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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

202 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, 58 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
202
Holders Change
+38
Holders Change %
+23.17%
% of All Funds
2.69%
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
58
Reduced
49
Closed
16
Calls
$2.59M
Puts
$248K
Net Calls
+$2.34M
Net Calls Change
+$740K

Top Buyers

1
CI
1
Clal Insurance
Israel
$193M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$174M
3
Citigroup
3
Citigroup
New York
$51.2M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$40.5M
5
HI
5
Horizon Investments
North Carolina
$25.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.11M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$554M
3
Bank of America
3
Bank of America
North Carolina
$502M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.6M
5
WBG
5
Wharton Business Group
Pennsylvania
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$554M 8,482 -535 -6%
Bank of America
2
Bank of America
North Carolina
$502M 7,680,223 -298,952 -4%
CI
3
Clal Insurance
Israel
$193M 2,950,000 +2,672,000 +961%
Fisher Asset Management
4
Fisher Asset Management
Washington
$182M 2,792,499 +262,848 +10%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$174M 2,670,150 +2,670,000 +1,780,000%
WBG
6
Wharton Business Group
Pennsylvania
$118M 1,799,937 -187,598 -9%
CWM
7
Congress Wealth Management
Massachusetts
$63.8M 976,015 -13,598 -1%
Citigroup
8
Citigroup
New York
$51.2M 784,091 +773,153 +7,069%
Morgan Stanley
9
Morgan Stanley
New York
$50.4M 771,277 +380,436 +97%
FT
10
Fiduciary Trust
Massachusetts
$48.7M 745,392 +282,788 +61%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$40.5M 620,480 +620,000 +129,167%
Goldman Sachs
12
Goldman Sachs
New York
$36M 551,008 +27,634 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$31.4M 480,887 +125,850 +35%
HI
14
Horizon Investments
North Carolina
$25.6M 391,717 +391,717 New
Wells Fargo
15
Wells Fargo
California
$23.9M 366,186 +60,150 +20%
LPL Financial
16
LPL Financial
California
$22.6M 346,539 +111,420 +47%
STA
17
Summit Trail Advisors
New York
$20M 306,642 +306,642 New
LNB
18
Ledyard National Bank
$19.3M 295,318 -31,703 -10%
SCM
19
SOL Capital Management
Maryland
$18.6M 284,398 -8,580 -3%
GP
20
Guardian Partners
Canada
$18.3M 275,752 +275,752 New
UBS Group
21
UBS Group
Switzerland
$16.2M 247,587 +141,683 +134%
VWM
22
Valley Wealth Managers
New Jersey
$13.8M 211,758 +8,636 +4%
RH
23
RFG Holdings
Texas
$12.5M 190,651 -12,237 -6%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$12M 183,319 +164,265 +862%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$10.5M 160,450 +159,892 +28,654%
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