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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

49 hedge funds and large institutions have $317M invested in Invesco KBW Bank ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
11
Increased
28
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.8M
2
AGA
2
Accuvest Global Advisors
Utah
$6.42M
3
Macquarie Group
3
Macquarie Group
Australia
$5.05M
4
WBG
4
Wharton Business Group
Pennsylvania
$33.7M
5
RJA
5
Raymond James & Associates
Florida
$33M

Top Sellers

1
HH
1
Hilltop Holdings
Texas
$0
2
DBT
2
Dubuque Bank & Trust
Iowa
$1.12M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$597K
4
PAI
4
Pittenger & Anderson Inc
Nebraska
$201K
5
AIG
5
American International Group
New York
$136K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.37M +$258K +7,181 +23%
DBT
27
Dubuque Bank & Trust
Iowa
$1.12M -$256K -7,131 -19%
PCM
28
Parsons Capital Management
Rhode Island
$1.08M +$89.9K +2,500 +9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.05M +$1.05M +29,147 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$641K +$641K +17,835 New
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$597K -$51.3K -1,290 -8%
NFC
32
Northeast Financial Consultants
Connecticut
$582K +$96.4K +2,680 +20%
M&T Bank
33
M&T Bank
New York
$579K +$1.37K +38 +0.2%
Citadel Advisors
34
Citadel Advisors
Florida
$575K +$575K +15,999 New
ACM
35
Advisors Capital Management
New Jersey
$558K +$21.9K +608 +4%
Citigroup
36
Citigroup
New York
$289K – – –
CTA
37
Chesley Taft & Associates
Illinois
$273K – – –
CAN
38
Cetera Advisor Networks
California
$207K +$207K +5,750 New
PAI
39
Pittenger & Anderson Inc
Nebraska
$201K -$26.1K -725 -11%
S
40
SignatureFD
Georgia
$179K – – –
AIG
41
American International Group
New York
$136K -$17.9K -497 -12%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$73K +$29.8K +833 +69%
MFS
43
MSI Financial Services
Massachusetts
$56K +$45.2K +1,255 +418%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$53K +$9.52K +265 +22%
IPC
45
Independent Portfolio Consultants
Florida
$50K +$50K +1,380 New
HI
46
Hudock Inc
Pennsylvania
$18K +$1.58K +46 +10%
SF
47
Synovus Financial
Georgia
$13K – – –
Creative Planning
48
Creative Planning
Kansas
$4K +$4K +100 New
HH
49
Hilltop Holdings
Texas
– -$489K -12,296 Closed
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
– -$4K -93 Closed
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