KBWB icon

Invesco KBW Bank ETF

77 hedge funds and large institutions have $405M invested in Invesco KBW Bank ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
6
Increased
19
Reduced
32
Closed
12
Calls
$443K
Puts
$402K
Net Calls
+$41K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
51
ARS Wealth Advisors
Florida
$306K -$81.1K -1,577 -21%
AG
52
Advisor Group
Arizona
$297K -$100K -1,945 -25%
CAM
53
Cresset Asset Management
Illinois
$268K -$621K -12,075 -70%
BP
54
Broadleaf Partners
Ohio
$245K +$14.9K +290 +6%
OC
55
Oppenheimer & Co
New York
$232K -$258K -5,000 -53%
LFAS
56
Level Four Advisory Services
Texas
$227K
BDWM
57
Brewin Dolphin Wealth Management
Ireland
$189K -$64.5K -1,252 -25%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$177K +$1.75K +34 +1%
TFO
59
Tarbox Family Office
California
$140K
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K -$51.5K -1,000 -29%
PAI
61
Pittenger & Anderson Inc
Nebraska
$113K
Simplex Trading
62
Simplex Trading
Illinois
$95K +$40.7K +797 +75%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$80K
GWM
64
Geneos Wealth Management
Colorado
$67K
William Blair & Company
65
William Blair & Company
Illinois
$47K
AF
66
Advisornet Financial
Minnesota
$43K +$256 +5 +0.6%
RE
67
RBC Europe
United Kingdom
$39.9K
SF
68
Synovus Financial
Georgia
$19K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$15K -$11.9K -238 -44%
US Bancorp
70
US Bancorp
Minnesota
$15K
LWANC
71
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K
CA
72
Centerpoint Advisors
Massachusetts
$7K +$7K +135 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$6K -$56K -1,149 -90%
AA
74
Advisory Alpha
Michigan
$5.7K +$5.7K +116 New
FHA
75
Flagship Harbor Advisors
Massachusetts
$3K