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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

149 hedge funds and large institutions have $990M invested in Invesco KBW Bank ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 43 closing their positions.

Holders
149
Holders Change
-22
Holders Change %
-12.87%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
22
Increased
48
Reduced
49
Closed
43
Calls
$812K
Puts
$509K
Net Calls
+$303K
Net Calls Change
-$628K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.9M
2
PF
2
Phoenix Financial
Israel
$185M
3
AS
3
Altshuler Shaham
Israel
$22.4M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$17.3M
5
MIM
5
Miller Investment Management
Pennsylvania
$17M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$0
3
Temasek Holdings
3
Temasek Holdings
Singapore
$0
4
SC
4
Sculptor Capital
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$36.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$24K 462 – –
CIAS
127
Capital Investment Advisory Services
North Carolina
$20K 382 +382 New
KFS
128
Kelly Financial Services
Massachusetts
$19.3K 373 +3 +0.8%
MA
129
MCF Advisors
Kentucky
$19K 360 +360 New
ACA
130
Aptus Capital Advisors
Alabama
$16K 312 +312 New
AW
131
ACG Wealth
Georgia
$15K 292 +292 New
TWM
132
Tradition Wealth Management
Minnesota
$12K 225 +1 +0.4%
TCWM
133
Total Clarity Wealth Management
Illinois
$12K 225 +225 New
BCM
134
Birch Capital Management
Texas
$10.9K 210 +210 New
PVH
135
Psagot Value Holdings
Israel
$10K 195 – –
TPCW
136
TD Private Client Wealth
New York
$8.49K 164 +49 +43%
SC
137
Solstein Capital
California
$7K 133 – –
GTAM
138
Global Trust Asset Management
Florida
$5K 100 -1,009 -91%
CFD
139
Creative Financial Designs
Indiana
$5K 87 -14 -14%
LWANC
140
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 100 – –
WWM
141
Wagner Wealth Management
South Carolina
$4K 82 -82 -50%
AWM
142
Avior Wealth Management
Nebraska
$4K 84 +84 New
KFI
143
Key Financial Inc
Pennsylvania
$3K 61 – –
CAGAS
144
Capital Advisory Group Advisory Services
Minnesota
$3K 51 +51 New
CAL
145
Capital Analysts LLC
Pennsylvania
$2K 30 – –
EDRH
146
Edmond de Rothschild Holding
Switzerland
$2K 30 – –
S
147
SignatureFD
Georgia
$1K 11 +2 +22%
ED
148
Exane Derivatives
France
$52 1 – –
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$19 372 -4,078 -92%
VMPIC
150
Varma Mutual Pension Insurance Co
Finland
– – -4,735,188 Closed
4 5
6
7 8