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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $1.01B invested in Invesco KBW Bank ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-9
Holders Change %
-5.73%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
16
Increased
31
Reduced
68
Closed
23
Calls
$18.9M
Puts
$2M
Net Calls
+$16.9M
Net Calls Change
-$54.8M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$78.4M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$105M
3
CI
3
Clal Insurance
Israel
$14M
4
CWM
4
Congress Wealth Management
Massachusetts
$11.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.3M

Top Sellers

1
Citigroup
1
Citigroup
New York
$4.7M
2
Barclays
2
Barclays
United Kingdom
$68K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$933K
4
Bank of America
4
Bank of America
North Carolina
$368M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
126
Provenance Wealth Advisors
Florida
$9.93K – – –
IA
127
IFP Advisors
Florida
$9.87K – – –
PSB
128
Piscataqua Savings Bank
New Hampshire
$9.66K -$17.4K -324 -64%
MIFH
129
Migdal Insurance & Financial Holdings
Israel
$8K -$54.4K -1,020 -87%
CA
130
CoreCap Advisors
Michigan
$6.23K +$6.23K +116 New
US Bancorp
131
US Bancorp
Minnesota
$6.17K +$6.17K +115 New
TCM
132
TruNorth Capital Management
Michigan
$6.12K +$6.12K +114 New
LWANC
133
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.37K – – –
CHA
134
Carmichael Hill & Associates
Maryland
$4.78K – – –
CIAS
135
Capital Investment Advisory Services
North Carolina
$3.97K – – –
IGWM
136
ICA Group Wealth Management
Colorado
$3.97K – – –
AIM
137
Access Investment Management
Georgia
$3.22K – – –
CFD
138
Creative Financial Designs
Indiana
$2.52K – – –
CG
139
Cutler Group
California
$2K -$552K -12,147 -100%
CAL
140
Capital Analysts LLC
Pennsylvania
$2K -$136K -2,644 -99%
EDRH
141
Edmond de Rothschild Holding
Switzerland
$1.61K – – –
MIM
142
MTM Investment Management
South Carolina
$1.4K +$1.4K +26 New
AA
143
Ancora Advisors
Ohio
$1.34K -$5.58K -104 -81%
KFI
144
Key Financial Inc
Pennsylvania
$1.02K – – –
LFG
145
Larson Financial Group
Missouri
$966 +$429 +8 +80%
LCM
146
Logan Capital Management
Pennsylvania
$873 – – –
AWM
147
Abound Wealth Management
Tennessee
$596 +$596 +11 New
MRCM
148
M&R Capital Management
New Jersey
$537 – – –
Parallax Volatility Advisers
149
Parallax Volatility Advisers
California
– -$1.07M -21,726 Closed
Jane Street
150
Jane Street
New York
– -$854K -17,367 Closed
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