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Invesco KBW Bank ETF

158 hedge funds and large institutions have $977M invested in Invesco KBW Bank ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
158
Holders Change
+21
Holders Change %
+15.33%
% of All Funds
2.55%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
38
Increased
40
Reduced
50
Closed
16
Calls
$3.82M
Puts
$1.19M
Net Calls
+$2.63M
Net Calls Change
+$8.24M
Name Market Value Shares Shares
Change
Shares
Change %
PF
1
Phoenix Financial
Israel
$269M 5,212,448 +1,406,291 +37%
CI
2
Clal Insurance
Israel
$136M 2,635,000
Goldman Sachs
3
Goldman Sachs
New York
$66.5M 1,289,225 +114,661 +10%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$45.7M 884,988 +5,488 +0.6%
WBG
5
Wharton Business Group
Pennsylvania
$39.4M 763,357 -73,683 -9%
Morgan Stanley
6
Morgan Stanley
New York
$32.5M 630,262 +17,211 +3%
AI
7
Accredited Investors
Minnesota
$30.2M 584,852 +70,649 +14%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$23.6M 457,105 -1,467,895 -76%
Bank of America
9
Bank of America
North Carolina
$21M 406,433 -343,481 -46%
BHB
10
Bank Hapoalim BM
Israel
$20.6M 399,428 -9,505 -2%
Wells Fargo
11
Wells Fargo
California
$17.9M 346,342 +4,642 +1%
NSLI
12
Nan Shan Life Insurance
Taiwan
$17M 328,878 -4,500 -1%
WA
13
WP Advisors
California
$16.9M 327,715 -1,856 -0.6%
MIM
14
Miller Investment Management
Pennsylvania
$16.1M 312,254 -15,776 -5%
SCM
15
SOL Capital Management
Maryland
$15.5M 299,999 +2,476 +0.8%
MIM
16
Morningstar Investment Management
Illinois
$10.1M 196,416 +18,604 +10%
NPPM
17
North Point Portfolio Managers
Ohio
$9.41M 182,388 +5,408 +3%
LPL Financial
18
LPL Financial
California
$9.38M 181,777 -21,512 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.3M 180,106 -84,142 -32%
Ameriprise
20
Ameriprise
Minnesota
$8.69M 168,294 -22,446 -12%
UBS Group
21
UBS Group
Switzerland
$8.57M 166,011 -401 -0.2%
KHLMVGHM
22
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$8.23M 158,784
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.52M 145,649 +70,285 +93%
Marshall Wace
24
Marshall Wace
United Kingdom
$7.33M 141,930 +54,701 +63%
RJA
25
Raymond James & Associates
Florida
$6.94M 134,417 +82,649 +160%