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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

164 hedge funds and large institutions have $1.22B invested in Invesco KBW Bank ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
44
Reduced
56
Closed
18
Calls
$1.76M
Puts
$164K
Net Calls
+$1.6M
Net Calls Change
-$134K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$468M
2
FT
Fiduciary Trust
Massachusetts
$27.1M
3
WBG
Wharton Business Group
Pennsylvania
$116M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$21M
5
CWM
Congress Wealth Management
Massachusetts
$58M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$61.8M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.28M
3
WA
WP Advisors
California
$5.45M
4
Morgan Stanley
Morgan Stanley
New York
$22.9M
5
Goldman Sachs
Goldman Sachs
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$4.04K – – –
AIM
152
Access Investment Management
Georgia
$3.52K – – –
CAL
153
Capital Analysts LLC
Pennsylvania
$3K +$947 +18 +46%
CFD
154
Creative Financial Designs
Indiana
$2.76K – – –
HGA
155
Hobbs Group Advisors
South Carolina
$2.64K – – –
CFB
156
Cullen/Frost Bankers
Texas
$2.24K +$2.24K +38 New
SJIM
157
St. Johns Investment Management
Florida
$2.23K +$2.23K +38 New
Simplex Trading
158
Simplex Trading
Illinois
$2K +$2K +36 New
EDRH
159
Edmond de Rothschild Holding
Switzerland
$1.76K – – –
Russell Investments Group
160
Russell Investments Group
United Kingdom
$1.35K +$1.35K +23 New
KFI
161
Key Financial Inc
Pennsylvania
$1.11K – – –
LCM
162
Logan Capital Management
Pennsylvania
$967 +$57 +1 +6%
MRCM
163
M&R Capital Management
New Jersey
$586 – – –
LFG
164
Larson Financial Group
Missouri
$586 – – –
JIP
165
Jaffetilchin Investment Partners
Florida
$240 +$240 +4 New
Two Sigma Investments
166
Two Sigma Investments
New York
– -$7.26M -135,763 Closed
GCP
167
GSA Capital Partners
United Kingdom
– -$1.84M -34,402 Closed
QC
168
Quadrature Capital
United Kingdom
– -$1.42M -26,556 Closed
Principal Financial Group
169
Principal Financial Group
Iowa
– -$1.31M -24,403 Closed
Marshall Wace
170
Marshall Wace
United Kingdom
– -$696K -13,003 Closed
VAS
171
Valicenti Advisory Services
New York
– -$655K -12,250 Closed
HF
172
HRT Financial
New York
– -$528K -9,882 Closed
Stifel Financial
173
Stifel Financial
Missouri
– -$444K -8,295 Closed
PAM
174
PVG Asset Management
Colorado
– -$417K -7,803 Closed
TRCT
175
Tower Research Capital (TRC)
New York
– -$403K -7,534 Closed
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