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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

157 hedge funds and large institutions have $1.08B invested in Invesco KBW Bank ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
37
Increased
39
Reduced
60
Closed
20
Calls
$81.6M
Puts
$9.84M
Net Calls
+$71.8M
Net Calls Change
+$76M

Top Buyers

1
Citigroup
1
Citigroup
New York
$118M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$37.9M
3
Bank of America
3
Bank of America
North Carolina
$367M
4
Barclays
4
Barclays
United Kingdom
$47.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$28.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
MMH
2
Menora Mivtachim Holdings
Israel
$0
3
QFA
3
Quattro Financial Advisors
Texas
$580K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$38K
5
MMA
5
Miracle Mile Advisors
California
$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
151
Key Financial Inc
Pennsylvania
$935 – – –
LCM
152
Logan Capital Management
Pennsylvania
$793 +$793 +16 New
GI
153
Gradient Investments
Minnesota
$646 +$497 +10 +333%
MRCM
154
M&R Capital Management
New Jersey
$492 – – –
LFG
155
Larson Financial Group
Missouri
$492 +$492 +10 New
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$344 – – –
AIMA
157
Ables Iannone Moore & Associates
Georgia
$98 +$98 +2 New
VMPIC
158
Varma Mutual Pension Insurance Co
Finland
– -$232M -5,800,272 Closed
MMH
159
Menora Mivtachim Holdings
Israel
– -$154M -3,854,826 Closed
MAG
160
MRA Advisory Group
New Jersey
– -$3.49M -87,203 Closed
Marshall Wace
161
Marshall Wace
United Kingdom
– -$2.45M -61,226 Closed
Gates Foundation Trust
162
Gates Foundation Trust
Washington
– -$2.01M -50,270 Closed
LJAC
163
L.J. Altfest & Co
New York
– -$1.73M -43,287 Closed
AFS
164
Access Financial Services
Minnesota
– -$769K -19,199 Closed
SCM
165
Stonehearth Capital Management
Massachusetts
– -$674K -16,821 Closed
Creative Planning
166
Creative Planning
Kansas
– -$542K -13,523 Closed
SC
167
Scotia Capital
Ontario, Canada
– -$267K -6,664 Closed
Wolverine Trading
168
Wolverine Trading
Illinois
– -$264K -6,589 Closed
KWM
169
Keebeck Wealth Management
Illinois
– -$230K -5,750 Closed
TSS
170
Two Sigma Securities
New York
– -$227K -5,674 Closed
BWS
171
Buck Wealth Strategies
Colorado
– -$20K -500 Closed
RIA
172
Realta Investment Advisors
Delaware
– -$8.21K -200 Closed
GWM
173
Geneos Wealth Management
Colorado
– -$5.01K -125 Closed
MIM
174
Macroview Investment Management
Maryland
– -$2.37K -59 Closed
SSWM
175
Sheets Smith Wealth Management
North Carolina
– -$1.84K -46 Closed
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