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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

171 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
Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.71%
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

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$302M
2
SC
2
Sculptor Capital
New York
$71.5M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$56.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.1M
5
Temasek Holdings
5
Temasek Holdings
Singapore
$76.4M

Top Sellers

1
CI
1
Clal Insurance
Israel
$143M
2
Bessemer Group
2
Bessemer Group
New Jersey
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$26.4M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$0
5
EF
5
Empowered Funds
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
126
Macroview Investment Management
Maryland
$160K -$1.22M -19,201 -88%
PA
127
Parallel Advisors
California
$147K – – –
GWM
128
Geneos Wealth Management
Colorado
$145K -$12.2K -192 -8%
CWA
129
Clearview Wealth Advisors
Oregon
$136K +$256 +4 +0.2%
WT
130
Whittier Trust
California
$132K +$702 +11 +0.5%
CA
131
Clearstead Advisors
Ohio
$118K – – –
IA
132
IFP Advisors
Florida
$108K +$108K +1,902 New
BWA
133
BDO Wealth Advisors
Florida
$107K -$1.92K -30 -2%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$102K -$10.1K -159 -9%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$99K +$93.9K +1,479 +1,849%
MCC
136
Money Concepts Capital
Florida
$95K +$95K +1,485 New
Barclays
137
Barclays
United Kingdom
$93K – – –
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$90K +$51.2K +804 +132%
AWMS
139
Advocacy Wealth Management Services
Georgia
$85K -$18.4M -292,489 -100%
GTAM
140
Global Trust Asset Management
Florida
$71K -$218K -3,408 -75%
FFWM
141
Future Financial Wealth Management
Ohio
$70K – – –
SWM
142
Spire Wealth Management
Virginia
$60K – – –
AF
143
Advisornet Financial
Minnesota
$57K +$379 +6 +0.7%
FMII
144
Farmers & Merchants Investments Inc
Nebraska
$52K – – –
AF
145
Allworth Financial
California
$48K – – –
EWM
146
EPG Wealth Management
Georgia
$42K – – –
Jones Financial Companies
147
Jones Financial Companies
Missouri
$40K +$40K +624 New
PFS
148
Prospera Financial Services
Texas
$34K +$34K +535 New
PSB
149
Piscataqua Savings Bank
New Hampshire
$32K – – –
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$29K +$29K +462 New
4 5
6
7 8