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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

129 hedge funds and large institutions have $1.31B invested in Invesco KBW Bank ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+43
Holders Change %
+50%
% of All Funds
2.27%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
53
Increased
37
Reduced
21
Closed
8
Calls
$1.23M
Puts
$2.41M
Net Calls
-$1.18M
Net Calls Change
+$552K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$71.4M
2
CI
2
Clal Insurance
Israel
$45.8M
3
Bessemer Group
3
Bessemer Group
New Jersey
$34.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$34.1M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$30.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.6M
2
ACI
2
AMP Capital Investors
Australia
$24.2M
3
WBG
3
Wharton Business Group
Pennsylvania
$60.4M
4
BHB
4
Bank Hapoalim BM
Israel
$11.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
51
Macroview Investment Management
Maryland
$1.71M +$69.9K +1,129 +4%
RSC
52
Red Spruce Capital
Pennsylvania
$1.7M +$80.3K +1,298 +5%
HF
53
HRT Financial
New York
$1.57M +$1.57M +25,438 New
CIA
54
Choate Investment Advisors
Massachusetts
$1.49M +$1.49M +24,010 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.42M +$1.42M +22,976 New
PCM
56
Parsons Capital Management
Rhode Island
$1.39M – – –
LWM
57
Laidlaw Wealth Management
New York
$1.2M – – –
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$1.08M +$1.08M +17,411 New
PCM
59
Prelude Capital Management
New York
$1.03M +$1.03M +16,600 New
OIA
60
OneDigital Investment Advisors
Kansas
$1M +$108K +1,740 +12%
GVAG
61
Great Valley Advisor Group
Delaware
$983K +$983K +15,876 New
Lido Advisors
62
Lido Advisors
California
$978K +$429K +6,940 +78%
HCA
63
Heck Capital Advisors
Wisconsin
$977K +$977K +15,794 New
PVH
64
Psagot Value Holdings
Israel
$953K +$939K +15,176 +6,930%
FHA
65
Flagship Harbor Advisors
Massachusetts
$876K +$876K +14,161 New
BWM
66
Bulltick Wealth Management
Florida
$871K – – –
Barclays
67
Barclays
United Kingdom
$848K +$848K +13,697 New
NA
68
Nottingham Advisors
New York
$826K +$419K +6,708 +103%
TA
69
Tiedemann Advisors
New York
$799K +$799K +12,913 New
KWILP
70
Kiwi Wealth Investments Limited Partnership
New Zealand
$741K +$741K +11,978 New
State Street
71
State Street
Massachusetts
$711K +$21.2K +342 +3%
Renaissance Technologies
72
Renaissance Technologies
New York
$687K +$687K +11,100 New
VWA
73
V Wealth Advisors
Kansas
$656K +$2.35K +38 +0.4%
NFC
74
Northeast Financial Consultants
Connecticut
$597K +$29.7K +480 +5%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$574K +$574K +9,284 New
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