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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

69 hedge funds and large institutions have $491M invested in Invesco KBW Bank ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
1.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
10
Increased
18
Reduced
25
Closed
17
Calls
$350K
Puts
$405K
Net Calls
-$55K
Net Calls Change
+$29K

Top Buyers

1
NA
1
Nottingham Advisors
New York
$12.8M
2
UBS Group
2
UBS Group
Switzerland
$37.3M
3
CS
3
Credit Suisse
Switzerland
$29.5M
4
Wells Fargo
4
Wells Fargo
California
$3.92M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.29M

Top Sellers

1
PVH
1
Psagot Value Holdings
Israel
$41.5M
2
RJA
2
Raymond James & Associates
Florida
$3.31M
3
X
3
Xponance
Pennsylvania
$7.13M
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K -$7.5K -152 -3%
PAI
52
Pittenger & Anderson Inc
Nebraska
$212K -$19.2K -390 -8%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$209K – – –
FHA
54
Flagship Harbor Advisors
Massachusetts
$209K +$209K +4,127 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$164K +$106K +2,140 +181%
TFO
56
Tarbox Family Office
California
$134K – – –
IPC
57
Independent Portfolio Consultants
Florida
$111K – – –
CWM
58
Cranbrook Wealth Management
Michigan
$101K +$101K +2,056 New
Bessemer Group
59
Bessemer Group
New Jersey
$91K – – –
IA
60
IndexIQ Advisors
New York
$70K -$8.53K -172 -11%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$64K – – –
WA
62
WFG Advisors
Texas
$38K +$98 +2 +0.3%
BBHC
63
Brown Brothers Harriman & Co
New York
$33K – – –
DADC
64
D.A. Davidson & Co
Montana
$32K – – –
FCMT
65
Founders Capital Management (Texas)
Texas
$20K +$10K +200 +100%
SF
66
Synovus Financial
Georgia
$18K – – –
SSB
67
Sandy Spring Bank
Maryland
$13K +$13K +264 New
EA
68
Edge Advisors
Georgia
$12K – – –
Stifel Financial
69
Stifel Financial
Missouri
– -$2.81M -58,931 Closed
TFA
70
Transamerica Financial Advisors
Florida
– -$2.35M -49,469 Closed
LJAC
71
L.J. Altfest & Co
New York
– -$2.25M -47,270 Closed
Wolverine Trading
72
Wolverine Trading
Illinois
– -$1.97M -40,964 Closed
Citadel Advisors
73
Citadel Advisors
Florida
– -$1.23M -25,787 Closed
Millennium Management
74
Millennium Management
New York
– -$715K -15,059 Closed
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
– -$669K -14,077 Closed
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