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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$61.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$6.28M
3
WA
3
WP Advisors
California
$5.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
176
Beacon Pointe Advisors
California
– -$215K -4,019 Closed
WAP
177
Wealthcare Advisory Partners
Pennsylvania
– -$201K -3,748 Closed
LIA
178
Lynx Investment Advisory
District of Columbia
– -$121K -2,260 Closed
HFM
179
Harvest Fund Management
China
– -$93K -1,740 Closed
IAIM
180
International Assets Investment Management
Florida
– -$42.8K -800 Closed
RIA
181
Realta Investment Advisors
Delaware
– -$16.1K -300 Closed
IA
182
IFP Advisors
Florida
– -$9.84K -184 Closed
AA
183
Ancora Advisors
Ohio
– -$1.34K -25 Closed
EWM
184
EPG Wealth Management
Georgia
– -$19K – –
4 5 6 7
8