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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

202 hedge funds and large institutions have $2.45B invested in Invesco KBW Bank ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+38
Holders Change %
+23.17%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
59
Increased
58
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
Clal Insurance
Israel
$193M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$174M
3
Citigroup
Citigroup
New York
$51.2M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$40.5M
5
HI
Horizon Investments
North Carolina
$25.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.11M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$554M
3
Bank of America
Bank of America
North Carolina
$502M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$5.6M
5
WBG
Wharton Business Group
Pennsylvania
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
151
Sunbelt Securities
Texas
$116K +$5.95K +91 +5%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$113K +$3.46K +53 +3%
CFGS
153
Concourse Financial Group Securities
Alabama
$90.2K – – –
HPC
154
HM Payson & Co
Maine
$75.5K – – –
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$62.1K +$5.88K +90 +10%
TIM
156
Thompson Investment Management
Wisconsin
$54.4K +$54.4K +833 New
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$53.5K – – –
YDMI
158
Y.D. More Investments
Israel
$52.9K – – –
Comerica Bank
159
Comerica Bank
Texas
$49.1K -$4.97K -76 -9%
SPIA
160
Steward Partners Investment Advisory
New York
$38.4K -$2.55K -39 -6%
SAM
161
Synergy Asset Management
Washington
$36K +$36K +615 New
PTC
162
Private Trust Company
Ohio
$27.8K -$9.21K -141 -25%
BCM
163
Blume Capital Management
California
$26.1K – – –
MA
164
MCF Advisors
Kentucky
$24.2K +$131 +2 +0.5%
CA
165
Clearstead Advisors
Ohio
$20.8K +$65 +1 +0.3%
TCOV
166
Trust Company of Vermont
Vermont
$19.7K – – –
AF
167
Allworth Financial
California
$17.5K – – –
HI
168
Harbour Investments
Wisconsin
$16.3K – – –
HNB
169
Huntington National Bank
Ohio
$14.6K -$4.04K – –
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$13.3K – – –
T
171
Tidemark
California
$12.7K – – –
PSB
172
Piscataqua Savings Bank
New Hampshire
$11.8K – – –
AWM
173
Avior Wealth Management
Nebraska
$10.7K +$4.51K +69 +73%
SIS
174
Sound Income Strategies
Florida
$10.4K +$65 +1 +0.6%
NFSG
175
Newbridge Financial Services Group
Florida
$8.82K – – –
5 6
7
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