Invesco KBW Bank ETF
KBWB
203 hedge funds and large institutions have $1.9B invested in Invesco KBW Bank ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 16 closing their positions.
944% more call options, than puts
Call options by funds: $2.59M | Put options by funds: $248K
269% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 16
55% more capital invested
Capital invested by funds: $1.22B → $1.9B (+$671M)
23% more funds holding
Funds holding: 165 → 203 (+38)
20% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 49
0.33% more ownership
Funds ownership: 69.99% → 70.32% (+0.33%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$175M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$175M |
| 3 |
Citigroup
New York
|
+$50.5M |
| 4 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$40.5M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$65.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$19.5M |
| 3 |
Bank of New York Mellon
New York
|
-$17.9M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$12.3M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$5.4M |
KBWB Hedge Fund Activity: Q4 2024 in Review
203 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2024, worth a combined $1.9B — up 55% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new KBWB positions and 16 closed out — a net gain of 43 holders — while 59 added to existing stakes and 49 trimmed.
The largest buyer was Clal Insurance, adding an estimated $175M. The largest seller was JP Morgan Chase, cutting an estimated $65.8M.
- 203 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2024, up from 165 in Q3 2024.
- Funds reported $1.9B of Invesco KBW Bank ETF stock for Q4 2024, up 55% quarter-over-quarter.
- 59 funds opened new Invesco KBW Bank ETF positions in Q4 2024 and 16 closed out, a net change of +43 holders.
- The largest Invesco KBW Bank ETF buyer in Q4 2024 was Clal Insurance, an estimated $175M added.
- The largest Invesco KBW Bank ETF seller in Q4 2024 was JP Morgan Chase, an estimated $65.8M sold.
Based on aggregated 13F filings for Q4 2024.