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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $1.01B invested in Invesco KBW Bank ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-9
Holders Change %
-5.73%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
16
Increased
31
Reduced
68
Closed
23
Calls
$18.9M
Puts
$2M
Net Calls
+$16.9M
Net Calls Change
-$54.8M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$78.4M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$105M
3
CI
3
Clal Insurance
Israel
$14M
4
CWM
4
Congress Wealth Management
Massachusetts
$11.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.3M

Top Sellers

1
Citigroup
1
Citigroup
New York
$4.7M
2
Barclays
2
Barclays
United Kingdom
$68K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$933K
4
Bank of America
4
Bank of America
North Carolina
$368M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Glenview Trust
Kentucky
– -$707K -14,376 Closed
Simplex Trading
152
Simplex Trading
Illinois
– -$538K -10,941 Closed
CNC
153
Citizens & Northern Corp
Pennsylvania
– -$472K -9,601 Closed
PL
154
Plancorp LLC
Missouri
– -$465K -9,448 Closed
TI
155
Trexquant Investment
Connecticut
– -$337K -6,861 Closed
RSWM
156
Robertson Stephens Wealth Management
California
– -$227K -4,623 Closed
AIC
157
Ayalon Insurance Company
Israel
– -$25K -501 Closed
PWMG
158
Private Wealth Management Group
New Jersey
– -$18K -366 Closed
HT
159
Headlands Technologies
Illinois
– -$17.4K -354 Closed
TWM
160
Tradition Wealth Management
Minnesota
– -$12K -239 Closed
RFA
161
Register Financial Advisors
Georgia
– -$4.72K -96 Closed
PS
162
Principal Securities
Iowa
– -$4.33K -88 Closed
HPC
163
HM Payson & Co
Maine
– -$3.79K -77 Closed
SPIA
164
Steward Partners Investment Advisory
New York
– -$3.49K -71 Closed
PB
165
Pinnacle Bancorp
Nebraska
– -$3.05K -62 Closed
QFA
166
Quattro Financial Advisors
Texas
– -$580K -49 Closed
TWC
167
TD Waterhouse Canada
Ontario, Canada
– -$2.01K -41 Closed
TVAMP
168
Tennessee Valley Asset Management Partners
Tennessee
– -$1.03K -21 Closed
GI
169
Gradient Investments
Minnesota
– -$646 -13 Closed
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
– -$344 -7 Closed
AIMA
171
Ables Iannone Moore & Associates
Georgia
– -$98 -2 Closed
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