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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

155 hedge funds and large institutions have $1.09B invested in Invesco KBW Bank ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
27
Increased
39
Reduced
50
Closed
17
Calls
$1.98M
Puts
$246K
Net Calls
+$1.73M
Net Calls Change
-$15.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$101M
2
CWM
2
Congress Wealth Management
Massachusetts
$37.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$121M
4
GCA
4
Guardian Capital Advisors
Ontario, Canada
$13.7M
5
PCP
5
Perbak Capital Partners
United Kingdom
$9.24M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$353M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.2M
5
NPPM
5
North Point Portfolio Managers
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$353M 6,589,782 -262,611 -4%
Fisher Asset Management
2
Fisher Asset Management
Washington
$121M 2,266,851 +319,240 +16%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$101M 1,880,878 +1,784,209 +1,846%
WBG
4
Wharton Business Group
Pennsylvania
$83.4M 1,559,663 -31,102 -2%
Goldman Sachs
5
Goldman Sachs
New York
$41.5M 775,305 +147,289 +23%
Morgan Stanley
6
Morgan Stanley
New York
$39.6M 739,364 -37,660 -5%
CWM
7
Congress Wealth Management
Massachusetts
$37.9M 709,149 +494,798 +231%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$27.4M 511,252 -949,854 -65%
WA
9
WP Advisors
California
$24.5M 457,140 -22,619 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$22.2M 415,618 -224,455 -35%
LNB
11
Ledyard National Bank
$17.9M 334,342 -5,198 -2%
Wells Fargo
12
Wells Fargo
California
$16.8M 313,160 +456 +0.1%
SCM
13
SOL Capital Management
Maryland
$16.6M 309,604 -42,684 -12%
CI
14
Clal Insurance
Israel
$13.9M 260,000 – –
GCA
15
Guardian Capital Advisors
Ontario, Canada
$13.7M 248,520 +248,520 New
LPL Financial
16
LPL Financial
California
$11.7M 219,026 +26,462 +14%
RH
17
RFG Holdings
Texas
$10.4M 194,535 +16,667 +9%
PCP
18
Perbak Capital Partners
United Kingdom
$9.24M 172,794 +172,794 New
Citigroup
19
Citigroup
New York
$8.86M 165,534 +77,911 +89%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.43M 138,908 +125,133 +908%
LBC
21
Lowe Brockenbrough & Co
Virginia
$7.42M 138,692 +831 +0.6%
Two Sigma Investments
22
Two Sigma Investments
New York
$7.26M 135,763 +135,763 New
VWM
23
Valley Wealth Managers
New Jersey
$6.97M 130,302 +130,302 New
UBS Group
24
UBS Group
Switzerland
$6.78M 126,656 -50,329 -28%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$5.33M 99,681 +2,762 +3%
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