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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

151 hedge funds and large institutions have $1.11B invested in Invesco KBW Bank ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
36
Increased
59
Reduced
33
Closed
14
Calls
$1.86M
Puts
$3.49M
Net Calls
-$1.64M
Net Calls Change
-$454K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$134M
2
PF
2
Phoenix Financial
Israel
$86.5M
3
Bank of America
3
Bank of America
North Carolina
$55.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$43.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$107M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$30.6M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
ACI
4
AMP Capital Investors
Australia
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$7.59M -$458K -7,117 -6%
PCH
27
PGIM Custom Harvest
New Jersey
$7.45M -$55.9K -868 -0.7%
Ameriprise
28
Ameriprise
Minnesota
$7.05M +$951K +14,793 +16%
RT
29
Rockland Trust
Massachusetts
$6.78M -$395K -6,125 -6%
LPL Financial
30
LPL Financial
California
$6.73M -$756K -11,734 -10%
MIM
31
Morningstar Investment Management
Illinois
$6.54M -$149K -2,318 -2%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.77M -$39.1K -607 -0.7%
Truist Financial
33
Truist Financial
North Carolina
$4.99M -$25.2K -392 -0.5%
Osaic Holdings
34
Osaic Holdings
Arizona
$4.92M +$696K +10,802 +16%
TWA
35
TPB Wealth Advisors
Texas
$4.57M +$64.1K +997 +1%
William Blair & Company
36
William Blair & Company
Illinois
$4.22M +$567K +8,810 +16%
VAS
37
Valicenti Advisory Services
New York
$4.21M +$24.8K +385 +0.6%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$3.86M +$270K +4,196 +8%
Stifel Financial
39
Stifel Financial
Missouri
$3.85M -$57.4K -892 -1%
PAG
40
Private Advisor Group
New Jersey
$3.61M +$3.17M +49,235 +727%
Two Sigma Investments
41
Two Sigma Investments
New York
$3.5M +$3.5M +54,348 New
CA
42
Cetera Advisors
Colorado
$3.5M -$971K -15,068 -22%
HF
43
HRT Financial
New York
$3.11M +$1.47M +22,859 +90%
MIH
44
Meitav Investment House
Israel
$2.94M +$1.29M +20,021 +78%
GM
45
Granger Management
New York
$2.5M +$193K +2,992 +8%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.48M -$95.5K -1,482 -4%
FTUS
47
Flow Traders U.S.
New York
$2.48M +$2.48M +38,442 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.39M +$906K +14,067 +61%
SAM
49
Stringer Asset Management
Tennessee
$2.31M -$6.18K -96 -0.3%
TEC
50
Tiger Eye Capital
Tennessee
$2.19M +$2.19M +34,042 New
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