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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

202 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, 58 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+38
Holders Change %
+23.17%
% of All Funds
2.69%
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
58
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
Clal Insurance
Israel
$193M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$174M
3
Citigroup
Citigroup
New York
$51.2M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$40.5M
5
HI
Horizon Investments
North Carolina
$25.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.11M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$554M
3
Bank of America
Bank of America
North Carolina
$502M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$5.6M
5
WBG
Wharton Business Group
Pennsylvania
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$274K +$1.7K +26 +0.6%
CIS
127
Custom Index Systems
New York
$269K +$269K +4,116 New
LA
128
LM Advisors
California
$261K +$261K +4,000 New
PI
129
PFG Investments
New York
$252K +$252K +3,860 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$251K -$15.7K -240 -6%
SB
131
Strategic Blueprint
Georgia
$238K -$26.1K -400 -10%
CG
132
Caprock Group
Idaho
$238K – – –
FTS
133
Fifth Third Securities
Ohio
$235K -$30.2K -462 -11%
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$232K +$232K +3,545 New
JWCA
135
J.W. Cole Advisors
Florida
$229K +$229K +3,503 New
SC
136
Sapient Capital
Indiana
$224K – – –
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$219K +$219K +3,345 New
AllianceBernstein
138
AllianceBernstein
Tennessee
$218K +$218K +3,335 New
CPIG
139
Chicago Partners Investment Group
Illinois
$210K +$210K +3,163 New
JPLA
140
Joseph P. Lucia & Associates
New York
$210K +$210K +3,211 New
Bank Julius Baer & Co
141
Bank Julius Baer & Co
Switzerland
$209K +$209K +2,900 New
CCM
142
Collar Capital Management
Wisconsin
$207K +$207K +3,169 New
AQR Capital Management
143
AQR Capital Management
Connecticut
$207K +$207K +3,163 New
Corient Private Wealth
144
Corient Private Wealth
Florida
$201K -$311K -4,763 -61%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$188K +$111K +1,695 +144%
SWM
146
Spire Wealth Management
Virginia
$183K +$144K +2,200 +371%
Barclays
147
Barclays
United Kingdom
$166K – – –
FF
148
Finley Financial
Nevada
$156K +$156K +2,250 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$146K +$3.33K +51 +2%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$135K -$3.14K -48 -2%
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