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Invesco KBW Bank ETF
KBWB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
WBG
1
Wharton Business Group
Pennsylvania
USD 65.7 M +USD 340 k +6,110 +0.5%
Varma Mutual Pension Insurance Co
2
Varma Mutual Pension Insurance Co
Finland
USD 59 M – – –
Bank of America
3
Bank of America
North Carolina
USD 58.6 M -USD 1.76 M -31,721 -3%
Goldman Sachs
4
Goldman Sachs
New York
USD 58.3 M +USD 50.4 M +907,553 +503%
Psagot Value Holdings
5
Psagot Value Holdings
Israel
USD 45.1 M +USD 3.22 k +58 +0%
JP Morgan Chase
6
JP Morgan Chase
New York
USD 38.9 M +USD 36 M +647,507 +829%
UBS Group
7
UBS Group
Switzerland
USD 35.7 M -USD 4.32 M -77,704 -10%
Morgan Stanley
8
Morgan Stanley
New York
USD 30.5 M +USD 1.22 M +22,036 +4%
Accredited Investors
9
Accredited Investors
Minnesota
USD 30.1 M -USD 294 k -5,299 -0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 27.4 M +USD 1.75 M +31,468 +7%
LPL Financial
11
LPL Financial
California
USD 18.6 M +USD 778 k +14,009 +4%
SOL Capital Management
12
SOL Capital Management
Maryland
USD 15.8 M +USD 131 k +2,360 +0.8%
Miller Investment Management
13
Miller Investment Management
Pennsylvania
USD 14.5 M -USD 15.1 M -272,401 -50%
Cumberland Advisors
14
Cumberland Advisors
Florida
USD 12.2 M +USD 274 k +4,925 +2%
Ledyard National Bank
15
Ledyard National Bank
USD 11 M +USD 401 k +7,218 +4%
Raymond James & Associates
16
Raymond James & Associates
Florida
USD 10.5 M +USD 209 k +3,753 +2%
Silvercrest Asset Management
17
Silvercrest Asset Management
New York
USD 9 M +USD 1.27 M +22,793 +16%
Hollow Brook Wealth Management
18
Hollow Brook Wealth Management
New York
USD 7.83 M -USD 217 k -3,905 -3%
Ameriprise
19
Ameriprise
Minnesota
USD 5.68 M +USD 556 k +10,009 +10%
Ontario Teachers' Pension Plan Board
20
Ontario Teachers' Pension Plan Board
Ontario, Canada
USD 5.36 M – – –
FRG Family Wealth Advisors
21
FRG Family Wealth Advisors
Washington
USD 4.49 M +USD 2.43 M +43,675 +109%
Wells Fargo
22
Wells Fargo
California
USD 3.76 M +USD 314 k +5,649 +9%
Raymond James Financial Services Advisors
23
Raymond James Financial Services Advisors
Florida
USD 3.73 M -USD 73.6 k -1,325 -2%
Cetera Advisors
24
Cetera Advisors
Colorado
USD 3.22 M -USD 16.3 k -293 -0.5%
Venturi Wealth Management
25
Venturi Wealth Management
Texas
USD 2.89 M +USD 415 k +7,475 +17%
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