Invesco KBW Bank ETF
KBWB
139 hedge funds and large institutions have $941M invested in Invesco KBW Bank ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 52 reducing their positions, and 23 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
3.73% less ownership
Funds ownership: 55.28% → 51.55% (-3.7%)
5% less capital invested
Capital invested by funds: $991M → $941M (-$49.5M)
8% less funds holding
Funds holding: 151 → 139 (-12)
33% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 52
48% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 23
89% less call options, than puts
Call options by funds: $723K | Put options by funds: $6.33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$105M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$21.7M |
| 3 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$14.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.9M |
| 5 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$73.7M |
| 2 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
-$18.2M |
| 3 |
Goldman Sachs
New York
|
-$12.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$10.6M |
| 5 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
-$6.82M |
KBWB Hedge Fund Activity: Q3 2022 in Review
139 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2022, worth a combined $941M — down 5% from $991M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of KBWB and 12 opened new positions — a net loss of 11 holders — while 52 trimmed existing stakes and 35 added.
The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $105M. The largest seller was JP Morgan Chase, cutting an estimated $73.7M.
- 139 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2022, down from 151 in Q2 2022.
- Funds reported $941M of Invesco KBW Bank ETF stock for Q3 2022, down 5% quarter-over-quarter.
- 12 funds opened new Invesco KBW Bank ETF positions in Q3 2022 and 23 closed out, a net change of -11 holders.
- The largest Invesco KBW Bank ETF buyer in Q3 2022 was Migdal Insurance & Financial Holdings, an estimated $105M added.
- The largest Invesco KBW Bank ETF seller in Q3 2022 was JP Morgan Chase, an estimated $73.7M sold.
Based on aggregated 13F filings for Q3 2022.