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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

86 hedge funds and large institutions have $884M invested in Invesco KBW Bank ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.53%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
22
Increased
33
Reduced
20
Closed
15
Calls
$704K
Puts
$2.44M
Net Calls
-$1.73M
Net Calls Change
-$1.62M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$416M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.2M
3
BHB
3
Bank Hapoalim BM
Israel
$20.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$68.3M
5
LJAC
5
L.J. Altfest & Co
New York
$15.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.3M
2
CIM
2
Corda Investment Management
Texas
$0
3
WBG
3
Wharton Business Group
Pennsylvania
$64.9M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$449K +$62.7K +1,245 +16%
Lido Advisors
52
Lido Advisors
California
$446K +$446K +8,867 New
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$430K +$430K +8,540 New
NWA
54
Navis Wealth Advisors
New York
$348K +$348K +6,900 New
NA
55
Nottingham Advisors
New York
$328K -$490K -9,716 -60%
M&T Bank
56
M&T Bank
New York
$319K – – –
Prudential Financial
57
Prudential Financial
New Jersey
$312K +$312K +6,185 New
HSA
58
HBK Sorce Advisory
Pennsylvania
$304K +$24.2K +480 +9%
BP
59
Broadleaf Partners
Ohio
$292K -$6.54K -130 -2%
CWA
60
Clearview Wealth Advisors
Oregon
$278K +$278K +5,516 New
MFG
61
Magnus Financial Group
New York
$270K +$270K +5,360 New
DADC
62
D.A. Davidson & Co
Montana
$255K -$26K -515 -9%
KPW
63
Kore Private Wealth
New York
$249K +$249K +4,935 New
Jane Street
64
Jane Street
New York
$241K -$189K -3,750 -44%
LFAS
65
Level Four Advisory Services
Texas
$233K +$233K +4,620 New
ED
66
Exane Derivatives
France
$129K – – –
AF
67
Allworth Financial
California
$78K +$504 +10 +0.7%
RWA
68
Ropes Wealth Advisors
Massachusetts
$58K +$58K +1,160 New
Simplex Trading
69
Simplex Trading
Illinois
$47K -$26.6K -535 -36%
AF
70
Advisornet Financial
Minnesota
$44K +$351 +7 +0.8%
BDWM
71
Brewin Dolphin Wealth Management
Ireland
$41.8K -$40.3K -800 -49%
LWANC
72
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K -$10.1K -200 -21%
GWM
73
Geneos Wealth Management
Colorado
$38K – – –
TWM
74
Tradition Wealth Management
Minnesota
$38K +$38K +746 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$30K +$6.47K +129 +28%
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