Invesco KBW Bank ETF
KBWB
149 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, 52 increasing their positions, 51 reducing their positions, and 26 closing their positions.
229% more call options, than puts
Call options by funds: $3.53M | Put options by funds: $1.07M
81% more capital invested
Capital invested by funds: $1.11B → $2B (+$893M)
17.99% more ownership
Funds ownership: 46.22% → 64.21% (+18%)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
2% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 51
8% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 26
2% less funds holding
Funds holding: 152 → 149 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$403M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$175M |
| 3 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$166M |
| 4 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$122M |
| 5 |
Morgan Stanley
New York
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$28.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$28.3M |
| 3 |
JP Morgan Chase
New York
|
-$15.6M |
| 4 |
PCA
PL Capital Advisors
Naples,
Florida
|
-$11.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.56M |
KBWB Hedge Fund Activity: Q3 2021 in Review
149 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2021, worth a combined $2B — up 81% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of KBWB and 24 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 52 added.
The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $403M. The largest seller was Schroder Investment Management Group, cutting an estimated $28.9M.
- 149 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2021, down from 152 in Q2 2021.
- Funds reported $2B of Invesco KBW Bank ETF stock for Q3 2021, up 81% quarter-over-quarter.
- 24 funds opened new Invesco KBW Bank ETF positions in Q3 2021 and 26 closed out, a net change of -2 holders.
- The largest Invesco KBW Bank ETF buyer in Q3 2021 was Varma Mutual Pension Insurance Co, an estimated $403M added.
- The largest Invesco KBW Bank ETF seller in Q3 2021 was Schroder Investment Management Group, an estimated $28.9M sold.
Based on aggregated 13F filings for Q3 2021.