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Invesco KBW Bank ETF
KBWB

203 hedge funds and large institutions have $2.45B 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.

New
Increased
Maintained
Reduced
Closed

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

100% more capital invested

Capital invested by funds: $1.22B → $2.45B (+$1.23B)

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)

Holders
203
Holders Change
+38
Holders Change %
+23.03%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
59
Increased
59
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
Clal Insurance
Israel
+$175M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$175M
3
Citigroup
Citigroup
New York
+$50.5M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$40.5M
5
HI
Horizon Investments
North Carolina
+$25.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$65.8M
2
Bank of America
Bank of America
North Carolina
-$19.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.9M
4
WBG
Wharton Business Group
Pennsylvania
-$12.3M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$554M -$35K -535 -6%
Bank of America
2
Bank of America
North Carolina
$502M -$19.5M -298,952 -4%
CI
3
Clal Insurance
Israel
$193M +$175M +2,672,000 +961%
Fisher Asset Management
4
Fisher Asset Management
Washington
$182M +$17.2M +262,848 +10%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$174M +$175M +2,670,000 +1,780,000%
WBG
6
Wharton Business Group
Pennsylvania
$118M -$12.3M -187,598 -9%
CWM
7
Congress Wealth Management
Massachusetts
$63.8M -$889K -13,598 -1%
Citigroup
8
Citigroup
New York
$51.2M +$50.5M +773,153 +7,069%
Morgan Stanley
9
Morgan Stanley
New York
$50.4M +$24.9M +380,436 +97%
FT
10
Fiduciary Trust
Massachusetts
$48.7M +$18.5M +282,788 +61%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$40.5M +$40.5M +620,000 +129,167%
Goldman Sachs
12
Goldman Sachs
New York
$36M +$1.81M +27,634 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$31.4M +$8.23M +125,850 +35%
HI
14
Horizon Investments
North Carolina
$25.6M +$25.6M +391,717 New
Wells Fargo
15
Wells Fargo
California
$23.9M +$3.93M +60,150 +20%
LPL Financial
16
LPL Financial
California
$22.6M +$7.28M +111,420 +47%
STA
17
Summit Trail Advisors
New York
$20M +$20M +306,642 New
LNB
18
Ledyard National Bank
$19.3M -$2.07M -31,703 -10%
SCM
19
SOL Capital Management
Maryland
$18.6M -$561K -8,580 -3%
GP
20
Guardian Partners
Canada
$18.3M +$18M +275,752 New
UBS Group
21
UBS Group
Switzerland
$16.2M +$9.26M +141,683 +134%
VWM
22
Valley Wealth Managers
New Jersey
$13.8M +$565K +8,636 +4%
RH
23
RFG Holdings
Texas
$12.5M -$800K -12,237 -6%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$12M +$10.7M +164,265 +862%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$10.5M +$10.5M +159,892 +28,654%
1
2 3 4 5

KBWB Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2024, worth a combined $2.45B — up 100% 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 $2.45B of Invesco KBW Bank ETF stock for Q4 2024, up 100% 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.