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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

76 hedge funds and large institutions have $482M invested in Invesco KBW Bank ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+20
Holders Change %
+35.71%
% of All Funds
1.89%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
24
Increased
25
Reduced
17
Closed
4
Calls
$627K
Puts
$711K
Net Calls
-$84K
Net Calls Change
+$242K

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$19.2M
2
Bank of America
2
Bank of America
North Carolina
$42.6M
3
UBS Group
3
UBS Group
Switzerland
$25.6M
4
AGA
4
Accuvest Global Advisors
Utah
$6.62M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.4M

Top Sellers

1
MIM
1
Miller Investment Management
Pennsylvania
$38.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.7M
3
JG
3
Jefferies Group
New York
$0
4
VF
4
Virtu Financial
New York
$339K
5
RJA
5
Raymond James & Associates
Florida
$9.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$271K -$11.5K -245 -4%
HIIFS
52
Harel Insurance Investments & Financial Services
Israel
$241K -$679K -14,640 -74%
SPC
53
Sigma Planning Corp
Michigan
$239K -$5.36K -113 -2%
RC
54
RegentAtlantic Capital
New Jersey
$236K +$236K +4,960 New
PAI
55
Pittenger & Anderson Inc
Nebraska
$223K -$4.76K -100 -2%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K +$212K +4,452 New
PAG
57
Private Advisor Group
New Jersey
$210K +$210K +4,487 New
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$201K +$201K +4,237 New
TFO
59
Tarbox Family Office
California
$129K +$129K +2,720 New
IPC
60
Independent Portfolio Consultants
Florida
$107K +$9.06K +190 +9%
Bessemer Group
61
Bessemer Group
New Jersey
$88K +$88K +1,851 New
IA
62
IndexIQ Advisors
New York
$73K +$73K +1,584 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$62K -$27.1K -572 -30%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$56K – – –
WA
65
WFG Advisors
Texas
$37K +$37K +775 New
DADC
66
D.A. Davidson & Co
Montana
$31K +$31K +657 New
BBHC
67
Brown Brothers Harriman & Co
New York
$31K +$31K +662 New
SF
68
Synovus Financial
Georgia
$18K – – –
NFG
69
Next Financial Group
Texas
$14K – – –
Simplex Trading
70
Simplex Trading
Illinois
$13K +$13K +288 New
EA
71
Edge Advisors
Georgia
$12K – – –
FCMT
72
Founders Capital Management (Texas)
Texas
$10K +$10K +200 New
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$6K +131 New
SEI Investments
74
SEI Investments
Pennsylvania
$6K +$6K +137 New
Walleye Trading
75
Walleye Trading
New York
$178 +$178 +3,745 New
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