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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

137 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.

Holders
137
Holders Change
-12
Holders Change %
-8.05%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
12
Increased
35
Reduced
52
Closed
23
Calls
$723K
Puts
$6.33M
Net Calls
-$5.6M
Net Calls Change
-$5.91M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$94.6M
2
CI
2
Clal Insurance
Israel
$129M
3
PF
3
Phoenix Financial
Israel
$189M
4
Bank of America
4
Bank of America
North Carolina
$36.8M
5
MIM
5
Morningstar Investment Management
Illinois
$8.73M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.82M
2
AS
2
Altshuler Shaham
Israel
$4.99M
3
Goldman Sachs
3
Goldman Sachs
New York
$57.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
BRCM
5
Bright Rock Capital Management
Massachusetts
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
PF
1
Phoenix Financial
Israel
$189M 3,806,157 +263,000 +7%
CI
2
Clal Insurance
Israel
$129M 2,635,000 +398,000 +18%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$94.6M 1,925,000 +1,925,000 New
Goldman Sachs
4
Goldman Sachs
New York
$57.7M 1,174,564 -226,851 -16%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$43.2M 879,500 – –
WBG
6
Wharton Business Group
Pennsylvania
$41.1M 837,040 +25,785 +3%
Bank of America
7
Bank of America
North Carolina
$36.8M 749,914 +254,808 +51%
Morgan Stanley
8
Morgan Stanley
New York
$30.1M 613,051 -85,760 -12%
AI
9
Accredited Investors
Minnesota
$25.3M 514,203 +5,850 +1%
BHB
10
Bank Hapoalim BM
Israel
$20.1M 408,933 +27,629 +7%
Wells Fargo
11
Wells Fargo
California
$16.8M 341,700 -78,150 -19%
NSLI
12
Nan Shan Life Insurance
Taiwan
$16.4M 333,378 -530 -0.2%
WA
13
WP Advisors
California
$16.2M 329,571 +4,886 +2%
MIM
14
Miller Investment Management
Pennsylvania
$16.1M 328,030 -307 -0.1%
SCM
15
SOL Capital Management
Maryland
$14.6M 297,523 +5,115 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13M 264,248 -26,316 -9%
LPL Financial
17
LPL Financial
California
$9.99M 203,289 -5,610 -3%
Ameriprise
18
Ameriprise
Minnesota
$9.37M 190,740 -35,771 -16%
MIM
19
Morningstar Investment Management
Illinois
$8.73M 177,812 +57,692 +48%
NPPM
20
North Point Portfolio Managers
Ohio
$8.69M 176,980 -12,264 -6%
UBS Group
21
UBS Group
Switzerland
$8.17M 166,412 -31,409 -16%
KHLMVGHM
22
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.92M 158,784 – –
OWA
23
Octavia Wealth Advisors
Ohio
$6.03M 122,766 -44,875 -27%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$5.77M 117,495 -3,873 -3%
MAG
25
MRA Advisory Group
New Jersey
$5.6M 112,722 +12,578 +13%
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