Invesco KBW Bank ETF
KBWB
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.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
89% more capital invested
Capital invested by funds: $85.6M → $162M (+$76.3M)
36% more funds holding
Funds holding: 22 → 30 (+8)
12.05% more ownership
Funds ownership: 51.82% → 63.88% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGT
26
Capital Guardian Trust
Los Angeles,
California
| $55K | +$53.7K | +1,500 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $50K | +$48.5K | +1,355 | New |
|
|
WA
28
Waverly Advisors
Birmingham,
Alabama
| $14K | +$13.6K | +380 | New |
|
|
HI
29
Hudock Inc
Williamsport,
Pennsylvania
| $3K | +$2.65K | +74 | New |
|
30
US Bancorp
Minneapolis,
Minnesota
| $3K | +$3.22K | +90 | New |
|
31
Schroder Investment Management Group
London,
United Kingdom
| – | -$6.65M | -179,024 | Closed |
|
32
Creative Planning
Overland Park,
Kansas
| – | -$1.11M | -30,000 | Closed |
|
|
AP
33
Advisors Preferred
Rockville,
Maryland
| – | -$630K | -16,960 | Closed |
|
|
MA
34
MUFG Americas
New York
| – | -$45K | -1,204 | Closed |
|
KBWB Hedge Fund Activity: Q2 2014 in Review
30 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2014, worth a combined $162M — up 89% from $85.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KBWB positions and 4 closed out — a net gain of 8 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $46.7M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $6.65M sold.
- 30 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2014, up from 22 in Q1 2014.
- Funds reported $162M of Invesco KBW Bank ETF stock for Q2 2014, up 89% quarter-over-quarter.
- 12 funds opened new Invesco KBW Bank ETF positions in Q2 2014 and 4 closed out, a net change of +8 holders.
- The largest Invesco KBW Bank ETF buyer in Q2 2014 was RiverFront Investment Group, an estimated $46.7M added.
- The largest Invesco KBW Bank ETF seller in Q2 2014 was Schroder Investment Management Group, an estimated $6.65M sold.
Based on aggregated 13F filings for Q2 2014.