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Invesco KBW Bank ETF
KBWB

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.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

33% more funds holding

Funds holding: 70 → 93 (+23)

24% more capital invested

Capital invested by funds: $525M → $651M (+$126M)

6.99% more ownership

Funds ownership: 59.16% → 66.16% (+7%)

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
Goldman Sachs
New York
+$52.7M
2
AP
Advisors Preferred
Maryland
+$16.3M
3
LNB
Ledyard National Bank
+$7.24M
4
MOACM
Mutual of America Capital Management
New York
+$3.57M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.03M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$54.7M
2
WBG
Wharton Business Group
Pennsylvania
-$1.47M
3
Jane Street
Jane Street
New York
-$1.37M
4
HH
Hilltop Holdings
Texas
-$1.32M
5
UBS Group
UBS Group
Switzerland
-$803K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
$614K -$52.9K -1,001 -8%
HB
52
Homrich & Berg
Georgia
$569K – – –
IA
53
IndexIQ Advisors
New York
$535K +$294K +5,564 +134%
AG
54
Advisor Group
Arizona
$527K +$229K +4,334 +83%
OC
55
Oppenheimer & Co
New York
$523K – – –
FAAS
56
First Allied Advisory Services
California
$516K +$494K +9,347 New
IA
57
IFP Advisors
Florida
$501K -$10.6K -200 -2%
CPP
58
Crow Point Partners
Massachusetts
$498K +$474K +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 +$85.6K +1,620 +32%
SC
62
Scotia Capital
Ontario, Canada
$368K +$63.3K +1,198 +22%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$347K – – –
SPC
64
Sigma Planning Corp
Michigan
$325K +$3.33K +63 +1%
LFAS
65
Level Four Advisory Services
Texas
$319K +$37.5K +710 +14%
JG
66
Jefferies Group
New York
$319K +$306K +5,800 New
MC
67
Moors & Cabot
Massachusetts
$316K +$301K +5,700 New
AAMA
68
Advanced Asset Management Advisors
Ohio
$309K +$297K +5,622 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$282K – – –
CS
70
Credit Suisse
Switzerland
$277K +$265K +5,026 New
BDWM
71
Brewin Dolphin Wealth Management
Ireland
$264K – – –
BP
72
Broadleaf Partners
Ohio
$245K +$235K +4,448 New
PAI
73
Pittenger & Anderson Inc
Nebraska
$237K – – –
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K -$5.28K -100 -2%
FHA
75
Flagship Harbor Advisors
Massachusetts
$222K +$845 +16 +0.4%
1 2
3
4

KBWB Hedge Fund Activity: Q4 2017 in Review

93 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2017, worth a combined $651M — up 24% from $525M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KBWB positions and 4 closed out — a net gain of 23 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $52.7M. The largest seller was Bank of America, cutting an estimated $54.7M.

  • 93 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $651M of Invesco KBW Bank ETF stock for Q4 2017, up 24% quarter-over-quarter.
  • 27 funds opened new Invesco KBW Bank ETF positions in Q4 2017 and 4 closed out, a net change of +23 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2017 was Goldman Sachs, an estimated $52.7M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2017 was Bank of America, an estimated $54.7M sold.

Based on aggregated 13F filings for Q4 2017.