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Invesco KBW Bank ETF

164 hedge funds and large institutions have $1.22B invested in Invesco KBW Bank ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
44
Reduced
56
Closed
18
Calls
$1.76M
Puts
$164K
Net Calls
+$1.6M
Net Calls Change
-$134K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$25.2K +$7.68K +131 +44%
BCM
127
Blume Capital Management
California
$23.4K
MA
128
MCF Advisors
Kentucky
$21.6K +$176 +3 +0.8%
CA
129
Continuum Advisory
Idaho
$18.9K -$2.2K -32 -10%
CA
130
Clearstead Advisors
Ohio
$18.6K +$176 +3 +1%
TCOV
131
Trust Company of Vermont
Vermont
$17.7K
AF
132
Allworth Financial
California
$14.7K
HI
133
Harbour Investments
Wisconsin
$14.7K -$762 -13 -5%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$12K
T
135
Tidemark
California
$11.4K
PSB
136
Piscataqua Savings Bank
New Hampshire
$10.5K
SIS
137
Sound Income Strategies
Florida
$9.29K +$9.29K +158 New
MIFH
138
Migdal Insurance & Financial Holdings
Israel
$9K
NFSG
139
Newbridge Financial Services Group
Florida
$7.91K +$7.91K +135 New
CA
140
CoreCap Advisors
Michigan
$6.8K
TCM
141
TruNorth Capital Management
Michigan
$6.68K
ACA
142
Aptus Capital Advisors
Alabama
$6.68K
GWANC
143
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.68K
US Bancorp
144
US Bancorp
Minnesota
$6.62K +$6.62K +113 New
PP
145
PFS Partners
New Jersey
$6.27K
TWC
146
TD Waterhouse Canada
Ontario, Canada
$6.04K +$6.04K +105 New
LWANC
147
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.86K
AWM
148
Avior Wealth Management
Nebraska
$5.57K -$10.2K -174 -65%
CHA
149
Carmichael Hill & Associates
Maryland
$5.22K
CIAS
150
Capital Investment Advisory Services
North Carolina
$4.34K