed
17
Calls
$1.73M
Puts
$529K
Net Calls
+$1.2M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
126
Clearview Wealth Advisors
Oregon
$144K -$17.3K -255 -11%
WT
127
Whittier Trust
California
$140K +$953 +14 +0.7%
CA
128
Clearstead Advisors
Ohio
$125K +$125K +1,845 New
Fidelity Investments
129
Fidelity Investments
Massachusetts
$120K +$4.42K +65 +4%
BWA
130
BDO Wealth Advisors
Florida
$115K -$34.2K -506 -23%
KPCM
131
Kings Point Capital Management
New York
$108K
Barclays
132
Barclays
United Kingdom
$99K +$99K +1,462 New
HI
133
Harbour Investments
Wisconsin
$84K +$35.9K +528 +75%
EVM
134
Eaton Vance Management
Massachusetts
$83K
HIIFS
135
Harel Insurance Investments & Financial Services
Israel
$82K +$82K +1,200 New
FFWM
136
Future Financial Wealth Management
Ohio
$77K +$77K +1,102 New
SWM
137
Spire Wealth Management
Virginia
$64K +$19.9K +294 +45%
CFD
138
Creative Financial Designs
Indiana
$63K +$6.44K +95 +11%
AF
139
Advisornet Financial
Minnesota
$61K +$340 +5 +0.6%
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$56K
Citigroup
141
Citigroup
New York
$53K +$12.2K +179 +30%
AF
142
Allworth Financial
California
$51K
Optiver Holding
143
Optiver Holding
Netherlands
$48K +$45.1K +657 +1,528%
EWM
144
EPG Wealth Management
Georgia
$45K
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$41K +$202 +3 +0.5%
SC
146
Solstein Capital
California
$39K
AP
147
Advisors Preferred
Maryland
$38K +$38K +540 New
PSB
148
Piscataqua Savings Bank
New Hampshire
$34K +$9.18K +136 +37%
CAL
149
Capital Analysts LLC
Pennsylvania
$33K +$33K +490 New
CG
150
Cutler Group
California
$27K -$6.75K -100 -20%