We are live on ! Find out more
KBWB icon

Invesco KBW Bank ETF
KBWB

160 hedge funds and large institutions have $978M invested in Invesco KBW Bank ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $3.82M | Put options by funds: $1.19M

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

15% more funds holding

Funds holding: 139 → 160 (+21)

4.62% more ownership

Funds ownership: 51.55% → 56.17% (+4.6%)

4% more capital invested

Capital invested by funds: $941M → $978M (+$36.8M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
160
Holders Change
+21
Holders Change %
+15.11%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
38
Increased
40
Reduced
50
Closed
16
Calls
$3.82M
Puts
$1.19M
Net Calls
+$2.63M
Net Calls Change
+$8.24M

Top Buyers

1
PF
Phoenix Financial
Israel
+$73.8M
2
Goldman Sachs
Goldman Sachs
New York
+$6.02M
3
RIG
RiverFront Investment Group
Virginia
+$4.6M
4
RJA
Raymond James & Associates
Florida
+$4.34M
5
AI
Accredited Investors
Minnesota
+$3.71M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$77M
2
Bank of America
Bank of America
North Carolina
-$18M
3
OWA
Octavia Wealth Advisors
Ohio
-$6.03M
4
Prudential Financial
Prudential Financial
New Jersey
-$5.05M
5
AS
Altshuler Shaham
Israel
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$41K +$997 +19 +2%
AF
127
Allworth Financial
California
$38.7K – – –
EWM
128
EPG Wealth Management
Georgia
$34.1K – – –
Citigroup
129
Citigroup
New York
$31K – – –
PP
130
PFS Partners
New Jersey
$30.3K – – –
IA
131
IFP Advisors
Florida
$29K -$74.1K -1,412 -74%
PTC
132
Private Trust Company
Ohio
$29K -$54.8K -1,044 -65%
MIM
133
Macroview Investment Management
Maryland
$29K -$315 -6 -1%
PSB
134
Piscataqua Savings Bank
New Hampshire
$26K – – –
AIC
135
Ayalon Insurance Company
Israel
$26K – – –
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$23.8K – – –
CT
137
Caldwell Trust
Florida
$23.2K – – –
TPCW
138
TD Private Client Wealth
New York
$19.3K +$11K +210 +128%
MA
139
MCF Advisors
Kentucky
$19K +$157 +3 +0.8%
CIAS
140
Capital Investment Advisory Services
North Carolina
$16.9K -$2.83K -54 -14%
ACA
141
Aptus Capital Advisors
Alabama
$16.1K – – –
GWANC
142
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.1K – – –
CIA
143
Choate Investment Advisors
Massachusetts
$13.7K – – –
BAM
144
Belpointe Asset Management
Nevada
$12.1K +$12.3K +234 New
TWM
145
Tradition Wealth Management
Minnesota
$12K +$105 +2 +0.9%
US Bancorp
146
US Bancorp
Minnesota
$11.2K +$11.4K +217 New
PVH
147
Psagot Value Holdings
Israel
$10K – – –
AWM
148
Avior Wealth Management
Nebraska
$9.64K +$5.3K +101 +119%
PFA
149
Pathway Financial Advisers
Indiana
$7.41K +$7.56K +144 New
GWM
150
Geneos Wealth Management
Colorado
$6.45K -$630 -12 -9%
4 5
6
7 8

KBWB Hedge Fund Activity: Q4 2022 in Review

160 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2022, worth a combined $978M — up 3.9% from $941M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KBWB positions and 16 closed out — a net gain of 22 holders — while 40 added to existing stakes and 50 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $73.8M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $77M.

  • 160 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2022, up from 139 in Q3 2022.
  • Funds reported $978M of Invesco KBW Bank ETF stock for Q4 2022, up 3.9% quarter-over-quarter.
  • 38 funds opened new Invesco KBW Bank ETF positions in Q4 2022 and 16 closed out, a net change of +22 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2022 was Phoenix Financial, an estimated $73.8M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2022 was Migdal Insurance & Financial Holdings, an estimated $77M sold.

Based on aggregated 13F filings for Q4 2022.