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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

70 hedge funds and large institutions have $525M invested in Invesco KBW Bank ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
14
Increased
22
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.9M
3
Citigroup
3
Citigroup
New York
$10.5M
4
TSS
4
Two Sigma Securities
New York
$4.28M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.4M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$4.61M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$0
4
X
4
Xponance
Pennsylvania
$0
5
AGA
5
Accuvest Global Advisors
Utah
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Scotia Capital
Ontario, Canada
$281K -$208K -4,072 -43%
AG
52
Advisor Group
Arizona
$268K -$57.6K -1,125 -18%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$262K +$92K +1,800 +54%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$261K +$261K +5,100 New
LFAS
55
Level Four Advisory Services
Texas
$260K -$36.3K -710 -12%
BDWM
56
Brewin Dolphin Wealth Management
Ireland
$246K +$246K +4,795 New
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K +$5.12K +100 +2%
PAI
58
Pittenger & Anderson Inc
Nebraska
$220K – – –
PAG
59
Private Advisor Group
New Jersey
$214K +$214K +4,150 New
IA
60
IndexIQ Advisors
New York
$213K +$140K +2,729 +193%
FHA
61
Flagship Harbor Advisors
Massachusetts
$204K -$9.63K -186 -5%
HIIFS
62
Harel Insurance Investments & Financial Services
Israel
$192K -$74.2K -1,450 -28%
TFO
63
Tarbox Family Office
California
$139K – – –
CWM
64
Cranbrook Wealth Management
Michigan
$105K – – –
Bessemer Group
65
Bessemer Group
New Jersey
$95K – – –
RE
66
RBC Europe
United Kingdom
$39.7K +$39.7K +775 New
BBHC
67
Brown Brothers Harriman & Co
New York
$34K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$26K -$40.9K -799 -61%
EA
69
Edge Advisors
Georgia
$19K +$5.76K +113 +43%
CS
70
Credit Suisse
Switzerland
– -$29.5M -597,715 Closed
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
– -$14.2M -287,221 Closed
X
72
Xponance
Pennsylvania
– -$7.13M -227,333 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$2.29M -46,465 Closed
CRC
74
Curi RMB Capital
Illinois
– -$247K -5,000 Closed
PGFC
75
Peapack-Gladstone Financial Corp
New Jersey
– -$209K -4,237 Closed
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