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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

145 hedge funds and large institutions have $748M invested in Invesco KBW Bank ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
23
Increased
41
Reduced
52
Closed
32
Calls
$8.05M
Puts
$4.1M
Net Calls
+$3.95M
Net Calls Change
+$9.56M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$193M
2
MMH
Menora Mivtachim Holdings
Israel
$81.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.7M
4
MMA
Miracle Mile Advisors
California
$13.6M
5
MIM
Morningstar Investment Management
Illinois
$34.8M

Top Sellers

1
PF
Phoenix Financial
Israel
$2.11M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$34.1M
3
CI
Clal Insurance
Israel
$0
4
Goldman Sachs
Goldman Sachs
New York
$31.8M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$10.3K – – –
CA
127
Clearstead Advisors
Ohio
$8.3K +$4.19K +102 +102%
GRP
128
Global Retirement Partners
California
$8.21K – – –
RIA
129
Realta Investment Advisors
Delaware
$8.21K +$8.21K +200 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$7.27K -$34.2K -832 -82%
SPIA
131
Steward Partners Investment Advisory
New York
$6.12K -$216K -5,269 -97%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$5.29K – – –
GWM
133
Geneos Wealth Management
Colorado
$5.13K – – –
CFGS
134
Concourse Financial Group Securities
Alabama
$4.52K +$2.05K +50 +83%
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.11K – – –
TWC
136
TD Waterhouse Canada
Ontario, Canada
$3.69K -$3.08K -75 -45%
IGWM
137
ICA Group Wealth Management
Colorado
$3.04K – – –
MIM
138
Macroview Investment Management
Maryland
$2.42K -$20.6K -502 -89%
CFD
139
Creative Financial Designs
Indiana
$1.93K – – –
EDRH
140
Edmond de Rothschild Holding
Switzerland
$1.23K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$575 -$1.5M -36,435 -100%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$534 +$534 +13 New
PA
143
Parallel Advisors
California
$411 +$411 +10 New
MRCM
144
M&R Capital Management
New Jersey
$410 – – –
GI
145
Gradient Investments
Minnesota
$127 – – –
CI
146
Clal Insurance
Israel
– -$21M -500,000 Closed
Millennium Management
147
Millennium Management
New York
– -$6.52M -155,370 Closed
HF
148
HRT Financial
New York
– -$5.55M -132,173 Closed
B
149
Bensler
Washington
– -$5.01M -119,346 Closed
IP
150
Interval Partners
New York
– -$2.88M -68,708 Closed
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