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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

149 hedge funds and large institutions have $990M invested in Invesco KBW Bank ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 43 closing their positions.

Holders
149
Holders Change
-22
Holders Change %
-12.87%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
22
Increased
48
Reduced
49
Closed
43
Calls
$812K
Puts
$509K
Net Calls
+$303K
Net Calls Change
-$628K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.9M
2
PF
2
Phoenix Financial
Israel
$185M
3
AS
3
Altshuler Shaham
Israel
$22.4M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$17.3M
5
MIM
5
Miller Investment Management
Pennsylvania
$17M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$0
3
Temasek Holdings
3
Temasek Holdings
Singapore
$0
4
SC
4
Sculptor Capital
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$36.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PF
1
Phoenix Financial
Israel
$185M 3,543,157 +562,500 +19%
CI
2
Clal Insurance
Israel
$116M 2,237,000 -13,000 -0.6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$73.9M 1,427,849 +1,013,737 +245%
Goldman Sachs
4
Goldman Sachs
New York
$72.5M 1,401,415 +17,100 +1%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$45.5M 879,500 -6,240 -0.7%
WBG
6
Wharton Business Group
Pennsylvania
$42M 811,255 +110,871 +16%
Morgan Stanley
7
Morgan Stanley
New York
$36.2M 698,811 -290,662 -29%
AI
8
Accredited Investors
Minnesota
$26.3M 508,353 +33,974 +7%
Bank of America
9
Bank of America
North Carolina
$25.6M 495,106 -178,910 -27%
AS
10
Altshuler Shaham
Israel
$22.4M 433,464 +433,464 New
Wells Fargo
11
Wells Fargo
California
$21.7M 419,850 +32,742 +8%
BHB
12
Bank Hapoalim BM
Israel
$19.7M 381,304 +264,857 +227%
NSLI
13
Nan Shan Life Insurance
Taiwan
$17.3M 333,908 +333,908 New
MIM
14
Miller Investment Management
Pennsylvania
$17M 328,337 +328,337 New
WA
15
WP Advisors
California
$16.8M 324,685 +129,158 +66%
SCM
16
SOL Capital Management
Maryland
$15.1M 292,408 +4,725 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15M 290,564 +40,099 +16%
Ameriprise
18
Ameriprise
Minnesota
$11.7M 226,511 +40,287 +22%
LPL Financial
19
LPL Financial
California
$10.8M 208,899 -8,132 -4%
UBS Group
20
UBS Group
Switzerland
$10.2M 197,821 +10,254 +5%
Citadel Advisors
21
Citadel Advisors
Florida
$10.1M 194,940 +130,507 +203%
MIH
22
Meitav Investment House
Israel
$9.94M 191,429 -18,516 -9%
NPPM
23
North Point Portfolio Managers
Ohio
$9.8M 189,244 -1,740 -0.9%
OWA
24
Octavia Wealth Advisors
Ohio
$8.62M 167,641 +2,730 +2%
BRCM
25
Bright Rock Capital Management
Massachusetts
$8.54M 165,000 – –
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