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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

86 hedge funds and large institutions have $413M invested in Invesco KBW Bank ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
17
Increased
22
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$6.28M
2
Bank of America
2
Bank of America
North Carolina
$27.7M
3
Truist Financial
3
Truist Financial
North Carolina
$4.11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25.4M
5
AIC
5
Ayalon Insurance Company
Israel
$2.25M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.51M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.1M
3
UBS Group
3
UBS Group
Switzerland
$19.8M
4
AP
4
Advisors Preferred
Maryland
$32M
5
Barclays
5
Barclays
United Kingdom
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.43M -$54.3K -933 -2%
AIC
27
Ayalon Insurance Company
Israel
$2.25M +$2.25M +38,605 New
BCM
28
BTR Capital Management
California
$1.98M -$20.4K -350 -1%
HBWM
29
Hollow Brook Wealth Management
New York
$1.96M -$8.62K -148 -0.4%
PCM
30
Penserra Capital Management
California
$1.95M +$1.95M +33,444 New
LPL Financial
31
LPL Financial
California
$1.91M +$149K +2,552 +8%
TRCT
32
Tower Research Capital (TRC)
New York
$1.81M +$212K +3,634 +13%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$1.65M +$1.65M +28,281 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.59M -$1.97M -33,869 -55%
BHB
35
Bank Hapoalim BM
Israel
$1.39M +$1.39M +23,795 New
Stifel Financial
36
Stifel Financial
Missouri
$1.34M +$990K +16,936 +282%
PCM
37
Parsons Capital Management
Rhode Island
$1.29M – – –
Citadel Advisors
38
Citadel Advisors
Florida
$1.2M +$1.2M +20,582 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.17M +$308K +5,286 +36%
SPC
40
Sigma Planning Corp
Michigan
$1.04M +$97.7K +1,678 +10%
ACM
41
Advisors Capital Management
New Jersey
$910K -$2.79K -48 -0.3%
MC
42
Moors & Cabot
Massachusetts
$684K +$3.71K +64 +0.5%
PVH
43
Psagot Value Holdings
Israel
$673K – – –
DACG
44
Donor Advised Charitable Giving
California
$651K – – –
GTAM
45
Global Trust Asset Management
Florida
$607K -$14K -240 -2%
Ameriprise
46
Ameriprise
Minnesota
$598K -$106K -1,827 -15%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$523K +$20.4K +350 +4%
NFC
48
Northeast Financial Consultants
Connecticut
$449K -$34K -584 -7%
CG
49
Colony Group
Massachusetts
$433K +$21K +360 +5%
CB
50
Community Bank
New York
$431K -$138K -2,375 -24%
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