Invesco KBW Bank ETF
KBWB
160 hedge funds and large institutions have $978M 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.
222% more call options, than puts
Call options by funds: $3.82M | Put options by funds: $1.19M
138% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 16
15% more funds holding
Funds holding: 139 → 160 (+21)
4.62% more ownership
Funds ownership: 51.55% → 56.17% (+4.6%)
4% more capital invested
Capital invested by funds: $941M → $978M (+$36.8M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
20% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 50
Top Buyers
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$73.8M |
| 2 |
Goldman Sachs
New York
|
+$6.02M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$4.6M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.34M |
| 5 |
AI
Accredited Investors
Edina,
Minnesota
|
+$3.71M |
Top Sellers
KBWB Hedge Fund Activity: Q4 2022 in Review
160 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2022, worth a combined $978M — up 3.9% from $941M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new KBWB positions and 16 closed out — a net gain of 22 holders — while 40 added to existing stakes and 50 trimmed.
The largest buyer was Phoenix Financial, adding an estimated $73.8M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $77M.
- 160 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2022, up from 139 in Q3 2022.
- Funds reported $978M of Invesco KBW Bank ETF stock for Q4 2022, up 3.9% quarter-over-quarter.
- 38 funds opened new Invesco KBW Bank ETF positions in Q4 2022 and 16 closed out, a net change of +22 holders.
- The largest Invesco KBW Bank ETF buyer in Q4 2022 was Phoenix Financial, an estimated $73.8M added.
- The largest Invesco KBW Bank ETF seller in Q4 2022 was Migdal Insurance & Financial Holdings, an estimated $77M sold.
Based on aggregated 13F filings for Q4 2022.