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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

94 hedge funds and large institutions have $444M invested in Invesco KBW Bank ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 24 closing their positions.

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
19
Increased
23
Reduced
35
Closed
24
Calls
$696K
Puts
–
Net Calls
+$696K
Net Calls Change
+$696K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$67.7M
2
CG
2
Colony Group
Massachusetts
$10M
3
Stifel Financial
3
Stifel Financial
Missouri
$6.89M
4
WBG
4
Wharton Business Group
Pennsylvania
$57.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.76M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.3M
2
Bank of America
2
Bank of America
North Carolina
$18.3M
3
LPL Financial
3
LPL Financial
California
$2.51M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.6M
5
AI
5
Accredited Investors
Minnesota
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
51
Community Bank
New York
$422K -$2.2K -50 -0.5%
OC
52
Oppenheimer & Co
New York
$418K – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$414K -$22K -500 -5%
AG
54
Advisor Group
Arizona
$370K -$56K -1,274 -13%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$344K +$344K +7,800 New
IA
56
IFP Advisors
Florida
$333K -$15.7K -358 -4%
CAN
57
Cetera Advisor Networks
California
$327K -$144K -3,287 -31%
AAMA
58
Advanced Asset Management Advisors
Ohio
$304K +$304K +6,920 New
SPC
59
Sigma Planning Corp
Michigan
$298K +$308 +7 +0.1%
M&T Bank
60
M&T Bank
New York
$278K -$370K -8,417 -57%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$277K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$228K -$13.9K -317 -6%
FHA
63
Flagship Harbor Advisors
Massachusetts
$171K +$1.23K +28 +0.7%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$170K -$22K -500 -11%
BDWM
65
Brewin Dolphin Wealth Management
Ireland
$162K – – –
Citigroup
66
Citigroup
New York
$153K -$73.2K -1,664 -32%
PAI
67
Pittenger & Anderson Inc
Nebraska
$142K -$6.61K -150 -4%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$131K -$7.08K -161 -5%
TFO
69
Tarbox Family Office
California
$120K – – –
PCP
70
Proficio Capital Partners
Massachusetts
$101K – – –
CWM
71
Cranbrook Wealth Management
Michigan
$90K – – –
GWM
72
Geneos Wealth Management
Colorado
$86K – – –
NSG
73
Nalls Sherbakoff Group
Tennessee
$75K +$75K +1,700 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$68K +$64.8K +1,480 +2,027%
SWM
75
SeaCrest Wealth Management
New York
$64K – – –
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3
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