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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

30 hedge funds and large institutions have $162M invested in Invesco KBW Bank ETF in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+8
Holders Change %
+36.36%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
12
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$47.8M
2
BTS
2
BB&T Securities
Virginia
$11.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.13M
4
AGA
4
Accuvest Global Advisors
Utah
$6.88M
5
NYLIM
5
New York Life Investment Management
New York
$12.9M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
CS
2
Credit Suisse
Switzerland
$3.48M
3
Creative Planning
3
Creative Planning
Kansas
$0
4
AP
4
Advisors Preferred
Maryland
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGT
26
Capital Guardian Trust
California
$55K +$55K +1,500 New
TRCT
27
Tower Research Capital (TRC)
New York
$50K +$50K +1,355 New
WA
28
Waverly Advisors
Alabama
$14K +$14K +380 New
HI
29
Hudock Inc
Pennsylvania
$3K +$3K +74 New
US Bancorp
30
US Bancorp
Minnesota
$3K +$3K +90 New
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
– -$6.65M -179,024 Closed
Creative Planning
32
Creative Planning
Kansas
– -$1.11M -30,000 Closed
AP
33
Advisors Preferred
Maryland
– -$630K -16,960 Closed
MA
34
MUFG Americas
New York
– -$45K -1,204 Closed
1
2