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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

151 hedge funds and large institutions have $1.11B invested in Invesco KBW Bank ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
36
Increased
59
Reduced
33
Closed
14
Calls
$1.86M
Puts
$3.49M
Net Calls
-$1.64M
Net Calls Change
-$454K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$134M
2
PF
2
Phoenix Financial
Israel
$86.5M
3
Bank of America
3
Bank of America
North Carolina
$55.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$43.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$107M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$30.6M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
ACI
4
AMP Capital Investors
Australia
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$52.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$134M 2,083,063 +1,925,193 +1,219%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$107M 1,653,940 -6,785,935 -80%
PF
3
Phoenix Financial
Israel
$86.5M 1,343,250 +1,343,250 New
Goldman Sachs
4
Goldman Sachs
New York
$76.5M 1,187,494 +80,167 +7%
Bank of America
5
Bank of America
North Carolina
$55.6M 863,682 +463,721 +116%
WBG
6
Wharton Business Group
Pennsylvania
$52.1M 809,591 -166,910 -17%
CI
7
Clal Insurance
Israel
$47.7M 740,000 – –
Morgan Stanley
8
Morgan Stanley
New York
$44.4M 688,918 -145,229 -17%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$43.9M 681,102 +129,611 +24%
Bessemer Group
10
Bessemer Group
New Jersey
$36.1M 560,000 – –
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$30.6M 474,916 -677,977 -59%
Wells Fargo
12
Wells Fargo
California
$30M 465,608 +69,568 +18%
AI
13
Accredited Investors
Minnesota
$27.5M 426,813 +3,380 +0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21M 326,499 +106,926 +49%
SCM
15
SOL Capital Management
Maryland
$20.5M 318,287 -22,721 -7%
BHB
16
Bank Hapoalim BM
Israel
$18.1M 280,628 +97,909 +54%
LJAC
17
L.J. Altfest & Co
New York
$18M 279,748 +52,674 +23%
AWMS
18
Advocacy Wealth Management Services
Georgia
$17.4M 270,856 -2,529 -0.9%
UBS Group
19
UBS Group
Switzerland
$16.9M 262,801 +9,453 +4%
WA
20
WP Advisors
California
$14M 217,561 +558 +0.3%
PCA
21
PL Capital Advisors
Florida
$11.9M 185,000 – –
BRCM
22
Bright Rock Capital Management
Massachusetts
$10.6M 165,000 – –
RJFSA
23
Raymond James Financial Services Advisors
Florida
$9.75M 151,442 +70,557 +87%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.52M 132,313 +13,659 +12%
OWA
25
Octavia Wealth Advisors
Ohio
$7.94M 123,243 +29,597 +32%
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