Invesco KBW Bank ETF
KBWB
149 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, 32 increasing their positions, 68 reducing their positions, and 24 closing their positions.
845% more call options, than puts
Call options by funds: $18.9M | Put options by funds: $2M
1.48% less ownership
Funds ownership: 66.34% → 64.87% (-1.5%)
6% less funds holding
Funds holding: 159 → 149 (-10)
7% less capital invested
Capital invested by funds: $1.08B → $1.01B (-$76.7M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
33% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 24
53% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$43.9M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$17.6M |
| 3 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$12.9M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$10.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$114M |
| 2 |
Barclays
London,
United Kingdom
|
-$48.3M |
| 3 |
Rockefeller Capital Management
New York
|
-$37.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$30.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$9M |
KBWB Hedge Fund Activity: Q1 2024 in Review
149 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q1 2024, worth a combined $1.01B — down 7.1% from $1.08B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of KBWB and 16 opened new positions — a net loss of 8 holders — while 68 trimmed existing stakes and 32 added.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $43.9M. The largest seller was Citigroup, cutting an estimated $114M.
- 149 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q1 2024, down from 159 in Q4 2023.
- Funds reported $1.01B of Invesco KBW Bank ETF stock for Q1 2024, down 7.1% quarter-over-quarter.
- 16 funds opened new Invesco KBW Bank ETF positions in Q1 2024 and 24 closed out, a net change of -8 holders.
- The largest Invesco KBW Bank ETF buyer in Q1 2024 was BNP Paribas Financial Markets, an estimated $43.9M added.
- The largest Invesco KBW Bank ETF seller in Q1 2024 was Citigroup, an estimated $114M sold.
Based on aggregated 13F filings for Q1 2024.