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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $739M invested in Invesco KBW Bank ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
33
Increased
48
Reduced
50
Closed
35
Calls
$5.01M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$8.25M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$91.3M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
$65.1M
3
Bank of America
Bank of America
North Carolina
$43.8M
4
MIM
Morningstar Investment Management
Illinois
$30.4M
5
Wells Fargo
Wells Fargo
California
$21.7M

Top Sellers

1
CI
Clal Insurance
Israel
$21M
2
PF
Phoenix Financial
Israel
$162M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$0
4
AI
Accredited Investors
Minnesota
$956K
5
MIM
Miller Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$1.97K -$1.68K -40 -46%
EDRH
152
Edmond de Rothschild Holding
Switzerland
$1.26K – – –
NFSG
153
Newbridge Financial Services Group
Florida
$420 +$420 +10 New
MRCM
154
M&R Capital Management
New Jersey
$419 – – –
GI
155
Gradient Investments
Minnesota
$128 – – –
MIFH
156
Migdal Insurance & Financial Holdings
Israel
– -$23.6M -457,105 Closed
MIM
157
Miller Investment Management
Pennsylvania
– -$16.1M -312,254 Closed
KHLMVGHM
158
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
– -$8.23M -158,784 Closed
RIG
159
RiverFront Investment Group
Virginia
– -$1.54M -157,383 Closed
KHLMTHM
160
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– -$5.65M -108,999 Closed
BRCM
161
Bright Rock Capital Management
Massachusetts
– -$2.07M -40,000 Closed
EFL
162
ERn Financial LLC
Wisconsin
– -$2.04M -39,546 Closed
Chevy Chase Trust
163
Chevy Chase Trust
Maryland
– -$1.81M -35,155 Closed
PCA
164
Pallas Capital Advisors
Massachusetts
– -$1.64M -29,861 Closed
Two Sigma Investments
165
Two Sigma Investments
New York
– -$1.44M -27,948 Closed
FRA
166
FFG Retirement Advisors
Colorado
– -$1.37M -26,605 Closed
QIM
167
Quantitative Investment Management
Virginia
– -$1.23M -23,892 Closed
RSC
168
Red Spruce Capital
Pennsylvania
– -$588K -11,390 Closed
Renaissance Technologies
169
Renaissance Technologies
New York
– -$563K -10,900 Closed
YAVAPFMC
170
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
– -$562K -10,838 Closed
SFA
171
Source Financial Advisors
New York
– -$534K -10,344 Closed
HI
172
Hudock Inc
Pennsylvania
– -$413K -8,005 Closed
GM
173
GeoWealth Management
Illinois
– -$349K -6,765 Closed
Corient Private Wealth
174
Corient Private Wealth
Florida
– -$344K -6,673 Closed
SSA
175
Schonfeld Strategic Advisors
New York
– -$332K -6,437 Closed
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