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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

145 hedge funds and large institutions have $748M invested in Invesco KBW Bank ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
23
Increased
41
Reduced
52
Closed
32
Calls
$8.05M
Puts
$4.1M
Net Calls
+$3.95M
Net Calls Change
+$9.56M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$193M
2
MMH
Menora Mivtachim Holdings
Israel
$81.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.7M
4
MMA
Miracle Mile Advisors
California
$13.6M
5
MIM
Morningstar Investment Management
Illinois
$34.8M

Top Sellers

1
PF
Phoenix Financial
Israel
$2.11M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$34.1M
3
CI
Clal Insurance
Israel
$0
4
Goldman Sachs
Goldman Sachs
New York
$31.8M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
151
Marshall Wace
United Kingdom
– -$2.67M -63,600 Closed
MTWM
152
Masso Torrence Wealth Management
New Jersey
– -$1.71M -40,849 Closed
BWM
153
Bulltick Wealth Management
Florida
– -$1.09M -26,075 Closed
TI
154
Trexquant Investment
Connecticut
– -$873K -20,790 Closed
GA
155
Geller Advisors
New York
– -$840K -20,017 Closed
PCM
156
Prelude Capital Management
New York
– -$755K -17,990 Closed
SPC
157
Sigma Planning Corp
Michigan
– -$728K -17,334 Closed
Lido Advisors
158
Lido Advisors
California
– -$513K -12,232 Closed
RWA
159
Rooted Wealth Advisors
Illinois
– -$519K -12,211 Closed
WHG
160
Westwood Holdings Group
Texas
– -$496K -11,828 Closed
TSS
161
Two Sigma Securities
New York
– -$286K -6,807 Closed
FTUS
162
Flow Traders U.S.
New York
– -$282K -6,717 Closed
OIA
163
OneDigital Investment Advisors
Kansas
– -$280K -6,674 Closed
EAM
164
Eschler Asset Management
United Kingdom
– -$250K -5,953 Closed
FW
165
FirstPurpose Wealth
Utah
– -$235K -5,600 Closed
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
– -$235K -5,600 Closed
HSA
167
HBK Sorce Advisory
Pennsylvania
– -$219K -5,212 Closed
CAL
168
Capital Analysts LLC
Pennsylvania
– -$116K -2,775 Closed
WT
169
Whittier Trust
California
– -$89.5K -2,133 Closed
Belvedere Trading
170
Belvedere Trading
Illinois
– -$76.9K -1,832 Closed
AAS
171
Ameritas Advisory Services
Nebraska
– -$45.5K -1,076 Closed
CIA
172
Choate Investment Advisors
Massachusetts
– -$11.1K -265 Closed
BFO
173
Biltmore Family Office
North Carolina
– -$10.5K -250 Closed
BAM
174
Belpointe Asset Management
Nevada
– -$7.98K -190 Closed
WWM
175
Wagner Wealth Management
South Carolina
– -$3.44K -82 Closed
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