Invesco KBW Bank ETF
KBWB
165 hedge funds and large institutions have $1.22B invested in Invesco KBW Bank ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 18 closing their positions.
976% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $164K
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
13% more capital invested
Capital invested by funds: $1.09B → $1.22B (+$138M)
6% more funds holding
Funds holding: 156 → 165 (+9)
2.71% less ownership
Funds ownership: 72.7% → 69.99% (-2.7%)
20% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 56
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$79.1M |
| 2 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$26.3M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$24.4M |
| 4 |
Bank of New York Mellon
New York
|
+$20.4M |
| 5 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$47.1M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$23M |
| 3 |
WA
WP Advisors
San Francisco,
California
|
-$20.7M |
| 4 |
Morgan Stanley
New York
|
-$19.8M |
| 5 |
Goldman Sachs
New York
|
-$14.3M |
KBWB Hedge Fund Activity: Q3 2024 in Review
165 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2024, worth a combined $1.22B — up 13% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new KBWB positions and 18 closed out — a net gain of 11 holders — while 45 added to existing stakes and 56 trimmed.
The largest buyer was Bank of America, adding an estimated $79.1M. The largest seller was JP Morgan Chase, cutting an estimated $47.1M.
- 165 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2024, up from 156 in Q2 2024.
- Funds reported $1.22B of Invesco KBW Bank ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 29 funds opened new Invesco KBW Bank ETF positions in Q3 2024 and 18 closed out, a net change of +11 holders.
- The largest Invesco KBW Bank ETF buyer in Q3 2024 was Bank of America, an estimated $79.1M added.
- The largest Invesco KBW Bank ETF seller in Q3 2024 was JP Morgan Chase, an estimated $47.1M sold.
Based on aggregated 13F filings for Q3 2024.