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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

71 hedge funds and large institutions have $238M invested in Invesco KBW Bank ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
71
Holders Change
-15
Holders Change %
-17.44%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
10
Increased
15
Reduced
31
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.2M
2
Bank of America
2
Bank of America
North Carolina
$28.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.7M
4
AI
4
Accredited Investors
Minnesota
$12.3M
5
WBG
5
Wharton Business Group
Pennsylvania
$47.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
MIM
2
Miller Investment Management
Pennsylvania
$0
3
Barclays
3
Barclays
United Kingdom
$0
4
UBS Group
4
UBS Group
Switzerland
$5.77M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$748K -$170K -5,058 -18%
PCM
27
Parsons Capital Management
Rhode Island
$729K -$11.7K -350 -2%
LWM
28
Laidlaw Wealth Management
New York
$665K +$665K +19,852 New
SPC
29
Sigma Planning Corp
Michigan
$593K -$4.19K -125 -0.7%
KPW
30
Kore Private Wealth
New York
$583K +$583K +17,382 New
LAM
31
L2 Asset Management
Massachusetts
$562K +$562K +16,774 New
BCM
32
BTR Capital Management
California
$559K -$577K -17,225 -51%
BHB
33
Bank Hapoalim BM
Israel
$547K -$251K -7,490 -31%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$511K -$161K -4,814 -24%
SCM
35
Shapiro Capital Management
Georgia
$503K +$503K +15,000 New
CS
36
Credit Suisse
Switzerland
$399K -$3.33M -99,168 -89%
PVH
37
Psagot Value Holdings
Israel
$388K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$327K +$327K +9,731 New
Stifel Financial
39
Stifel Financial
Missouri
$302K -$469K -13,956 -61%
TRCT
40
Tower Research Capital (TRC)
New York
$294K -$747K -22,272 -72%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$290K -$10.9K -325 -4%
M&T Bank
42
M&T Bank
New York
$212K +$212K +6,323 New
OPS
43
Orion Portfolio Solutions
Nebraska
$205K -$39.1K -1,166 -16%
GT
44
Glenmede Trust
Pennsylvania
$165K – – –
BDWM
45
Brewin Dolphin Wealth Management
Ireland
$151K – – –
CB
46
Community Bank
New York
$105K -$142K -4,260 -58%
Marshall Wace
47
Marshall Wace
United Kingdom
$100K +$100K +2,969 New
IA
48
IndexIQ Advisors
New York
$80K -$103K -3,081 -56%
PAI
49
Pittenger & Anderson Inc
Nebraska
$65K -$8.33K -250 -11%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.1K -$11.7K -350 -16%
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