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Invesco KBW Bank ETF

152 hedge funds and large institutions have $1.11B invested in Invesco KBW Bank ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

79% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 33

17% more funds holding

Funds holding: 130152 (+22)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

10.29% less ownership

Funds ownership: 56.58%46.29% (-10%)

15% less capital invested

Capital invested by funds: $1.31B → $1.11B (-$200M)

47% less call options, than puts

Call options by funds: $1.86M | Put options by funds: $3.49M

Holders
152
Holders Change
+22
Holders Change %
+16.92%
% of All Funds
2.65%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
36
Increased
59
Reduced
33
Closed
14
Calls
$1.86M
Puts
$3.49M
Net Calls
-$1.64M
Net Calls Change
-$454K

KBWB Hedge Fund Activity: Q2 2021 in Review

152 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2021, worth a combined $1.11B — down 15% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KBWB positions and 14 closed out — a net gain of 22 holders — while 59 added to existing stakes and 33 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $446M.

  • 152 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2021, up from 130 in Q1 2021.
  • Funds reported $1.11B of Invesco KBW Bank ETF stock for Q2 2021, down 15% quarter-over-quarter.
  • 36 funds opened new Invesco KBW Bank ETF positions in Q2 2021 and 14 closed out, a net change of +22 holders.
  • The largest Invesco KBW Bank ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $127M added.
  • The largest Invesco KBW Bank ETF seller in Q2 2021 was Varma Mutual Pension Insurance Co, an estimated $446M sold.

Based on aggregated 13F filings for Q2 2021.