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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

148 hedge funds and large institutions have $1.01B invested in Invesco KBW Bank ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 68 reducing their positions, and 23 closing their positions.

Holders
148
Holders Change
-9
Holders Change %
-5.73%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
16
Increased
31
Reduced
68
Closed
23
Calls
$18.9M
Puts
$2M
Net Calls
+$16.9M
Net Calls Change
-$54.8M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$78.4M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$105M
3
CI
3
Clal Insurance
Israel
$14M
4
CWM
4
Congress Wealth Management
Massachusetts
$11.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.3M

Top Sellers

1
Citigroup
1
Citigroup
New York
$4.7M
2
Barclays
2
Barclays
United Kingdom
$68K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$933K
4
Bank of America
4
Bank of America
North Carolina
$368M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$368M 6,852,393 -609,410 -8%
Fisher Asset Management
2
Fisher Asset Management
Washington
$105M 1,947,611 +354,436 +22%
WBG
3
Wharton Business Group
Pennsylvania
$85.4M 1,590,765 -57,457 -3%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$78.4M 1,461,106 +883,970 +153%
Morgan Stanley
5
Morgan Stanley
New York
$41.7M 777,024 -15,688 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$34.3M 640,073 +131,886 +26%
Goldman Sachs
7
Goldman Sachs
New York
$33.7M 628,016 +10,780 +2%
WA
8
WP Advisors
California
$25.7M 479,759 +2,560 +0.5%
SCM
9
SOL Capital Management
Maryland
$18.9M 352,288 -28,532 -7%
LNB
10
Ledyard National Bank
$18.2M 339,540 -4,299 -1%
Wells Fargo
11
Wells Fargo
California
$16.8M 312,704 -181,356 -37%
CI
12
Clal Insurance
Israel
$14M 260,000 +260,000 New
NSLI
13
Nan Shan Life Insurance
Taiwan
$12.9M 240,695 – –
CWM
14
Congress Wealth Management
Massachusetts
$11.5M 214,351 +214,351 New
LPL Financial
15
LPL Financial
California
$10.3M 192,564 +110,216 +134%
RH
16
RFG Holdings
Texas
$9.55M 177,868 +70,247 +65%
UBS Group
17
UBS Group
Switzerland
$9.5M 176,985 -20,619 -10%
LBC
18
Lowe Brockenbrough & Co
Virginia
$7.4M 137,861 +35,428 +35%
NPPM
19
North Point Portfolio Managers
Ohio
$6.41M 119,541 +25,518 +27%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.87M 109,354 -2,481 -2%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$5.55M 103,498 +80,801 +356%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.27M 98,132 -11,671 -11%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.2M 96,919 +91,687 +1,752%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$5.19M 96,669 -101,792 -51%
CA
25
Cetera Advisors
Colorado
$4.98M 92,836 +14,601 +19%
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