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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

99 hedge funds and large institutions have $623M invested in Invesco KBW Bank ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
2.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
17
Increased
36
Reduced
26
Closed
11
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
-$99K

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$41.5M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$60.6M
3
RJA
3
Raymond James & Associates
Florida
$10.6M
4
Bank of America
4
Bank of America
North Carolina
$61.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$30.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.91M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.29M
3
NA
3
Nottingham Advisors
New York
$0
4
MIM
4
Miller Investment Management
Pennsylvania
$29.8M
5
Citigroup
5
Citigroup
New York
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$3.33M -$81.3K -1,482 -2%
CB
27
Community Bank
New York
$2.72M -$11K -200 -0.4%
C
28
Clearshares
New York
$2.67M +$347K +6,399 +15%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.57M +$449K +8,226 +21%
AFS
30
Access Financial Services
Minnesota
$2.45M +$459K +8,342 +23%
VWM
31
Venturi Wealth Management
Texas
$2.37M – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.25M +$21.8K +396 +1%
FFWA
33
FRG Family Wealth Advisors
Washington
$2.2M +$2.2M +40,010 New
AGA
34
Accuvest Global Advisors
Utah
$2.03M -$2.8K -51 -0.1%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$1.93M +$949K +17,264 +97%
Citadel Advisors
36
Citadel Advisors
Florida
$1.69M +$1.69M +30,677 New
Jane Street
37
Jane Street
New York
$1.67M +$1.67M +30,326 New
TRCT
38
Tower Research Capital (TRC)
New York
$1.62M +$660K +11,995 +69%
PCM
39
Penserra Capital Management
California
$1.55M +$1.55M +28,114 New
CS
40
Credit Suisse
Switzerland
$1.44M +$1.17M +21,229 +422%
LJAC
41
L.J. Altfest & Co
New York
$1.31M +$22.9K +417 +2%
PCM
42
Parsons Capital Management
Rhode Island
$1.22M -$121K -2,200 -9%
UR
43
USCA RIA
Texas
$1.18M +$55 +1 +0%
TFA
44
Transamerica Financial Advisors
Florida
$1.15M -$1.28M -23,180 -53%
GTAM
45
Global Trust Asset Management
Florida
$957K -$23.4K -425 -2%
HH
46
Hilltop Holdings
Texas
$950K +$293K +5,341 +45%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$811K – – –
M&T Bank
48
M&T Bank
New York
$810K – – –
FAAS
49
First Allied Advisory Services
California
$801K +$285K +5,151 +55%
ACM
50
Advisors Capital Management
New Jersey
$795K +$51.7K +941 +7%
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