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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

79 hedge funds and large institutions have $394M invested in Invesco KBW Bank ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 19 closing their positions.

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.6%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
13
Increased
28
Reduced
20
Closed
19
Calls
$953K
Puts
$1.07M
Net Calls
-$112K
Net Calls Change
+$677K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$47.6M
3
LJAC
3
L.J. Altfest & Co
New York
$8.95M
4
ACI
4
AMP Capital Investors
Australia
$28.2M
5
CIM
5
Corda Investment Management
Texas
$8.28M

Top Sellers

1
BCIM
1
British Columbia Investment Management
British Columbia, Canada
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$1.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$52M
Name Market Value Shares Shares
Change 		Shares
Change %
BP
51
Broadleaf Partners
Ohio
$222K 5,931 – –
TSS
52
Two Sigma Securities
New York
$210K 5,599 +5,599 New
DADC
53
D.A. Davidson & Co
Montana
$209K 5,567 -1,935 -26%
HSA
54
HBK Sorce Advisory
Pennsylvania
$208K 5,548 +5,548 New
Osaic Holdings
55
Osaic Holdings
Arizona
$203K 5,409 -2,317 -30%
ED
56
Exane Derivatives
France
$96.3K 2,570 +2,570 New
Deutsche Bank
57
Deutsche Bank
Germany
$83K 2,213 +2,183 +7,277%
BDWM
58
Brewin Dolphin Wealth Management
Ireland
$61.1K 1,630 – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$58K 1,553 – –
AF
60
Allworth Financial
California
$58K 1,538 +12 +0.8%
Simplex Trading
61
Simplex Trading
Illinois
$55K 1,482 +1,324 +838%
LWANC
62
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K 950 – –
AF
63
Advisornet Financial
Minnesota
$33K 870 +8 +0.9%
US Bancorp
64
US Bancorp
Minnesota
$26K 690 – –
GWM
65
Geneos Wealth Management
Colorado
$22K 620 – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$18K 469 – –
KFS
67
Kelly Financial Services
Massachusetts
$13.4K 358 +3 +0.8%
Citigroup
68
Citigroup
New York
$6K 164 – –
PFS
69
Prospera Financial Services
Texas
$6K 148 +148 New
BHB
70
Bank Hapoalim BM
Israel
$5.36K 142,885 -51,299 -26%
AIC
71
Ayalon Insurance Company
Israel
$4K 100 – –
CIAS
72
Capital Investment Advisory Services
North Carolina
$4K 100 – –
HWM
73
HighMark Wealth Management
Minnesota
$4K 102 +1 +1%
GEA
74
Glen Eagle Advisors
New Jersey
$3.75K 100 +100 New
Bessemer Group
75
Bessemer Group
New Jersey
$3K 72 +72 New
1 2
3
4 5