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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

145 hedge funds and large institutions have $748M invested in Invesco KBW Bank ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 32 closing their positions.

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
23
Increased
41
Reduced
52
Closed
32
Calls
$8.05M
Puts
$4.1M
Net Calls
+$3.95M
Net Calls Change
+$9.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$193M
2
MMH
2
Menora Mivtachim Holdings
Israel
$81.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$31.7M
4
MMA
4
Miracle Mile Advisors
California
$13.6M
5
MIM
5
Morningstar Investment Management
Illinois
$34.8M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$2.11M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$34.1M
3
CI
3
Clal Insurance
Israel
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$31.8M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$193M 4,705,704 +3,662,793 +351%
MMH
2
Menora Mivtachim Holdings
Israel
$81.5M 1,984,826 +1,984,826 New
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$63.7M 1,550,780 – –
WBG
4
Wharton Business Group
Pennsylvania
$39.1M 952,377 +104,864 +12%
MIM
5
Morningstar Investment Management
Illinois
$34.8M 847,385 +124,098 +17%
VMPIC
6
Varma Mutual Pension Insurance Co
Finland
$34.1M 829,787 -1,344,716 -62%
Goldman Sachs
7
Goldman Sachs
New York
$31.8M 775,322 -436,787 -36%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$31.7M 771,748 +730,936 +1,791%
Morgan Stanley
9
Morgan Stanley
New York
$22.6M 549,807 +47,613 +9%
Wells Fargo
10
Wells Fargo
California
$20M 488,048 -28,476 -6%
WA
11
WP Advisors
California
$18M 438,662 +107,316 +32%
SCM
12
SOL Capital Management
Maryland
$15.7M 382,526 +59,780 +19%
MMA
13
Miracle Mile Advisors
California
$13.6M 330,574 +330,574 New
LPL Financial
14
LPL Financial
California
$10.9M 265,312 -21,842 -8%
NSLI
15
Nan Shan Life Insurance
Taiwan
$9.88M 240,695 -1,100 -0.5%
UBS Group
16
UBS Group
Switzerland
$7.82M 190,391 +3,231 +2%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$6.37M 155,099 +54,239 +54%
NPPM
18
North Point Portfolio Managers
Ohio
$5.8M 141,315 -43,348 -23%
LBC
19
Lowe Brockenbrough & Co
Virginia
$5.77M 140,441 +4,015 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.76M 140,379 +72,655 +107%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$5.16M 125,786 -643 -0.5%
SG Americas Securities
22
SG Americas Securities
New York
$5.08M 123,674 +123,674 New
Ameriprise
23
Ameriprise
Minnesota
$4.78M 116,528 -28,054 -19%
Fisher Asset Management
24
Fisher Asset Management
Washington
$4.7M 114,537 +36,985 +48%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.69M 89,812 +74,620 +491%
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