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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

48 hedge funds and large institutions have $280M invested in Invesco KBW Bank ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
9
Increased
16
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.5M
2
MIM
2
Miller Investment Management
Pennsylvania
$22.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.55M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.37M
5
AI
5
Accredited Investors
Minnesota
$19.2M

Top Sellers

1
AGA
1
Accuvest Global Advisors
Utah
$0
2
Bank of America
2
Bank of America
North Carolina
$7.67M
3
AFG
3
Albion Financial Group
Utah
$0
4
LPL Financial
4
LPL Financial
California
$1.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$318K +$16.7K +500 +6%
CRC
27
Curi RMB Capital
Illinois
$294K – – –
Citadel Advisors
28
Citadel Advisors
Florida
$256K -$572K -17,109 -69%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$248K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$246K +$468 +14 +0.2%
RJA
31
Raymond James & Associates
Florida
$219K -$170K -5,099 -44%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$219K +$1.94K +58 +0.9%
IA
33
IFP Advisors
Florida
$216K +$216K +6,480 New
CAN
34
Cetera Advisor Networks
California
$202K -$6.12K -185 -3%
PAI
35
Pittenger & Anderson Inc
Nebraska
$165K -$13.4K -400 -7%
DBT
36
Dubuque Bank & Trust
Iowa
$130K -$258K -7,749 -67%
CFA
37
Carroll Financial Associates
North Carolina
$75K – – –
AG
38
Advisor Group
Arizona
$62K +$62K +1,860 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$57K +$237 +7 +0.4%
Walleye Trading
40
Walleye Trading
New York
$47K -$81.4K -2,423 -63%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$44K -$9.95K -297 -18%
Wells Fargo
42
Wells Fargo
California
$27K +$27K +810 New
MFS
43
MSI Financial Services
Massachusetts
$23K -$57.6K -1,691 -71%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$14K – – –
SF
45
Synovus Financial
Georgia
$12K – – –
NFG
46
Next Financial Group
Texas
$10K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8K +245 New
AGA
48
Accuvest Global Advisors
Utah
– -$6.06M -183,250 Closed
AFG
49
Albion Financial Group
Utah
– -$2.11M -63,875 Closed
DBIA
50
Dumont & Blake Investment Advisors
New Jersey
– -$477K -14,440 Closed
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