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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

70 hedge funds and large institutions have $525M invested in Invesco KBW Bank ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
14
Increased
22
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.9M
3
Citigroup
3
Citigroup
New York
$10.5M
4
TSS
4
Two Sigma Securities
New York
$4.28M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.4M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$4.61M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$0
4
X
4
Xponance
Pennsylvania
$0
5
AGA
5
Accuvest Global Advisors
Utah
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
26
Hilltop Holdings
Texas
$1.89M +$1.89M +37,002 New
SG Americas Securities
27
SG Americas Securities
New York
$1.77M +$1.77M +34,500 New
CA
28
Cetera Advisors
Colorado
$1.7M -$192K -3,745 -10%
AFS
29
Access Financial Services
Minnesota
$1.45M +$1.45M +28,240 New
Jane Street
30
Jane Street
New York
$1.37M +$1.37M +26,828 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.28M -$3.54M -69,226 -74%
PCM
32
Parsons Capital Management
Rhode Island
$1.25M -$17.9K -350 -1%
VWM
33
Venturi Wealth Management
Texas
$1.24M +$388K +7,535 +46%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$830K +$59.5K +1,161 +8%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$760K +$1.54K +30 +0.2%
M&T Bank
36
M&T Bank
New York
$755K – – –
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$755K +$755K +14,752 New
LJAC
38
L.J. Altfest & Co
New York
$687K +$687K +13,422 New
ACM
39
Advisors Capital Management
New Jersey
$681K -$120K -2,346 -15%
CAN
40
Cetera Advisor Networks
California
$619K -$25.1K -491 -4%
UR
41
USCA RIA
Texas
$582K – – –
HB
42
Homrich & Berg
Georgia
$529K +$529K +10,341 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$503K -$2.67K -52 -0.5%
OC
44
Oppenheimer & Co
New York
$486K +$486K +9,500 New
IA
45
IFP Advisors
Florida
$477K – – –
OAM
46
Oppenheimer Asset Management
New York
$433K -$187K -3,648 -30%
Millennium Management
47
Millennium Management
New York
$422K +$422K +8,236 New
USAA
48
United Services Automobile Association
Texas
$410K +$56.4K +1,100 +16%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$323K – – –
SPC
50
Sigma Planning Corp
Michigan
$299K +$44.4K +869 +17%
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