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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $739M invested in Invesco KBW Bank ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
33
Increased
48
Reduced
50
Closed
35
Calls
$5.01M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$8.25M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$91.3M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
$65.1M
3
Bank of America
Bank of America
North Carolina
$43.8M
4
MIM
Morningstar Investment Management
Illinois
$30.4M
5
Wells Fargo
Wells Fargo
California
$21.7M

Top Sellers

1
CI
Clal Insurance
Israel
$21M
2
PF
Phoenix Financial
Israel
$162M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$0
4
AI
Accredited Investors
Minnesota
$956K
5
MIM
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSB
126
Piscataqua Savings Bank
New Hampshire
$21.2K – – –
AIC
127
Ayalon Insurance Company
Israel
$21K – – –
GWANC
128
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.7K +$4.62K +110 +35%
ACA
129
Aptus Capital Advisors
Alabama
$17.7K +$4.62K +110 +35%
MA
130
MCF Advisors
Kentucky
$15.6K +$126 +3 +0.8%
EWM
131
EPG Wealth Management
Georgia
$14.9K -$12.8K -305 -46%
CIAS
132
Capital Investment Advisory Services
North Carolina
$13.8K – – –
William Blair & Company
133
William Blair & Company
Illinois
$12.2K -$21.5K -512 -64%
CIA
134
Choate Investment Advisors
Massachusetts
$11.1K – – –
AF
135
Allworth Financial
California
$10.5K -$20.9K -498 -66%
BFO
136
Biltmore Family Office
North Carolina
$10.5K +$10.5K +250 New
TWM
137
Tradition Wealth Management
Minnesota
$10K +$86 +2 +0.9%
TWC
138
TD Waterhouse Canada
Ontario, Canada
$8.33K +$8.33K +165 New
BAM
139
Belpointe Asset Management
Nevada
$7.98K -$1.85K -44 -19%
GRP
140
Global Retirement Partners
California
$7.69K +$7.69K +200 New
PFA
141
Pathway Financial Advisers
Indiana
$6.03K – – –
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$5.41K +$5.41K +129 New
GWM
143
Geneos Wealth Management
Colorado
$5.25K – – –
LWANC
144
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.2K – – –
CA
145
Clearstead Advisors
Ohio
$4.2K +$4.2K +100 New
WWM
146
Wagner Wealth Management
South Carolina
$3.44K – – –
IGWM
147
ICA Group Wealth Management
Colorado
$3.11K – – –
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$2.84K +$584 +13,907 +26%
KFI
149
Key Financial Inc
Pennsylvania
$2.56K – – –
CFGS
150
Concourse Financial Group Securities
Alabama
$2.52K +$2.52K +60 New
4 5
6
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