KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

86 hedge funds and large institutions have $413M invested in Invesco KBW Bank ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
17
Increased
22
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$6.28M
2
Bank of America
2
Bank of America
North Carolina
$27.7M
3
Truist Financial
3
Truist Financial
North Carolina
$4.11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25.4M
5
AIC
5
Ayalon Insurance Company
Israel
$2.25M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.51M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.1M
3
UBS Group
3
UBS Group
Switzerland
$19.8M
4
AP
4
Advisors Preferred
Maryland
$32M
5
Barclays
5
Barclays
United Kingdom
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$424K +$424K +7,286 New
Jane Street
52
Jane Street
New York
$384K +$384K +6,598 New
IA
53
IndexIQ Advisors
New York
$318K -$555K -9,546 -64%
AG
54
Advisor Group
Arizona
$317K -$19.8K -339 -6%
CAM
55
Cresset Asset Management
Illinois
$303K – – –
BP
56
Broadleaf Partners
Ohio
$291K +$13.8K +237 +5%
AWA
57
ARS Wealth Advisors
Florida
$274K -$72.4K -1,243 -21%
BDWM
58
Brewin Dolphin Wealth Management
Ireland
$262K +$48.3K +830 +23%
OC
59
Oppenheimer & Co
New York
$262K – – –
LFAS
60
Level Four Advisory Services
Texas
$256K – – –
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$231K +$30.2K +519 +15%
TSS
62
Two Sigma Securities
New York
$204K +$204K +3,495 New
GT
63
Glenmede Trust
Pennsylvania
$165K +$165K +2,850 New
CFA
64
Carroll Financial Associates
North Carolina
$161K +$161K +2,777 New
TFO
65
Tarbox Family Office
California
$158K – – –
ECM
66
ExodusPoint Capital Management
New York
$147K -$1.61M -27,653 -92%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K -$12.2K -210 -9%
PAI
68
Pittenger & Anderson Inc
Nebraska
$128K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$90K – – –
GWM
70
Geneos Wealth Management
Colorado
$71K -$4.95K -85 -7%
William Blair & Company
71
William Blair & Company
Illinois
$53K – – –
AF
72
Advisornet Financial
Minnesota
$49K +$348 +6 +0.7%
RE
73
RBC Europe
United Kingdom
$45.1K – – –
EWM
74
EPG Wealth Management
Georgia
$45K +$45K +765 New
RMAM
75
Raab & Moskowitz Asset Management
New Jersey
$26K +$26K +457 New
1 2
3
4