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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
27
Increased
39
Reduced
50
Closed
17
Calls
$1.98M
Puts
$246K
Net Calls
+$1.73M
Net Calls Change
-$15.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$101M
2
CWM
2
Congress Wealth Management
Massachusetts
$37.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$121M
4
GCA
4
Guardian Capital Advisors
Ontario, Canada
$13.7M
5
PCP
5
Perbak Capital Partners
United Kingdom
$9.24M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$353M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.2M
5
NPPM
5
North Point Portfolio Managers
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
126
Trust Company of Vermont
Vermont
$16.2K -$14.1K -264 -47%
RIA
127
Realta Investment Advisors
Delaware
$16.1K – – –
PTC
128
Private Trust Company
Ohio
$16.1K +$4.92K +92 +44%
William Blair & Company
129
William Blair & Company
Illinois
$16K +$54 +1 +0.3%
AF
130
Allworth Financial
California
$14.5K – – –
AWM
131
Avior Wealth Management
Nebraska
$14.4K -$5.1K -95 -26%
HI
132
Harbour Investments
Wisconsin
$14.1K -$20.4K -381 -59%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$11K – – –
T
134
Tidemark
California
$10.4K – – –
IA
135
IFP Advisors
Florida
$9.84K – – –
PSB
136
Piscataqua Savings Bank
New Hampshire
$9.63K – – –
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$8K – – –
CA
138
CoreCap Advisors
Michigan
$6.21K – – –
ACA
139
Aptus Capital Advisors
Alabama
$6.1K -$8.61K -161 -59%
GWANC
140
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.1K -$5.35K -100 -47%
TCM
141
TruNorth Capital Management
Michigan
$6.1K – – –
PP
142
PFS Partners
New Jersey
$5.72K -$25.7K -481 -82%
LWANC
143
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.35K – – –
CHA
144
Carmichael Hill & Associates
Maryland
$4.76K – – –
CIAS
145
Capital Investment Advisory Services
North Carolina
$3.96K – – –
IGWM
146
ICA Group Wealth Management
Colorado
$3.96K – – –
AIM
147
Access Investment Management
Georgia
$3.21K – – –
CFD
148
Creative Financial Designs
Indiana
$2.52K – – –
HGA
149
Hobbs Group Advisors
South Carolina
$2.41K +$2.41K +45 New
CAL
150
Capital Analysts LLC
Pennsylvania
$2K – – –
3 4 5
6
7