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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
LFG
201
Larson Financial Group
Missouri
$654 – – –
MMCM
202
Murphy & Mullick Capital Management
New York
$654 +$654 +10 New
IA
203
IFP Advisors
Florida
$588 +$588 +9 New
BC
204
Barrett & Company
Rhode Island
$523 +$523 +8 New
VSI
205
Verde Servicos Internacionais
Brazil
– -$5.09M -86,900 Closed
BlackRock
206
BlackRock
New York
– -$4.61M -78,593 Closed
KAS
207
Kestra Advisory Services
Texas
– -$2.8M -47,764 Closed
PCP
208
Perbak Capital Partners
United Kingdom
– -$2.43M -41,404 Closed
GS
209
GTS Securities
New York
– -$919K -15,688 Closed
TI
210
Trexquant Investment
Connecticut
– -$466K -7,953 Closed
FTUS
211
Flow Traders U.S.
New York
– -$454K -7,748 Closed
DS
212
DRW Securities
Illinois
– -$360K -6,138 Closed
GWA
213
Gratus Wealth Advisors
Virginia
– -$316K -5,377 Closed
Optiver Holding
214
Optiver Holding
Netherlands
– -$244K -4,155 Closed
HT
215
Headlands Technologies
Illinois
– -$31.6K -539 Closed
CPA
216
Capital Performance Advisors
California
– -$29.3K -500 Closed
CA
217
Continuum Advisory
Idaho
– -$18.9K -275 Closed
HGA
218
Hobbs Group Advisors
South Carolina
– -$2.64K -45 Closed
SJIM
219
St. Johns Investment Management
Florida
– -$2.23K -38 Closed
JIP
220
Jaffetilchin Investment Partners
Florida
– -$240 -4 Closed
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.