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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

86 hedge funds and large institutions have $884M invested in Invesco KBW Bank ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.53%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
22
Increased
33
Reduced
20
Closed
15
Calls
$704K
Puts
$2.44M
Net Calls
-$1.73M
Net Calls Change
-$1.62M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$416M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.2M
3
BHB
3
Bank Hapoalim BM
Israel
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$68.3M
5
LJAC
5
L.J. Altfest & Co
New York
$15.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.3M
2
CIM
2
Corda Investment Management
Texas
$0
3
WBG
3
Wharton Business Group
Pennsylvania
$64.9M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
26
TPB Wealth Advisors
Texas
$3.9M +$3.9M +78,600 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.88M +$88.8K +1,762 +2%
Ameriprise
28
Ameriprise
Minnesota
$3.65M +$306K +6,083 +9%
CA
29
Cetera Advisors
Colorado
$3.56M +$1.49M +29,499 +72%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.88M +$2.61M +51,845 +958%
UR
31
USCA RIA
Texas
$2.64M +$166K +3,292 +7%
William Blair & Company
32
William Blair & Company
Illinois
$2.38M +$867K +17,206 +57%
SPC
33
Sigma Planning Corp
Michigan
$2.26M +$750K +14,886 +50%
RJA
34
Raymond James & Associates
Florida
$2.06M +$2.06M +40,849 New
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$1.43M – – –
MIM
36
Macroview Investment Management
Maryland
$1.33M +$11.8K +234 +0.9%
RSC
37
Red Spruce Capital
Pennsylvania
$1.32M +$25.4K +504 +2%
PCM
38
Parsons Capital Management
Rhode Island
$1.13M +$48.7K +966 +4%
LWM
39
Laidlaw Wealth Management
New York
$978K – – –
EIC
40
Equity Investment Corp
Georgia
$955K +$955K +18,947 New
AA
41
Addison Advisors
Vermont
$898K +$898K +17,815 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$861K +$76.5K +1,519 +10%
OIA
43
OneDigital Investment Advisors
Kansas
$726K +$726K +14,413 New
BWM
44
Bulltick Wealth Management
Florida
$709K +$709K +14,075 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$658K -$856K -16,999 -57%
State Street
46
State Street
Massachusetts
$561K -$77.6K -1,541 -12%
FFWA
47
FRG Family Wealth Advisors
Washington
$533K -$1.08M -21,490 -67%
VWA
48
V Wealth Advisors
Kansas
$532K +$532K +10,554 New
WHG
49
Westwood Holdings Group
Texas
$508K +$162K +3,215 +47%
NFC
50
Northeast Financial Consultants
Connecticut
$462K -$3.38K -67 -0.7%
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