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Invesco KBW Bank ETF
KBWB

160 hedge funds and large institutions have $978M invested in Invesco KBW Bank ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $3.82M | Put options by funds: $1.19M

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

15% more funds holding

Funds holding: 139 → 160 (+21)

4.62% more ownership

Funds ownership: 51.55% → 56.17% (+4.6%)

4% more capital invested

Capital invested by funds: $941M → $978M (+$36.8M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
160
Holders Change
+21
Holders Change %
+15.11%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
38
Increased
40
Reduced
50
Closed
16
Calls
$3.82M
Puts
$1.19M
Net Calls
+$2.63M
Net Calls Change
+$8.24M

Top Buyers

1
PF
Phoenix Financial
Israel
+$73.8M
2
Goldman Sachs
Goldman Sachs
New York
+$6.02M
3
RIG
RiverFront Investment Group
Virginia
+$4.6M
4
RJA
Raymond James & Associates
Florida
+$4.34M
5
AI
Accredited Investors
Minnesota
+$3.71M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$77M
2
Bank of America
Bank of America
North Carolina
-$18M
3
OWA
Octavia Wealth Advisors
Ohio
-$6.03M
4
Prudential Financial
Prudential Financial
New Jersey
-$5.05M
5
AS
Altshuler Shaham
Israel
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.16K – – –
CFD
152
Creative Financial Designs
Indiana
$4.49K – – –
WWMSC
153
Wagner Wealth Management (South Carolina)
South Carolina
$4.23K – – –
IGWM
154
ICA Group Wealth Management
Colorado
$3.82K +$3.88K +74 New
KFI
155
Key Financial Inc
Pennsylvania
$3K – – –
S
156
SignatureFD
Georgia
$1.65K +$1.1K +21 +191%
EDRH
157
Edmond de Rothschild Holding
Switzerland
$1.55K – – –
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$1.19K +$1.21K +23 New
MRCM
159
M&R Capital Management
New Jersey
$516 +$525 +10 New
GI
160
Gradient Investments
Minnesota
$156 +$157 +3 New
Prudential Financial
161
Prudential Financial
New Jersey
– -$5.05M -102,019 Closed
AS
162
Altshuler Shaham
Israel
– -$4.99M -100,760 Closed
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
– -$1.97M -40,140 Closed
BFM
164
Boothbay Fund Management
New York
– -$336K -6,838 Closed
AIP
165
Almanack Investment Partners
Pennsylvania
– -$335K -6,822 Closed
WCM
166
WealthBridge Capital Management
Ohio
– -$292K -5,649 Closed
NFC
167
Northeast Financial Consultants
Connecticut
– -$275K -5,600 Closed
NA
168
Nottingham Advisors
New York
– -$241K -4,704 Closed
LJAC
169
L.J. Altfest & Co
New York
– -$228K -4,648 Closed
LSPW
170
Lake Street Private Wealth
Illinois
– -$220K -4,487 Closed
PAG
171
Private Advisor Group
New Jersey
– -$216K -4,400 Closed
NFG
172
Nations Financial Group
Iowa
– -$207K -4,218 Closed
PA
173
Parallel Advisors
California
– -$110K -2,233 Closed
AF
174
Advisornet Financial
Minnesota
– -$45K -921 Closed
SC
175
Solstein Capital
California
– -$7K -133 Closed
4 5 6
7
8

KBWB Hedge Fund Activity: Q4 2022 in Review

160 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2022, worth a combined $978M — up 3.9% from $941M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KBWB positions and 16 closed out — a net gain of 22 holders — while 40 added to existing stakes and 50 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $73.8M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $77M.

  • 160 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2022, up from 139 in Q3 2022.
  • Funds reported $978M of Invesco KBW Bank ETF stock for Q4 2022, up 3.9% quarter-over-quarter.
  • 38 funds opened new Invesco KBW Bank ETF positions in Q4 2022 and 16 closed out, a net change of +22 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2022 was Phoenix Financial, an estimated $73.8M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2022 was Migdal Insurance & Financial Holdings, an estimated $77M sold.

Based on aggregated 13F filings for Q4 2022.