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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

71 hedge funds and large institutions have $238M invested in Invesco KBW Bank ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
71
Holders Change
-15
Holders Change %
-17.44%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
10
Increased
15
Reduced
31
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.2M
2
Bank of America
2
Bank of America
North Carolina
$28.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.7M
4
AI
4
Accredited Investors
Minnesota
$12.3M
5
WBG
5
Wharton Business Group
Pennsylvania
$47.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
MIM
2
Miller Investment Management
Pennsylvania
$0
3
Barclays
3
Barclays
United Kingdom
$0
4
UBS Group
4
UBS Group
Switzerland
$5.77M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
51
Global Trust Asset Management
Florida
$55K -$304K -8,830 -85%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$52K – – –
William Blair & Company
53
William Blair & Company
Illinois
$31K – – –
AF
54
Advisornet Financial
Minnesota
$29K +$238 +7 +0.8%
CFGS
55
Concourse Financial Group Securities
Alabama
$29K +$24.8K +740 +583%
EWM
56
EPG Wealth Management
Georgia
$26K – – –
RE
57
RBC Europe
United Kingdom
$26K – – –
AIC
58
Ayalon Insurance Company
Israel
$24K -$1.18M -37,835 -98%
GWM
59
Geneos Wealth Management
Colorado
$21K -$20.3K -600 -49%
FHA
60
Flagship Harbor Advisors
Massachusetts
$18K +$15.7K +470 +671%
SF
61
Synovus Financial
Georgia
$12K – – –
KFS
62
Kelly Financial Services
Massachusetts
$11.8K +$11.8K +352 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$10K – – –
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$4.67K +140 +88%
SAM
65
S.A. Mason
Michigan
$9K – – –
Citigroup
66
Citigroup
New York
$5K -$1.92M -62,836 -100%
CA
67
Centerpoint Advisors
Massachusetts
$5K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$4K +$32 +1 +0.8%
AWA
69
Arkadios Wealth Advisors
Georgia
$2.06K – – –
First Manhattan
70
First Manhattan
New York
$1K – – –
VFA
71
Valeo Financial Advisors
Indiana
$1K +$1K +20 New
AP
72
Advisors Preferred
Maryland
– -$32M -549,247 Closed
MIM
73
Miller Investment Management
Pennsylvania
– -$20.2M -346,298 Closed
Barclays
74
Barclays
United Kingdom
– -$16M -274,760 Closed
HBWM
75
Hollow Brook Wealth Management
New York
– -$1.96M -33,582 Closed
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