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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

140 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 26 closing their positions.

Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
36
Reduced
49
Closed
26
Calls
$4.07M
Puts
$8.36M
Net Calls
-$4.28M
Net Calls Change
-$8.23M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$232M
2
Bank of America
2
Bank of America
North Carolina
$271M
3
MMH
3
Menora Mivtachim Holdings
Israel
$154M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$48.1M
5
Barclays
5
Barclays
United Kingdom
$15.4M

Top Sellers

1
MIM
1
Morningstar Investment Management
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.73M
3
LPL Financial
3
LPL Financial
California
$3.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.4M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$271M 6,773,687 +2,067,983 +44%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$232M 5,800,272 +4,970,485 +599%
MMH
3
Menora Mivtachim Holdings
Israel
$154M 3,854,826 +1,870,000 +94%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$62.1M 1,550,780 – –
WBG
5
Wharton Business Group
Pennsylvania
$49.2M 1,227,074 +274,697 +29%
Fisher Asset Management
6
Fisher Asset Management
Washington
$48.1M 1,200,256 +1,085,719 +948%
Goldman Sachs
7
Goldman Sachs
New York
$29.6M 738,646 -36,676 -5%
Wells Fargo
8
Wells Fargo
California
$18.9M 471,870 -16,178 -3%
WA
9
WP Advisors
California
$18.5M 461,607 +22,945 +5%
Morgan Stanley
10
Morgan Stanley
New York
$16.4M 410,340 -139,467 -25%
Barclays
11
Barclays
United Kingdom
$15.4M 383,339 +362,758 +1,763%
SCM
12
SOL Capital Management
Maryland
$15.3M 382,291 -235 -0.1%
LNB
13
Ledyard National Bank
$13.8M 344,236 +344,236 New
MMA
14
Miracle Mile Advisors
California
$13.4M 335,149 +4,575 +1%
NSLI
15
Nan Shan Life Insurance
Taiwan
$9.64M 240,695 – –
UBS Group
16
UBS Group
Switzerland
$8.55M 213,369 +22,978 +12%
BHB
17
Bank Hapoalim BM
Israel
$7.96M 198,539 +177,509 +844%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$5.75M 143,503 -11,596 -7%
LBC
19
Lowe Brockenbrough & Co
Virginia
$5.75M 143,466 +3,025 +2%
NPPM
20
North Point Portfolio Managers
Ohio
$5.46M 136,165 -5,150 -4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.87M 121,449 -4,337 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.76M 118,744 -21,635 -15%
RH
23
RFG Holdings
Texas
$3.8M 94,808 +94,808 New
PCH
24
PGIM Custom Harvest
New Jersey
$3.59M 89,509 +23 +0%
MAG
25
MRA Advisory Group
New Jersey
$3.49M 87,203 +6,246 +8%
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