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Invesco KBW Bank ETF
KBWB

203 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, 59 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

944% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $248K

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

100% more capital invested

Capital invested by funds: $1.22B → $2.45B (+$1.23B)

23% more funds holding

Funds holding: 165 → 203 (+38)

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

0.33% more ownership

Funds ownership: 69.99% → 70.32% (+0.33%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
203
Holders Change
+38
Holders Change %
+23.03%
% of All Funds
2.67%
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
59
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
Clal Insurance
Israel
+$175M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$175M
3
Citigroup
Citigroup
New York
+$50.5M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$40.5M
5
HI
Horizon Investments
North Carolina
+$25.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$65.8M
2
Bank of America
Bank of America
North Carolina
-$19.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.9M
4
WBG
Wharton Business Group
Pennsylvania
-$12.3M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$135K -$3.14K -48 -2%
SS
152
Sunbelt Securities
Texas
$116K +$5.95K +91 +5%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$113K +$3.46K +53 +3%
CFGS
154
Concourse Financial Group Securities
Alabama
$90.2K – – –
HPC
155
HM Payson & Co
Maine
$75.5K – – –
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$62.1K +$5.88K +90 +10%
TIM
157
Thompson Investment Management
Wisconsin
$54.4K +$54.5K +833 New
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$53.5K – – –
YDMI
159
Y.D. More Investments
Israel
$52.9K – – –
Comerica Bank
160
Comerica Bank
Texas
$49.1K -$4.97K -76 -9%
SPIA
161
Steward Partners Investment Advisory
New York
$38.4K -$2.55K -39 -6%
SAM
162
Synergy Asset Management
Washington
$36K +$40.2K +615 New
PTC
163
Private Trust Company
Ohio
$27.8K -$9.22K -141 -25%
BCM
164
Blume Capital Management
California
$26.1K – – –
MA
165
MCF Advisors
Kentucky
$24.2K +$131 +2 +0.5%
CA
166
Clearstead Advisors
Ohio
$20.8K +$65 +1 +0.3%
TCOV
167
Trust Company of Vermont
Vermont
$19.7K – – –
AF
168
Allworth Financial
California
$17.5K – – –
HI
169
Harbour Investments
Wisconsin
$16.3K – – –
HNB
170
Huntington National Bank
Ohio
$14.6K – – –
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$13.3K – – –
T
172
Tidemark
California
$12.7K – – –
PSB
173
Piscataqua Savings Bank
New Hampshire
$11.8K – – –
AWM
174
Avior Wealth Management
Nebraska
$10.7K +$4.51K +69 +73%
SIS
175
Sound Income Strategies
Florida
$10.4K +$65 +1 +0.6%
5 6
7
8 9

KBWB Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2024, worth a combined $2.45B — up 100% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KBWB positions and 16 closed out — a net gain of 43 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was Clal Insurance, adding an estimated $175M. The largest seller was JP Morgan Chase, cutting an estimated $65.8M.

  • 203 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2024, up from 165 in Q3 2024.
  • Funds reported $2.45B of Invesco KBW Bank ETF stock for Q4 2024, up 100% quarter-over-quarter.
  • 59 funds opened new Invesco KBW Bank ETF positions in Q4 2024 and 16 closed out, a net change of +43 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2024 was Clal Insurance, an estimated $175M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2024 was JP Morgan Chase, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2024.