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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $2B invested in Invesco KBW Bank ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.6%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
24
Increased
51
Reduced
52
Closed
26
Calls
$3.53M
Puts
$1.07M
Net Calls
+$2.46M
Net Calls Change
+$4.09M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$528M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$182M
3
CI
3
Clal Insurance
Israel
$222M
4
PF
4
Phoenix Financial
Israel
$217M
5
Morgan Stanley
5
Morgan Stanley
New York
$80M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$1.89M
2
Bank of America
2
Bank of America
North Carolina
$28.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
PCA
4
PL Capital Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$528M 7,875,498 +6,221,558 +376%
CI
2
Clal Insurance
Israel
$222M 3,309,437 +2,569,437 +347%
PF
3
Phoenix Financial
Israel
$217M 3,225,000 +1,881,750 +140%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$182M 2,707,773 +2,707,773 New
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$124M 1,841,789 -241,274 -12%
Goldman Sachs
6
Goldman Sachs
New York
$80.6M 1,201,879 +14,385 +1%
Morgan Stanley
7
Morgan Stanley
New York
$80M 1,192,052 +503,134 +73%
WBG
8
Wharton Business Group
Pennsylvania
$47M 700,002 -109,589 -14%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$43.5M 649,000 -32,102 -5%
Bessemer Group
10
Bessemer Group
New Jersey
$37.6M 560,000 – –
AI
11
Accredited Investors
Minnesota
$29M 432,540 +5,727 +1%
Bank of America
12
Bank of America
North Carolina
$28.6M 426,925 -436,757 -51%
Wells Fargo
13
Wells Fargo
California
$27M 402,380 -63,228 -14%
LJAC
14
L.J. Altfest & Co
New York
$21.2M 316,594 +36,846 +13%
NSLI
15
Nan Shan Life Insurance
Taiwan
$20.1M 300,222 +300,222 New
SCM
16
SOL Capital Management
Maryland
$20M 298,113 -20,174 -6%
UBS Group
17
UBS Group
Switzerland
$19.9M 297,052 +34,251 +13%
AWMS
18
Advocacy Wealth Management Services
Georgia
$18.9M 282,022 +11,166 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.1M 209,860 -116,639 -36%
WA
20
WP Advisors
California
$14M 208,347 -9,214 -4%
NPPM
21
North Point Portfolio Managers
Ohio
$12.6M 188,034 +188,034 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$12.6M 187,663 +36,221 +24%
BHB
23
Bank Hapoalim BM
Israel
$12.3M 183,366 -97,262 -35%
BRCM
24
Bright Rock Capital Management
Massachusetts
$11.1M 165,000 – –
Ameriprise
25
Ameriprise
Minnesota
$10.9M 161,803 +52,183 +48%
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