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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

164 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, 44 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
44
Reduced
56
Closed
18
Calls
$1.76M
Puts
$164K
Net Calls
+$1.6M
Net Calls Change
-$134K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$468M
2
FT
2
Fiduciary Trust
Massachusetts
$27.1M
3
WBG
3
Wharton Business Group
Pennsylvania
$116M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21M
5
CWM
5
Congress Wealth Management
Massachusetts
$58M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$61.8M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$6.28M
3
WA
3
WP Advisors
California
$5.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$30.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$468M 7,979,175 +1,389,393 +21%
Fisher Asset Management
2
Fisher Asset Management
Washington
$148M 2,529,651 +262,800 +12%
WBG
3
Wharton Business Group
Pennsylvania
$116M 1,987,535 +427,872 +27%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$61.8M 1,053,619 -827,259 -44%
CWM
5
Congress Wealth Management
Massachusetts
$58M 989,613 +280,464 +40%
Goldman Sachs
6
Goldman Sachs
New York
$30.7M 523,374 -251,931 -32%
FT
7
Fiduciary Trust
Massachusetts
$27.1M 462,604 +462,604 New
Morgan Stanley
8
Morgan Stanley
New York
$22.9M 390,841 -348,523 -47%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$21M 358,693 +358,693 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$20.8M 355,037 -60,581 -15%
LNB
11
Ledyard National Bank
$19.2M 327,021 -7,321 -2%
Wells Fargo
12
Wells Fargo
California
$17.9M 306,036 -7,124 -2%
SCM
13
SOL Capital Management
Maryland
$17.2M 292,978 -16,626 -5%
CI
14
Clal Insurance
Israel
$16.3M 278,000 +18,000 +7%
LPL Financial
15
LPL Financial
California
$13.8M 235,119 +16,093 +7%
VWM
16
Valley Wealth Managers
New Jersey
$11.9M 203,122 +72,820 +56%
RH
17
RFG Holdings
Texas
$11.9M 202,888 +8,353 +4%
GLA
18
Good Life Advisors
Pennsylvania
$7.82M 133,406 +133,406 New
GCA
19
Guardian Capital Advisors
Ontario, Canada
$7.23M 125,760 -122,760 -49%
LBC
20
Lowe Brockenbrough & Co
Virginia
$6.31M 107,701 -30,991 -22%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$6.28M 107,100 -404,152 -79%
UBS Group
22
UBS Group
Switzerland
$6.21M 105,904 -20,752 -16%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.87M 100,205 +524 +0.5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$5.87M 100,126 +1,934 +2%
Tudor Investment Corp
25
Tudor Investment Corp
Connecticut
$5.77M 98,443 +77,179 +363%
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