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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

54 hedge funds and large institutions have $326M invested in Invesco KBW Bank ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
21
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.3M
2
LPL Financial
2
LPL Financial
California
$3.72M
3
WBG
3
Wharton Business Group
Pennsylvania
$36.8M
4
BTS
4
BB&T Securities
Virginia
$5.78M
5
UBS Group
5
UBS Group
Switzerland
$6.8M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$28.3M
2
SAM
2
Stringer Asset Management
Tennessee
$0
3
CS
3
Credit Suisse
Switzerland
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
CA
5
Cumberland Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
26
M&T Bank
New York
$843K +$238K +6,323 +39%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$744K +$73.8K +1,963 +11%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$717K -$379K -10,085 -35%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$616K -$813K -21,631 -57%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$575K +$10.5K +279 +2%
ACM
31
Advisors Capital Management
New Jersey
$570K -$13.2K -350 -2%
DBIA
32
Dumont & Blake Investment Advisors
New Jersey
$529K +$529K +14,060 New
VF
33
Virtu Financial
New York
$357K +$357K +9,510 New
CRC
34
Curi RMB Capital
Illinois
$331K +$331K +8,800 New
CCM
35
Condor Capital Management
New Jersey
$317K +$317K +8,443 New
Citigroup
36
Citigroup
New York
$312K +$9.6K +255 +3%
CTA
37
Chesley Taft & Associates
Illinois
$286K – – –
CAN
38
Cetera Advisor Networks
California
$236K +$18.4K +486 +8%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$224K +$168K +4,477 +303%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$211K +$211K +5,613 New
PAI
41
Pittenger & Anderson Inc
Nebraska
$204K -$5.63K -150 -3%
S
42
SignatureFD
Georgia
$189K +$2.25K +60 +1%
AIG
43
American International Group
New York
$116K -$26K -690 -18%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$97K +$20.4K +544 +27%
MFS
45
MSI Financial Services
Massachusetts
$88K +$29.6K +790 +51%
CFA
46
Carroll Financial Associates
North Carolina
$31K +$31K +847 New
HI
47
Hudock Inc
Pennsylvania
$19K – – –
WAS
48
Winch Advisory Services
Wisconsin
$15K +$15K +388 New
SF
49
Synovus Financial
Georgia
$14K – – –
AWMS
50
Advocacy Wealth Management Services
Georgia
$14K +$14K +375 New
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2
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