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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
27
Increased
39
Reduced
50
Closed
17
Calls
$1.98M
Puts
$246K
Net Calls
+$1.73M
Net Calls Change
-$15.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$101M
2
CWM
2
Congress Wealth Management
Massachusetts
$37.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$121M
4
GCA
4
Guardian Capital Advisors
Ontario, Canada
$13.7M
5
PCP
5
Perbak Capital Partners
United Kingdom
$9.24M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$353M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.2M
5
NPPM
5
North Point Portfolio Managers
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
151
Edmond de Rothschild Holding
Switzerland
$1.61K – – –
AA
152
Ancora Advisors
Ohio
$1.34K – – –
KFI
153
Key Financial Inc
Pennsylvania
$1.02K – – –
LCM
154
Logan Capital Management
Pennsylvania
$877 – – –
LFG
155
Larson Financial Group
Missouri
$535 -$428 -8 -44%
MRCM
156
M&R Capital Management
New Jersey
$535 – – –
NSLI
157
Nan Shan Life Insurance
Taiwan
– -$12.9M -240,695 Closed
NPPM
158
North Point Portfolio Managers
Ohio
– -$6.41M -119,541 Closed
LIP
159
Lighthouse Investment Partners
Florida
– -$3.81M -70,948 Closed
FT
160
Fiduciary Trust
Massachusetts
– -$1.36M -25,258 Closed
PBCM
161
Point Break Capital Management
Florida
– -$1.01M -18,800 Closed
YIH
162
Y-Intercept (HK)
Hong Kong
– -$810K -15,087 Closed
Millennium Management
163
Millennium Management
New York
– -$580K -10,806 Closed
CI
164
CPR Investments
Michigan
– -$362K -6,744 Closed
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
– -$278K -5,179 Closed
OWA
166
Octavia Wealth Advisors
Ohio
– -$234K -4,360 Closed
SAM
167
Satovsky Asset Management
New York
– -$203K -3,784 Closed
FFWA
168
FRG Family Wealth Advisors
Washington
– -$180K -3,475 Closed
PWA
169
Provenance Wealth Advisors
Florida
– -$9.93K -185 Closed
US Bancorp
170
US Bancorp
Minnesota
– -$6.17K -115 Closed
MIM
171
MTM Investment Management
South Carolina
– -$1.4K -26 Closed
AWM
172
Abound Wealth Management
Tennessee
– -$596 -11 Closed
3 4 5 6
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