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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

157 hedge funds and large institutions have $1.08B invested in Invesco KBW Bank ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 60 reducing their positions, and 20 closing their positions.

Holders
157
Holders Change
+17
Holders Change %
+12.14%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
37
Increased
39
Reduced
60
Closed
20
Calls
$81.6M
Puts
$9.84M
Net Calls
+$71.8M
Net Calls Change
+$76M

Top Buyers

1
Citigroup
1
Citigroup
New York
$118M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$37.9M
3
Bank of America
3
Bank of America
North Carolina
$367M
4
Barclays
4
Barclays
United Kingdom
$47.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$28.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
MMH
2
Menora Mivtachim Holdings
Israel
$0
3
QFA
3
Quattro Financial Advisors
Texas
$580K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$38K
5
MMA
5
Miracle Mile Advisors
California
$459K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$367M 7,461,803 +688,116 +10%
Citigroup
2
Citigroup
New York
$118M 2,393,731 +2,392,824 +263,817%
WBG
3
Wharton Business Group
Pennsylvania
$81.1M 1,648,222 +421,148 +34%
Fisher Asset Management
4
Fisher Asset Management
Washington
$78.4M 1,593,175 +392,919 +33%
Barclays
5
Barclays
United Kingdom
$47.9M 973,536 +590,197 +154%
Morgan Stanley
6
Morgan Stanley
New York
$39M 792,712 +382,372 +93%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$37.9M 769,983 +769,983 New
Goldman Sachs
8
Goldman Sachs
New York
$30.4M 617,236 -121,410 -16%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$28.4M 577,136 +433,633 +302%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$25M 508,187 +426,877 +525%
Wells Fargo
11
Wells Fargo
California
$24.3M 494,060 +22,190 +5%
WA
12
WP Advisors
California
$23.5M 477,199 +15,592 +3%
SCM
13
SOL Capital Management
Maryland
$18.7M 380,820 -1,471 -0.4%
LNB
14
Ledyard National Bank
$16.9M 343,839 -397 -0.1%
NSLI
15
Nan Shan Life Insurance
Taiwan
$11.8M 240,695 – –
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$9.76M 198,461 +155,248 +359%
UBS Group
17
UBS Group
Switzerland
$9.72M 197,604 -15,765 -7%
PBCM
18
Point Break Capital Management
Florida
$6.1M 124,000 +124,000 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.5M 111,835 -6,909 -6%
Citadel Advisors
20
Citadel Advisors
Florida
$5.46M 111,034 +68,974 +164%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$5.4M 109,803 -11,646 -10%
LIP
22
Lighthouse Investment Partners
Florida
$5.3M 107,666 +107,666 New
RH
23
RFG Holdings
Texas
$5.29M 107,621 +12,813 +14%
LBC
24
Lowe Brockenbrough & Co
Virginia
$5.04M 102,433 -41,033 -29%
NPPM
25
North Point Portfolio Managers
Ohio
$4.62M 94,023 -42,142 -31%
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