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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

171 hedge funds and large institutions have $1.62B invested in Invesco KBW Bank ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.13%
New
30
Increased
62
Reduced
51
Closed
26
Calls
$2.17M
Puts
$1.24M
Net Calls
+$931K
Net Calls Change
-$270K

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$302M
2
SC
2
Sculptor Capital
New York
$71.5M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$56.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.1M
5
Temasek Holdings
5
Temasek Holdings
Singapore
$76.4M

Top Sellers

1
CI
1
Clal Insurance
Israel
$143M
2
Bessemer Group
2
Bessemer Group
New Jersey
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$26.4M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$0
5
EF
5
Empowered Funds
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
151
Optiver Holding
Netherlands
$27K -$17.2K -272 -39%
AIC
152
Ayalon Insurance Company
Israel
$25K – – –
KFS
153
Kelly Financial Services
Massachusetts
$23.6K +$128 +2 +0.5%
MSFP
154
Mark Sheptoff Financial Planning
Connecticut
$16K +$16K +250 New
RFWA
155
RPg Family Wealth Advisory
Massachusetts
$15.7K – – –
TWM
156
Tradition Wealth Management
Minnesota
$14K +$63 +1 +0.4%
CWP
157
Concord Wealth Partners
Virginia
$13K +$13K +200 New
PVH
158
Psagot Value Holdings
Israel
$12K – – –
WWM
159
Wagner Wealth Management
South Carolina
$10K +$5K +82 +100%
SC
160
Solstein Capital
California
$8K -$26.5K -440 -77%
TPCW
161
TD Private Client Wealth
New York
$7.33K +$7.33K +115 New
HWM
162
HighMark Wealth Management
Minnesota
$7K – – –
CP
163
Castleview Partners
Texas
$6K -$401K -6,684 -99%
CFD
164
Creative Financial Designs
Indiana
$6K -$49.2K -829 -89%
LWANC
165
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
KFI
166
Key Financial Inc
Pennsylvania
$4K +$4K +61 New
CAL
167
Capital Analysts LLC
Pennsylvania
$2K -$30.7K -460 -94%
EDRH
168
Edmond de Rothschild Holding
Switzerland
$2K – – –
HCA
169
Heck Capital Advisors
Wisconsin
$1.66K -$1.2M -18,892 -100%
S
170
SignatureFD
Georgia
$1K +$1K +9 New
ED
171
Exane Derivatives
France
$64 -$218K -3,400 -100%
Bessemer Group
172
Bessemer Group
New Jersey
– -$38.3M -564,945 Closed
NSLI
173
Nan Shan Life Insurance
Taiwan
– -$34.5M -508,909 Closed
EF
174
Empowered Funds
Pennsylvania
– -$25.6M -377,600 Closed
SW
175
Signify Wealth
Missouri
– -$7.19M -106,006 Closed
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