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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

103 hedge funds and large institutions have $630M invested in Invesco KBW Bank ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.36%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
14
Increased
35
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$58.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$38.9M
3
NA
3
Nottingham Advisors
New York
$2.67M
4
FFWA
4
FRG Family Wealth Advisors
Washington
$4.49M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.19M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$32K
2
MIM
2
Miller Investment Management
Pennsylvania
$14.5M
3
AP
3
Advisors Preferred
Maryland
$0
4
VF
4
Virtu Financial
New York
$507K
5
UBS Group
5
UBS Group
Switzerland
$35.7M
Name Market Value Shares Shares
Change 		Shares
Change %
UFF
51
USA Financial Formulas
Michigan
$743K 13,514 -575 -4%
FAIM
52
Financial Advocates Investment Management
Washington
$705K 13,045 +612 +5%
CWM
53
Cornerstone Wealth Management
Missouri
$700K 37,842 +37,842 New
LJAC
54
L.J. Altfest & Co
New York
$699K 13,040 -10,792 -45%
CAN
55
Cetera Advisor Networks
California
$632K 11,799 -6 -0.1%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$532K 9,915 -3,690 -27%
OC
57
Oppenheimer & Co
New York
$509K 9,500 – –
VF
58
Virtu Financial
New York
$507K 9,454 -79,032 -89%
IA
59
IFP Advisors
Florida
$466K 8,694 -416 -5%
NFC
60
Northeast Financial Consultants
Connecticut
$379K 7,085 +2,058 +41%
SPC
61
Sigma Planning Corp
Michigan
$374K 6,981 +110 +2%
AAMA
62
Advanced Asset Management Advisors
Ohio
$366K 6,831 +640 +10%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$338K 6,309 – –
OAM
64
Oppenheimer Asset Management
New York
$327K 6,097 -186 -3%
Brown Advisory
65
Brown Advisory
Maryland
$324K 6,041 +6,041 New
LFAS
66
Level Four Advisory Services
Texas
$300K 5,595 -198 -3%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$300K 5,595 -162 -3%
BDWM
68
Brewin Dolphin Wealth Management
Ireland
$257K 4,795 -130 -3%
Citigroup
69
Citigroup
New York
$252K 4,694 +84 +2%
BTS
70
BB&T Securities
Virginia
$241K 4,503 -174 -4%
BP
71
Broadleaf Partners
Ohio
$238K 4,448 – –
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$234K 4,364 – –
CB
73
Commerce Bank
Missouri
$228K 4,255 +4,255 New
ATC
74
Argent Trust Co
Tennessee
$221K 4,141 – –
Wolverine Trading
75
Wolverine Trading
Illinois
$217K 3,955 – –
1 2
3
4 5