Invesco KBW Bank ETF
KBWB
33 hedge funds and large institutions have $194M invested in Invesco KBW Bank ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 9 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
35% more capital invested
Capital invested by funds: $144M → $194M (+$50M)
12.18% more ownership
Funds ownership: 49.49% → 61.67% (+12%)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
0% more funds holding
Funds holding: 33 → 33 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$25.6M |
| 2 |
Morgan Stanley
New York
|
+$15M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.41M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$3.66M |
| 5 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$2.88M |
Top Sellers
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$10.4M |
| 2 |
JG
Jefferies Group
New York
|
-$4.75M |
| 3 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$2.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$763K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$446K |
KBWB Hedge Fund Activity: Q1 2015 in Review
33 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q1 2015, worth a combined $194M — up 35% from $144M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KBWB positions and 9 closed out — a net gain of 1 holder — while 14 added to existing stakes and 7 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $25.6M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $10.4M sold.
- 33 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $194M of Invesco KBW Bank ETF stock for Q1 2015, up 35% quarter-over-quarter.
- 10 funds opened new Invesco KBW Bank ETF positions in Q1 2015 and 9 closed out, a net change of +1 holder.
- The largest Invesco KBW Bank ETF buyer in Q1 2015 was RiverFront Investment Group, an estimated $25.6M added.
- The largest Invesco KBW Bank ETF seller in Q1 2015 was New York Life Investment Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2015.