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Invesco KBW Bank ETF
KBWB

203 hedge funds and large institutions have $2.45B invested in Invesco KBW Bank ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

944% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $248K

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

100% more capital invested

Capital invested by funds: $1.22B → $2.45B (+$1.23B)

23% more funds holding

Funds holding: 165 → 203 (+38)

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

0.33% more ownership

Funds ownership: 69.99% → 70.32% (+0.33%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
203
Holders Change
+38
Holders Change %
+23.03%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
59
Increased
59
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
Clal Insurance
Israel
+$175M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$175M
3
Citigroup
Citigroup
New York
+$50.5M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$40.5M
5
HI
Horizon Investments
North Carolina
+$25.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$65.8M
2
Bank of America
Bank of America
North Carolina
-$19.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.9M
4
WBG
Wharton Business Group
Pennsylvania
-$12.3M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
126
Montag & Associates
Georgia
$278K +$278K +4,250 New
OIA
127
OneDigital Investment Advisors
Kansas
$274K +$1.7K +26 +0.6%
CIS
128
Custom Index Systems
New York
$269K +$269K +4,116 New
LA
129
LM Advisors
California
$261K +$262K +4,000 New
PI
130
PFG Investments
New York
$252K +$252K +3,860 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$251K -$15.7K -240 -6%
SB
132
Strategic Blueprint
Georgia
$238K -$26.2K -400 -10%
CG
133
Caprock Group
Idaho
$238K – – –
FTS
134
Fifth Third Securities
Ohio
$235K -$30.2K -462 -11%
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$232K +$232K +3,545 New
JWCA
136
J.W. Cole Advisors
Florida
$229K +$229K +3,503 New
SC
137
Sapient Capital
Indiana
$224K – – –
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$219K +$219K +3,345 New
AllianceBernstein
139
AllianceBernstein
Tennessee
$218K +$218K +3,335 New
CPIG
140
Chicago Partners Investment Group
Illinois
$210K +$207K +3,163 New
JPLA
141
Joseph P. Lucia & Associates
New York
$210K +$210K +3,211 New
Bank Julius Baer & Co
142
Bank Julius Baer & Co
Switzerland
$209K +$190K +2,900 New
CCM
143
Collar Capital Management
Wisconsin
$207K +$207K +3,169 New
AQR Capital Management
144
AQR Capital Management
Connecticut
$207K +$207K +3,163 New
Corient Private Wealth
145
Corient Private Wealth
Florida
$201K -$311K -4,763 -61%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$188K +$111K +1,695 +144%
SWM
147
Spire Wealth Management
Virginia
$183K +$144K +2,200 +371%
Barclays
148
Barclays
United Kingdom
$166K – – –
FF
149
Finley Financial
Nevada
$156K +$147K +2,250 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$146K +$3.33K +51 +2%
4 5
6
7 8

KBWB Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2024, worth a combined $2.45B — up 100% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KBWB positions and 16 closed out — a net gain of 43 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was Clal Insurance, adding an estimated $175M. The largest seller was JP Morgan Chase, cutting an estimated $65.8M.

  • 203 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2024, up from 165 in Q3 2024.
  • Funds reported $2.45B of Invesco KBW Bank ETF stock for Q4 2024, up 100% quarter-over-quarter.
  • 59 funds opened new Invesco KBW Bank ETF positions in Q4 2024 and 16 closed out, a net change of +43 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2024 was Clal Insurance, an estimated $175M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2024 was JP Morgan Chase, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2024.