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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

99 hedge funds and large institutions have $597M invested in Invesco KBW Bank ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
2.27%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
10
Increased
25
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
Nottingham Advisors
New York
$12.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$45M
3
Jane Street
3
Jane Street
New York
$5.03M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.4M
5
CS
5
Credit Suisse
Switzerland
$4.27M

Top Sellers

1
MIM
1
Miller Investment Management
Pennsylvania
$0
2
CA
2
Cumberland Advisors
Florida
$0
3
AI
3
Accredited Investors
Minnesota
$22.6M
4
UBS Group
4
UBS Group
Switzerland
$29.3M
5
Bank of America
5
Bank of America
North Carolina
$54.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.44M 45,214 -60,353 -57%
TRCT
27
Tower Research Capital (TRC)
New York
$2.4M 44,303 +43,696 +7,199%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.35M 43,411 -7,444 -15%
C
29
Clearshares
New York
$2.26M 41,422 -6,397 -13%
VWM
30
Venturi Wealth Management
Texas
$2.2M 40,670 -9,980 -20%
AGA
31
Accuvest Global Advisors
Utah
$1.94M 35,814 – –
BTS
32
BB&T Securities
Virginia
$1.74M 32,265 +27,762 +617%
AWA
33
ARS Wealth Advisors
Florida
$1.68M 30,985 -2,434 -7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.58M 29,156 +12,674 +77%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$1.55M 28,691 +13,939 +94%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.37M 25,295 -1,166 -4%
HH
37
Hilltop Holdings
Texas
$1.21M 22,460 +2,263 +11%
PCM
38
Parsons Capital Management
Rhode Island
$1.2M 22,200 – –
UR
39
USCA RIA
Texas
$1.13M 20,855 -598 -3%
GTAM
40
Global Trust Asset Management
Florida
$935K 17,280 -110 -0.6%
MC
41
Moors & Cabot
Massachusetts
$840K 15,495 +1,071 +7%
ACM
42
Advisors Capital Management
New Jersey
$818K 15,128 -426 -3%
M&T Bank
43
M&T Bank
New York
$797K 14,740 – –
Citadel Advisors
44
Citadel Advisors
Florida
$754K 13,942 -16,598 -54%
FAIM
45
Financial Advocates Investment Management
Washington
$704K 13,018 -27 -0.2%
SC
46
Scotia Capital
Ontario, Canada
$702K 12,980 +12,980 New
FAAS
47
First Allied Advisory Services
California
$679K 12,495 -2,745 -18%
NFC
48
Northeast Financial Consultants
Connecticut
$628K 11,632 +4,547 +64%
DACG
49
Donor Advised Charitable Giving
California
$605K 11,187 – –
CAN
50
Cetera Advisor Networks
California
$582K 10,752 -1,047 -9%
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