Invesco KBW Bank ETF
KBWB
171 hedge funds and large institutions have $1.52B invested in Invesco KBW Bank ETF in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 17 closing their positions.
227% more call options, than puts
Call options by funds: $1.73M | Put options by funds: $529K
141% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 17
54% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 39
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
15% more funds holding
Funds holding: 149 → 171 (+22)
8.35% less ownership
Funds ownership: 64.21% → 55.86% (-8.4%)
24% less capital invested
Capital invested by funds: $2B → $1.52B (-$480M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Temasek Holdings
Singapore
|
+$66.4M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$56.9M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$26.4M |
| 4 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$14.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$478M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$80.6M |
| 3 |
JP Morgan Chase
New York
|
-$57.9M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$42.1M |
| 5 |
Morgan Stanley
New York
|
-$32.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UAS
176
United Asset Strategies
Garden City,
New York
| – | -$1.07M | -15,989 | Closed |
|
177
Renaissance Technologies
New York
| – | -$1.01M | -15,000 | Closed |
|
|
TA
178
Tiedemann Advisors
New York
| – | -$866K | -12,913 | Closed |
|
179
State Street
Boston,
Massachusetts
| – | -$680K | -10,138 | Closed |
|
180
Jane Street
New York
| – | -$619K | -9,220 | Closed |
|
|
KPW
181
Kore Private Wealth
New York
| – | -$363K | -5,407 | Closed |
|
|
QC
182
QCM Cayman
Houston,
Texas
| – | -$354K | -5,275 | Closed |
|
|
JCM
183
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$280K | -4,171 | Closed |
|
184
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$220K | -3,279 | Closed |
|
|
CAN
185
Cetera Advisor Networks
El Segundo,
California
| – | -$201K | -3,002 | Closed |
|
|
LWM
186
Liberty Wealth Management
Oakland,
California
| – | -$70K | -1,047 | Closed |
|
|
BDWM
187
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| – | -$55.7K | -830 | Closed |
|
|
HWA
188
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$7K | -110 | Closed |
|
KBWB Hedge Fund Activity: Q4 2021 in Review
171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2021, worth a combined $1.52B — down 24% from $2B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new KBWB positions and 17 closed out — a net gain of 24 holders — while 60 added to existing stakes and 39 trimmed.
The largest buyer was Temasek Holdings, opening a new position worth an estimated $66.4M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $478M.
- 171 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2021, up from 149 in Q3 2021.
- Funds reported $1.52B of Invesco KBW Bank ETF stock for Q4 2021, down 24% quarter-over-quarter.
- 41 funds opened new Invesco KBW Bank ETF positions in Q4 2021 and 17 closed out, a net change of +24 holders.
- The largest Invesco KBW Bank ETF buyer in Q4 2021 was Temasek Holdings, an estimated $66.4M added.
- The largest Invesco KBW Bank ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $478M sold.
Based on aggregated 13F filings for Q4 2021.