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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

93 hedge funds and large institutions have $651M invested in Invesco KBW Bank ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+23
Holders Change %
+32.86%
% of All Funds
2.11%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
27
Increased
31
Reduced
17
Closed
4
Calls
$726K
Puts
–
Net Calls
+$726K
Net Calls Change
+$726K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.8M
2
AP
2
Advisors Preferred
Maryland
$17M
3
LNB
3
Ledyard National Bank
$7.54M
4
MOACM
4
Mutual of America Capital Management
New York
$3.72M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.1M
2
WBG
2
Wharton Business Group
Pennsylvania
$69.8M
3
HH
3
Hilltop Holdings
Texas
$657K
4
Jane Street
4
Jane Street
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$614K -$55.4K -1,001 -8%
HB
52
Homrich & Berg
Georgia
$569K – – –
IA
53
IndexIQ Advisors
New York
$535K +$307K +5,564 +134%
AG
54
Advisor Group
Arizona
$527K +$239K +4,334 +83%
OC
55
Oppenheimer & Co
New York
$523K – – –
FAAS
56
First Allied Advisory Services
California
$516K +$516K +9,347 New
IA
57
IFP Advisors
Florida
$501K -$11K -200 -2%
CPP
58
Crow Point Partners
Massachusetts
$498K +$498K +8,972 New
USAA
59
United Services Automobile Association
Texas
$440K – – –
OAM
60
Oppenheimer Asset Management
New York
$433K – – –
Neuberger Berman Group
61
Neuberger Berman Group
New York
$370K +$89.2K +1,620 +32%
SC
62
Scotia Capital
Ontario, Canada
$368K +$65.9K +1,198 +22%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$347K – – –
SPC
64
Sigma Planning Corp
Michigan
$325K +$3.46K +63 +1%
LFAS
65
Level Four Advisory Services
Texas
$319K +$39.1K +710 +14%
JG
66
Jefferies Group
New York
$319K +$319K +5,800 New
MC
67
Moors & Cabot
Massachusetts
$316K +$316K +5,700 New
AAMA
68
Advanced Asset Management Advisors
Ohio
$309K +$309K +5,622 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$282K – – –
CS
70
Credit Suisse
Switzerland
$277K +$277K +5,026 New
BDWM
71
Brewin Dolphin Wealth Management
Ireland
$264K – – –
BP
72
Broadleaf Partners
Ohio
$245K +$245K +4,448 New
PAI
73
Pittenger & Anderson Inc
Nebraska
$237K – – –
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K -$5.5K -100 -2%
FHA
75
Flagship Harbor Advisors
Massachusetts
$222K +$898 +16 +0.4%
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