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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

157 hedge funds and large institutions have $1.08B invested in Invesco KBW Bank ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
37
Increased
39
Reduced
60
Closed
20
Calls
$81.6M
Puts
$9.84M
Net Calls
+$71.8M
Net Calls Change
+$76M

Top Buyers

1
Citigroup
1
Citigroup
New York
$118M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$37.9M
3
Bank of America
3
Bank of America
North Carolina
$367M
4
Barclays
4
Barclays
United Kingdom
$47.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$28.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
MMH
2
Menora Mivtachim Holdings
Israel
$0
3
QFA
3
Quattro Financial Advisors
Texas
$580K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$38K
5
MMA
5
Miracle Mile Advisors
California
$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$14.6K +$49 +1 +0.3%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$14.6K +$11.6K +236 +393%
AF
128
Allworth Financial
California
$12.3K – – –
TWM
129
Tradition Wealth Management
Minnesota
$12K -$62.7K -1,248 -84%
CA
130
Clearstead Advisors
Ohio
$10.1K -$9.93K -202 -50%
T
131
Tidemark
California
$9.54K +$9.54K +194 New
PWA
132
Provenance Wealth Advisors
Florida
$9.1K +$9.1K +185 New
IA
133
IFP Advisors
Florida
$9.05K -$1.07M -21,743 -99%
AA
134
Ancora Advisors
Ohio
$6.35K +$6.35K +129 New
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.92K – – –
RFA
136
Register Financial Advisors
Georgia
$4.72K +$4.72K +96 New
CHA
137
Carmichael Hill & Associates
Maryland
$4.38K +$4.38K +89 New
PS
138
Principal Securities
Iowa
$4.33K +$4.33K +88 New
HPC
139
HM Payson & Co
Maine
$3.79K +$3.79K +77 New
CIAS
140
Capital Investment Advisory Services
North Carolina
$3.64K -$3.1K -63 -46%
IGWM
141
ICA Group Wealth Management
Colorado
$3.64K +$3.64K +74 New
SPIA
142
Steward Partners Investment Advisory
New York
$3.49K – – –
PB
143
Pinnacle Bancorp
Nebraska
$3.05K +$3.05K +62 New
AIM
144
Access Investment Management
Georgia
$2.95K +$2.95K +60 New
CFD
145
Creative Financial Designs
Indiana
$2.31K – – –
HGA
146
Hobbs Group Advisors
South Carolina
$2.21K +$2.21K +45 New
TWC
147
TD Waterhouse Canada
Ontario, Canada
$2.01K -$2.4K -49 -54%
PTC
148
Private Trust Company
Ohio
$1.97K – – –
EDRH
149
Edmond de Rothschild Holding
Switzerland
$1.48K – – –
TVAMP
150
Tennessee Valley Asset Management Partners
Tennessee
$1.03K +$1.03K +21 New
4 5
6
7 8