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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

140 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
36
Reduced
49
Closed
26
Calls
$4.07M
Puts
$8.36M
Net Calls
-$4.28M
Net Calls Change
-$8.23M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$232M
2
Bank of America
Bank of America
North Carolina
$271M
3
MMH
Menora Mivtachim Holdings
Israel
$154M
4
Fisher Asset Management
Fisher Asset Management
Washington
$48.1M
5
Barclays
Barclays
United Kingdom
$15.4M

Top Sellers

1
MIM
Morningstar Investment Management
Illinois
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.73M
3
LPL Financial
LPL Financial
California
$3.12M
4
Morgan Stanley
Morgan Stanley
New York
$16.4M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
126
TD Waterhouse Canada
Ontario, Canada
$3.52K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$2.85K -$3.13K -78 -52%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$2.4K -$4.69K -117 -66%
MIM
129
Macroview Investment Management
Maryland
$2.37K – – –
CAL
130
Capital Analysts LLC
Pennsylvania
$2K +$2K +39 New
CFD
131
Creative Financial Designs
Indiana
$1.88K – – –
SSWM
132
Sheets Smith Wealth Management
North Carolina
$1.84K +$1.84K +46 New
PTC
133
Private Trust Company
Ohio
$1.6K -$17.9K -447 -92%
EDRH
134
Edmond de Rothschild Holding
Switzerland
$1.2K – – –
CCP
135
Carmel Capital Partners
California
$1.12K +$1.12K +28 New
KFI
136
Key Financial Inc
Pennsylvania
$761 +$761 +19 New
MRCM
137
M&R Capital Management
New Jersey
$401 – – –
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$280 +$280 +7 New
GI
139
Gradient Investments
Minnesota
$125 – – –
PMFA
140
Plante Moran Financial Advisors
Michigan
$120 +$120 +3 New
MIM
141
Morningstar Investment Management
Illinois
– -$34.8M -847,385 Closed
SG Americas Securities
142
SG Americas Securities
New York
– -$5.08M -123,674 Closed
PF
143
Phoenix Financial
Israel
– -$2.11M -51,285 Closed
QIM
144
Quantitative Investment Management
Virginia
– -$2.07M -50,496 Closed
PCIG
145
Partners Capital Investment Group
Massachusetts
– -$2.01M -48,981 Closed
WC
146
Wexford Capital
Florida
– -$1.83M -44,522 Closed
JC
147
JCSD Capital
California
– -$1.77M -43,000 Closed
Baird Financial Group
148
Baird Financial Group
Wisconsin
– -$1.38M -33,538 Closed
LSAG
149
Lake Street Advisors Group
New Hampshire
– -$1.01M -24,523 Closed
KF
150
Krilogy Financial
Missouri
– -$947K -23,062 Closed
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