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AMP Capital Investors’s Invesco KBW Bank ETF KBWB Stock Holding History

AMP Capital Investors’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-391,074
Closed -$24.2M – 1206
2021
Q1 		$24.2M Sell
391,074
-370,595
-49% -$21.3M 0.12% 200
2020
Q4 		$38M Hold
761,669
– – 0.2% 120
2020
Q3 		$28.2M Buy
761,669
+237,051
+45% +$9.18M 0.17% 139
2020
Q2 		$19.7M Buy
+524,618
New +$19.6M 0.12% 193

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

AMP Capital Investors's KBWB Position: Q2 2021 in Review

AMP Capital Investors sold out of Invesco KBW Bank ETF (KBWB) in Q2 2021, closing a stake of 391,074 shares — an estimated $24.2M sold.

AMP Capital Investors first reported a position in KBWB in Q2 2020 and held it in 4 quarters. The position peaked at $38M in Q4 2020. 152 funds tracked by Wall St. Rank hold KBWB as of Q2 2021.

  • AMP Capital Investors reported no remaining Invesco KBW Bank ETF position as of Q2 2021 after selling out during the quarter.
  • AMP Capital Investors sold 391,074 Invesco KBW Bank ETF shares in Q2 2021, an estimated $24.2M.
  • AMP Capital Investors first reported a position in Invesco KBW Bank ETF in Q2 2020 and held it in 4 quarters.
  • AMP Capital Investors's Invesco KBW Bank ETF position peaked at $38M in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2021.

Based on AMP Capital Investors's 13F filing for Q2 2021, filed 16 Aug 2021.