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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

88 hedge funds and large institutions have $324M invested in Invesco KBW Bank ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
88
Holders Change
-6
Holders Change %
-6.38%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
15
Reduced
39
Closed
13
Calls
$390K
Puts
–
Net Calls
+$390K
Net Calls Change
-$306K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$8.88M
2
NA
2
Nottingham Advisors
New York
$10.2M
3
Wells Fargo
3
Wells Fargo
California
$6.79M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.74M
5
WBG
5
Wharton Business Group
Pennsylvania
$63.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$20.4M
3
PVH
3
Psagot Value Holdings
Israel
$20.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.5M
5
CG
5
Colony Group
Massachusetts
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$304K – – –
Stifel Financial
52
Stifel Financial
Missouri
$295K -$7.26M -150,569 -96%
SPC
53
Sigma Planning Corp
Michigan
$295K -$30.8K -640 -9%
TSS
54
Two Sigma Securities
New York
$276K +$276K +5,730 New
BP
55
Broadleaf Partners
Ohio
$215K +$215K +4,467 New
LFAS
56
Level Four Advisory Services
Texas
$212K +$212K +4,400 New
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$186K – – –
BDWM
58
Brewin Dolphin Wealth Management
Ireland
$177K – – –
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$143K -$1.75K -36 -1%
Marshall Wace
60
Marshall Wace
United Kingdom
$141K +$141K +2,924 New
TFO
61
Tarbox Family Office
California
$131K – – –
PCP
62
Proficio Capital Partners
Massachusetts
$111K – – –
PAI
63
Pittenger & Anderson Inc
Nebraska
$106K -$49.4K -1,025 -32%
GWM
64
Geneos Wealth Management
Colorado
$95K – – –
Barclays
65
Barclays
United Kingdom
$89K +$89K +1,852 New
SWM
66
SeaCrest Wealth Management
New York
$81K +$10.8K +225 +15%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$75K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$61K – – –
William Blair & Company
69
William Blair & Company
Illinois
$47K – – –
AF
70
Advisornet Financial
Minnesota
$40K +$337 +7 +0.8%
RE
71
RBC Europe
United Kingdom
$37.4K – – –
LWCFA
72
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K -$1.73K -36 -5%
FHA
73
Flagship Harbor Advisors
Massachusetts
$27K -$154K -3,309 -85%
WCM
74
WealthBridge Capital Management
Ohio
$26K – – –
CFGS
75
Concourse Financial Group Securities
Alabama
$25K – – –
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