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Invesco KBW Bank ETF
KBWB

173 hedge funds and large institutions have $1.62B invested in Invesco KBW Bank ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $1.24M

22% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 51

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

6% more capital invested

Capital invested by funds: $1.52B → $1.62B (+$97.5M)

1.98% more ownership

Funds ownership: 55.86% → 57.85% (+2%)

1% more funds holding

Funds holding: 171 → 173 (+2)

38% less funds holding in top 10

Funds holding in top 10: 13 → 8 (-5)

Holders
173
Holders Change
+2
Holders Change %
+1.17%
% of All Funds
2.73%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.13%
New
30
Increased
62
Reduced
51
Closed
26
Calls
$2.17M
Puts
$1.24M
Net Calls
+$931K
Net Calls Change
-$270K

Top Buyers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$256M
2
SC
Sculptor Capital
New York
+$77.7M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$61.3M
4
Morgan Stanley
Morgan Stanley
New York
+$18.5M
5
Temasek Holdings
Temasek Holdings
Singapore
+$17.3M

Top Sellers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
-$130M
2
JP Morgan Chase
JP Morgan Chase
New York
-$41.6M
3
Bessemer Group
Bessemer Group
New Jersey
-$39.2M
4
NSLI
Nan Shan Life Insurance
Taiwan
-$34.5M
5
EF
Empowered Funds
Pennsylvania
-$25.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$201K +$11.6K +167 +6%
MIM
127
Macroview Investment Management
Maryland
$160K -$1.33M -19,201 -88%
PA
128
Parallel Advisors
California
$147K – – –
GWM
129
Geneos Wealth Management
Colorado
$145K -$13.3K -192 -8%
CWA
130
Clearview Wealth Advisors
Oregon
$136K +$277 +4 +0.2%
WT
131
Whittier Trust
California
$132K +$763 +11 +0.5%
CA
132
Clearstead Advisors
Ohio
$118K – – –
IA
133
IFP Advisors
Florida
$108K +$132K +1,902 New
BWA
134
BDO Wealth Advisors
Florida
$107K -$2.08K -30 -2%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$102K -$11K -159 -9%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$99K +$103K +1,479 +1,849%
MCC
137
Money Concepts Capital
Florida
$95K +$103K +1,485 New
Barclays
138
Barclays
United Kingdom
$93K – – –
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$90K +$55.7K +804 +132%
AWMS
140
Advocacy Wealth Management Services
Georgia
$85K -$20.3M -292,489 -100%
GTAM
141
Global Trust Asset Management
Florida
$71K -$236K -3,408 -75%
FFWM
142
Future Financial Wealth Management
Ohio
$70K – – –
SWM
143
Spire Wealth Management
Virginia
$60K – – –
AF
144
Advisornet Financial
Minnesota
$57K +$416 +6 +0.7%
FMII
145
Farmers & Merchants Investments Inc
Nebraska
$52K – – –
AF
146
Allworth Financial
California
$48K – – –
EWM
147
EPG Wealth Management
Georgia
$42K – – –
Jones Financial Companies
148
Jones Financial Companies
Missouri
$40K +$43.3K +624 New
PFS
149
Prospera Financial Services
Texas
$34K +$37.1K +535 New
PSB
150
Piscataqua Savings Bank
New Hampshire
$32K – – –
4 5
6
7 8

KBWB Hedge Fund Activity: Q1 2022 in Review

173 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q1 2022, worth a combined $1.62B — up 6.4% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KBWB positions and 26 closed out — a net gain of 4 holders — while 62 added to existing stakes and 51 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $256M. The largest seller was Clal Insurance, cutting an estimated $130M.

  • 173 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q1 2022, up from 171 in Q4 2021.
  • Funds reported $1.62B of Invesco KBW Bank ETF stock for Q1 2022, up 6.4% quarter-over-quarter.
  • 30 funds opened new Invesco KBW Bank ETF positions in Q1 2022 and 26 closed out, a net change of +4 holders.
  • The largest Invesco KBW Bank ETF buyer in Q1 2022 was Varma Mutual Pension Insurance Co, an estimated $256M added.
  • The largest Invesco KBW Bank ETF seller in Q1 2022 was Clal Insurance, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2022.