Invesco KBW Bank ETF
KBWB
148 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, 42 increasing their positions, 52 reducing their positions, and 32 closing their positions.
96% more call options, than puts
Call options by funds: $8.05M | Put options by funds: $4.1M
2.89% more ownership
Funds ownership: 55.14% → 58.03% (+2.9%)
1% more capital invested
Capital invested by funds: $739M → $748M (+$9.23M)
6% less funds holding
Funds holding: 158 → 148 (-10)
19% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 52
28% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 32
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
Top Sellers
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$155M |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$54.8M |
| 3 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$21M |
| 4 |
Goldman Sachs
New York
|
-$17.8M |
| 5 |
Millennium Management
New York
|
-$6.52M |
KBWB Hedge Fund Activity: Q2 2023 in Review
148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2023, worth a combined $748M — up 1.2% from $739M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of KBWB and 23 opened new positions — a net loss of 9 holders — while 52 trimmed existing stakes and 42 added.
The largest buyer was Bank of America, adding an estimated $149M. The largest seller was Phoenix Financial, cutting an estimated $155M.
- 148 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2023, down from 158 in Q1 2023.
- Funds reported $748M of Invesco KBW Bank ETF stock for Q2 2023, up 1.2% quarter-over-quarter.
- 23 funds opened new Invesco KBW Bank ETF positions in Q2 2023 and 32 closed out, a net change of -9 holders.
- The largest Invesco KBW Bank ETF buyer in Q2 2023 was Bank of America, an estimated $149M added.
- The largest Invesco KBW Bank ETF seller in Q2 2023 was Phoenix Financial, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2023.