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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

52 hedge funds and large institutions have $278M invested in Invesco KBW Bank ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
12
Increased
15
Reduced
15
Closed
7
Calls
$777K
Puts
$366K
Net Calls
+$411K
Net Calls Change
+$411K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$17.5M
2
MIM
2
Miller Investment Management
Pennsylvania
$36M
3
RJA
3
Raymond James & Associates
Florida
$6.83M
4
CA
4
Cumberland Advisors
Florida
$5.48M
5
HBWM
5
Hollow Brook Wealth Management
New York
$4.99M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
VF
4
Virtu Financial
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$255K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$514K – – –
Citigroup
27
Citigroup
New York
$348K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$345K -$4.89K -134 -1%
CRC
29
Curi RMB Capital
Illinois
$321K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$309K +$41K +1,127 +15%
SG Americas Securities
31
SG Americas Securities
New York
$255K -$1.71M -46,982 -87%
Millennium Management
32
Millennium Management
New York
$251K +$251K +6,889 New
IA
33
IFP Advisors
Florida
$236K – – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$233K -$5.75K -158 -2%
CAN
35
Cetera Advisor Networks
California
$230K +$7.29K +200 +3%
TSS
36
Two Sigma Securities
New York
$210K +$210K +5,761 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$187K -$84.3K -2,307 -31%
PAI
38
Pittenger & Anderson Inc
Nebraska
$175K -$5.48K -150 -3%
AG
39
Advisor Group
Arizona
$92K +$24.5K +676 +36%
WIC
40
Woodmont Investment Counsel
Tennessee
$91K +$91K +2,500 New
IPC
41
Independent Portfolio Consultants
Florida
$67K +$67K +1,845 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$49K -$13.5K -365 -22%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$48K +$255 +7 +0.5%
Wells Fargo
44
Wells Fargo
California
$39K +$9.59K +264 +33%
Walleye Trading
45
Walleye Trading
New York
$29K -$22.1K -605 -43%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$13K -$2.29K -60 -15%
SF
47
Synovus Financial
Georgia
$13K – – –
NFG
48
Next Financial Group
Texas
$11K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +140 New
Mariner
50
Mariner
Kansas
$4K +$4K +110 New
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2
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