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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

129 hedge funds and large institutions have $1.31B invested in Invesco KBW Bank ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+43
Holders Change %
+50%
% of All Funds
2.27%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
53
Increased
37
Reduced
21
Closed
8
Calls
$1.23M
Puts
$2.41M
Net Calls
-$1.18M
Net Calls Change
+$552K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$71.4M
2
CI
2
Clal Insurance
Israel
$45.8M
3
Bessemer Group
3
Bessemer Group
New Jersey
$34.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$34.1M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$30.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.6M
2
ACI
2
AMP Capital Investors
Australia
$24.2M
3
WBG
3
Wharton Business Group
Pennsylvania
$60.4M
4
BHB
4
Bank Hapoalim BM
Israel
$11.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCH
26
PGIM Custom Harvest
New Jersey
$7.21M -$233K -3,766 -3%
LPL Financial
27
LPL Financial
California
$7.19M -$50.3K -812 -0.7%
RT
28
Rockland Trust
Massachusetts
$6.89M -$210K -3,399 -3%
MIM
29
Morningstar Investment Management
Illinois
$6.43M -$561K -9,060 -8%
Ameriprise
30
Ameriprise
Minnesota
$5.87M +$1.38M +22,262 +31%
OWA
31
Octavia Wealth Advisors
Ohio
$5.8M +$5.8M +93,646 New
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.58M -$647K -10,459 -10%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$5.01M +$241K +3,889 +5%
Truist Financial
34
Truist Financial
North Carolina
$4.82M -$569K -9,200 -11%
TWA
35
TPB Wealth Advisors
Texas
$4.5M -$553K -8,600 -11%
CA
36
Cetera Advisors
Colorado
$4.3M -$80.7K -1,304 -2%
AO
37
Advisor OS
Illinois
$4.16M +$4.16M +67,267 New
Osaic Holdings
38
Osaic Holdings
Arizona
$4.05M +$510K +8,246 +14%
VAS
39
Valicenti Advisory Services
New York
$4.02M +$4.02M +64,935 New
Stifel Financial
40
Stifel Financial
Missouri
$3.75M -$6.13M -99,056 -62%
William Blair & Company
41
William Blair & Company
Illinois
$3.51M +$580K +9,365 +20%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$3.45M +$3.45M +55,742 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.47M +$1.42M +22,894 +134%
SPC
44
Sigma Planning Corp
Michigan
$2.36M -$420K -6,791 -15%
SAM
45
Stringer Asset Management
Tennessee
$2.23M +$2.23M +35,944 New
GM
46
Granger Management
New York
$2.21M +$2.21M +35,764 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$2.2M +$1.65M +26,692 +299%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.84M +$1.03M +16,578 +127%
AFS
49
Access Financial Services
Minnesota
$1.83M +$1.83M +29,499 New
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$1.75M – – –
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