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Invesco KBW Bank ETF
KBWB

165 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, 45 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $164K

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $1.09B → $1.22B (+$138M)

6% more funds holding

Funds holding: 156 → 165 (+9)

2.71% less ownership

Funds ownership: 72.7% → 69.99% (-2.7%)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% 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
45
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
+$79.1M
2
FT
Fiduciary Trust
Massachusetts
+$26.3M
3
WBG
Wharton Business Group
Pennsylvania
+$24.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$20.4M
5
CWM
Congress Wealth Management
Massachusetts
+$16M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$47.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23M
3
WA
WP Advisors
California
-$20.7M
4
Morgan Stanley
Morgan Stanley
New York
-$19.8M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
151
Capital Investment Advisory Services
North Carolina
$4.34K – – –
HNB
152
Huntington National Bank
Ohio
$4.04K – – –
AIM
153
Access Investment Management
Georgia
$3.52K – – –
CAL
154
Capital Analysts LLC
Pennsylvania
$3K +$1.02K +18 +46%
CFD
155
Creative Financial Designs
Indiana
$2.75K – – –
HGA
156
Hobbs Group Advisors
South Carolina
$2.64K – – –
CFB
157
Cullen/Frost Bankers
Texas
$2.24K +$2.16K +38 New
SJIM
158
St. Johns Investment Management
Florida
$2.23K +$2.16K +38 New
Simplex Trading
159
Simplex Trading
Illinois
$2K +$2.05K +36 New
EDRH
160
Edmond de Rothschild Holding
Switzerland
$1.76K – – –
Russell Investments Group
161
Russell Investments Group
United Kingdom
$1.35K +$1.31K +23 New
KFI
162
Key Financial Inc
Pennsylvania
$1.11K – – –
LCM
163
Logan Capital Management
Pennsylvania
$967 +$57 +1 +6%
LFG
164
Larson Financial Group
Missouri
$586 – – –
MRCM
165
M&R Capital Management
New Jersey
$586 – – –
JIP
166
Jaffetilchin Investment Partners
Florida
$240 +$228 +4 New
Two Sigma Investments
167
Two Sigma Investments
New York
– -$7.26M -135,763 Closed
GCP
168
GSA Capital Partners
United Kingdom
– -$1.84M -34,402 Closed
QC
169
Quadrature Capital
United Kingdom
– -$1.42M -26,556 Closed
Principal Financial Group
170
Principal Financial Group
Iowa
– -$1.31M -24,403 Closed
Marshall Wace
171
Marshall Wace
United Kingdom
– -$696K -13,003 Closed
VAS
172
Valicenti Advisory Services
New York
– -$655K -12,250 Closed
HF
173
HRT Financial
New York
– -$528K -9,882 Closed
Stifel Financial
174
Stifel Financial
Missouri
– -$444K -8,295 Closed
PAM
175
PVG Asset Management
Colorado
– -$417K -7,803 Closed
4 5 6
7
8

KBWB Hedge Fund Activity: Q3 2024 in Review

165 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2024, worth a combined $1.22B — up 13% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KBWB positions and 18 closed out — a net gain of 11 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Bank of America, adding an estimated $79.1M. The largest seller was JP Morgan Chase, cutting an estimated $47.1M.

  • 165 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2024, up from 156 in Q2 2024.
  • Funds reported $1.22B of Invesco KBW Bank ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 29 funds opened new Invesco KBW Bank ETF positions in Q3 2024 and 18 closed out, a net change of +11 holders.
  • The largest Invesco KBW Bank ETF buyer in Q3 2024 was Bank of America, an estimated $79.1M added.
  • The largest Invesco KBW Bank ETF seller in Q3 2024 was JP Morgan Chase, an estimated $47.1M sold.

Based on aggregated 13F filings for Q3 2024.