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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

85 hedge funds and large institutions have $299M invested in Invesco KBW Bank ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
28
Increased
23
Reduced
23
Closed
14
Calls
$317K
Puts
$1.11M
Net Calls
-$789K
Net Calls Change
-$789K

Top Buyers

1
ACI
1
AMP Capital Investors
Australia
$19.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$29.1M
3
Wells Fargo
3
Wells Fargo
California
$11.7M
4
PCA
4
PL Capital Advisors
Florida
$7.07M
5
BHB
5
Bank Hapoalim BM
Israel
$7.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
Bank of America
2
Bank of America
North Carolina
$13.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.07M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
HF
5
HRT Financial
New York
$754K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$294K 7,695 -965 -11%
DADC
52
D.A. Davidson & Co
Montana
$287K 7,502 +7,502 New
M&T Bank
53
M&T Bank
New York
$242K 6,323 – –
BP
54
Broadleaf Partners
Ohio
$227K 5,931 +5,931 New
KPW
55
Kore Private Wealth
New York
$188K 4,935 -12,447 -72%
CFGS
56
Concourse Financial Group Securities
Alabama
$99K 2,592 +1,725 +199%
PAG
57
Private Advisor Group
New Jersey
$89K 2,322 +2,322 New
PAI
58
Pittenger & Anderson Inc
Nebraska
$75K 1,950 – –
CB
59
Community Bank
New York
$63K 1,650 -1,495 -48%
BDWM
60
Brewin Dolphin Wealth Management
Ireland
$62.3K 1,630 -2,875 -64%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$59K 1,553 – –
AF
62
Allworth Financial
California
$58K 1,526 +1,526 New
CAN
63
Cetera Advisor Networks
California
$54K 1,404 +1,404 New
KWM
64
Keebeck Wealth Management
Illinois
$38K 1,000 +1,000 New
LWANC
65
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K 950 +650 +217%
AF
66
Advisornet Financial
Minnesota
$33K 862 +9 +1%
US Bancorp
67
US Bancorp
Minnesota
$26K 690 +690 New
GWM
68
Geneos Wealth Management
Colorado
$22K 620 – –
FHA
69
Flagship Harbor Advisors
Massachusetts
$20K 539 -1 -0.2%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$18K 469 +170 +57%
SF
71
Synovus Financial
Georgia
$14K 369 – –
KFS
72
Kelly Financial Services
Massachusetts
$13.6K 355 +3 +0.9%
Citigroup
73
Citigroup
New York
$6K 164 – –
Simplex Trading
74
Simplex Trading
Illinois
$6K 158 +158 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$5K 126 +1 +0.8%
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