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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

169 hedge funds and large institutions have $1.52B invested in Invesco KBW Bank ETF in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+21
Holders Change %
+14.19%
% of All Funds
2.61%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
40
Increased
60
Reduced
39
Closed
17
Calls
$1.73M
Puts
$529K
Net Calls
+$1.2M
Net Calls Change
-$1.26M

Top Buyers

1
Temasek Holdings
Temasek Holdings
Singapore
$64.3M
2
CI
Clal Insurance
Israel
$280M
3
EF
Empowered Funds
Pennsylvania
$25.6M
4
NSLI
Nan Shan Life Insurance
Taiwan
$34.5M
5
Ameriprise
Ameriprise
Minnesota
$19M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$70.9M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$106M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$68.8M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.19M
5
Morgan Stanley
Morgan Stanley
New York
$49M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
151
Aptus Capital Advisors
Alabama
$27K -$134 -2 -0.5%
AIC
152
Ayalon Insurance Company
Israel
$27K – – –
KFS
153
Kelly Financial Services
Massachusetts
$25K +$136 +2 +0.5%
CWS
154
Confluence Wealth Services
Pennsylvania
$20K +$20K +302 New
CIAS
155
Capital Investment Advisory Services
North Carolina
$18K – – –
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$17K – – –
RFWA
157
RPg Family Wealth Advisory
Massachusetts
$16.8K – – –
TWM
158
Tradition Wealth Management
Minnesota
$15K -$21.1K -314 -58%
TCWM
159
Total Clarity Wealth Management
Illinois
$15K – – –
PVH
160
Psagot Value Holdings
Israel
$13K – – –
LWANC
161
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
HWM
162
HighMark Wealth Management
Minnesota
$7K +$67 +1 +1%
WWM
163
Wagner Wealth Management
South Carolina
$6K – – –
CA
164
CoreCap Advisors
Michigan
$6K +$6K +88 New
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
EDRH
167
Edmond de Rothschild Holding
Switzerland
$2K +$2K +30 New
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$611 +$611 +9 New
CP
169
Castleview Partners
Texas
$100 +$100 +6,784 New
HF
170
HRT Financial
New York
– -$9.38M -139,756 Closed
BGDI
171
BW Gestao de Investimentos
Brazil
– -$5.03M -75,000 Closed
QIM
172
Quantitative Investment Management
Virginia
– -$2.81M -41,830 Closed
Schroder Investment Management Group
173
Schroder Investment Management Group
United Kingdom
– -$1.89M -28,117 Closed
UAS
174
United Asset Strategies
New York
– -$1.07M -15,989 Closed
Renaissance Technologies
175
Renaissance Technologies
New York
– -$1.01M -15,000 Closed
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