KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $739M invested in Invesco KBW Bank ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 35 closing their positions.

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
33
Increased
48
Reduced
50
Closed
35
Calls
$5.01M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$8.25M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$91.3M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$65.1M
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
MIM
4
Morningstar Investment Management
Illinois
$30.4M
5
Wells Fargo
5
Wells Fargo
California
$21.7M

Top Sellers

1
CI
1
Clal Insurance
Israel
$21M
2
PF
2
Phoenix Financial
Israel
$162M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
AI
4
Accredited Investors
Minnesota
$956K
5
MIM
5
Miller Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PF
1
Phoenix Financial
Israel
$162M 3,865,285 -1,347,163 -26%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$91.3M 2,174,503 +2,174,503 New
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$65.1M 1,550,780 +665,792 +75%
Goldman Sachs
4
Goldman Sachs
New York
$50.9M 1,212,109 -77,116 -6%
Bank of America
5
Bank of America
North Carolina
$43.8M 1,042,911 +636,478 +157%
WBG
6
Wharton Business Group
Pennsylvania
$35.6M 847,513 +84,156 +11%
MIM
7
Morningstar Investment Management
Illinois
$30.4M 723,287 +526,871 +268%
Wells Fargo
8
Wells Fargo
California
$21.7M 516,524 +170,182 +49%
Morgan Stanley
9
Morgan Stanley
New York
$21.1M 502,194 -128,068 -20%
CI
10
Clal Insurance
Israel
$21M 500,000 -2,135,000 -81%
WA
11
WP Advisors
California
$13.9M 331,346 +3,631 +1%
SCM
12
SOL Capital Management
Maryland
$13.5M 322,746 +22,747 +8%
LPL Financial
13
LPL Financial
California
$12.1M 287,154 +105,377 +58%
NSLI
14
Nan Shan Life Insurance
Taiwan
$10.1M 241,795 -87,083 -26%
UBS Group
15
UBS Group
Switzerland
$7.86M 187,160 +21,149 +13%
NPPM
16
North Point Portfolio Managers
Ohio
$7.75M 184,663 +2,275 +1%
Millennium Management
17
Millennium Management
New York
$6.52M 155,370 +155,370 New
PCH
18
PGIM Custom Harvest
New Jersey
$6.09M 145,027 +52,388 +57%
Ameriprise
19
Ameriprise
Minnesota
$6.06M 144,582 -23,712 -14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.93M 141,256 -38,850 -22%
LBC
21
Lowe Brockenbrough & Co
Virginia
$5.73M 136,426 +136,426 New
HF
22
HRT Financial
New York
$5.55M 132,173 +125,909 +2,010%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$5.31M 126,429 +8,990 +8%
B
24
Bensler
Washington
$5.01M 119,346 +119,346 New
MAG
25
MRA Advisory Group
New Jersey
$4.84M 115,324 +2,254 +2%
1
2 3 4 5