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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

103 hedge funds and large institutions have $630M invested in Invesco KBW Bank ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.36%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
14
Increased
35
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$58.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$38.9M
3
NA
3
Nottingham Advisors
New York
$2.67M
4
FFWA
4
FRG Family Wealth Advisors
Washington
$4.49M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.19M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$32K
2
MIM
2
Miller Investment Management
Pennsylvania
$14.5M
3
AP
3
Advisors Preferred
Maryland
$0
4
VF
4
Virtu Financial
New York
$507K
5
UBS Group
5
UBS Group
Switzerland
$35.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.73M 50,855 +3,792 +8%
NA
27
Nottingham Advisors
New York
$2.67M 48,242 +48,242 New
CB
28
Community Bank
New York
$2.66M 49,575 +100 +0.2%
AFS
29
Access Financial Services
Minnesota
$2.62M 48,919 +4,287 +10%
C
30
Clearshares
New York
$2.57M 47,819 -1,468 -3%
CS
31
Credit Suisse
Switzerland
$2.53M 47,184 +20,929 +80%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.19M 40,891 +40,891 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.18M 40,663 +40,663 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.93M 35,118 – –
AGA
35
Accuvest Global Advisors
Utah
$1.92M 35,814 -1,019 -3%
AWA
36
ARS Wealth Advisors
Florida
$1.79M 33,419 +33,419 New
Citadel Advisors
37
Citadel Advisors
Florida
$1.64M 30,540 -137 -0.4%
BlackRock
38
BlackRock
New York
$1.64M 30,537 +30,000 +5,587%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.42M 26,461 -14,415 -35%
PCM
40
Parsons Capital Management
Rhode Island
$1.19M 22,200 – –
UR
41
USCA RIA
Texas
$1.15M 21,453 – –
HH
42
Hilltop Holdings
Texas
$1.08M 20,197 +2,904 +17%
GTAM
43
Global Trust Asset Management
Florida
$932K 17,390 -25 -0.1%
AG
44
Advisor Group
Arizona
$931K 17,365 +7,952 +84%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$884K 16,482 +16,482 New
ACM
46
Advisors Capital Management
New Jersey
$834K 15,554 +1,086 +8%
FAAS
47
First Allied Advisory Services
California
$825K 15,240 +742 +5%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$791K 14,752 – –
M&T Bank
49
M&T Bank
New York
$790K 14,740 – –
MC
50
Moors & Cabot
Massachusetts
$770K 14,424 +46 +0.3%
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