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Invesco KBW Bank ETF
KBWB

130 hedge funds and large institutions have $1.31B invested in Invesco KBW Bank ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 8

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

51% more funds holding

Funds holding: 86 → 130 (+44)

48% more capital invested

Capital invested by funds: $884M → $1.31B (+$426M)

9.34% less ownership

Funds ownership: 65.92% → 56.58% (-9.3%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

49% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $2.41M

Holders
130
Holders Change
+44
Holders Change %
+51.16%
% of All Funds
2.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
54
Increased
37
Reduced
21
Closed
8
Calls
$1.23M
Puts
$2.41M
Net Calls
-$1.18M
Net Calls Change
+$552K

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$66.4M
2
CI
Clal Insurance
Israel
+$42.6M
3
Bessemer Group
Bessemer Group
New Jersey
+$32.2M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$30M
2
ACI
AMP Capital Investors
Australia
-$21.3M
3
WBG
Wharton Business Group
Pennsylvania
-$17.9M
4
BHB
Bank Hapoalim BM
Israel
-$12.4M
5
Stifel Financial
Stifel Financial
Missouri
-$5.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
51
Macroview Investment Management
Maryland
$1.71M +$65K +1,129 +4%
RSC
52
Red Spruce Capital
Pennsylvania
$1.7M +$74.7K +1,298 +5%
HF
53
HRT Financial
New York
$1.57M +$1.46M +25,438 New
CIA
54
Choate Investment Advisors
Massachusetts
$1.49M +$1.38M +24,010 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.42M +$1.32M +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 +$1M +17,411 New
PCM
59
Prelude Capital Management
New York
$1.03M +$956K +16,600 New
OIA
60
OneDigital Investment Advisors
Kansas
$1M +$100K +1,740 +12%
GVAG
61
Great Valley Advisor Group
Delaware
$983K +$914K +15,876 New
Lido Advisors
62
Lido Advisors
California
$978K +$400K +6,940 +78%
HCA
63
Heck Capital Advisors
Wisconsin
$977K +$909K +15,794 New
PVH
64
Psagot Value Holdings
Israel
$953K +$874K +15,176 +6,930%
FHA
65
Flagship Harbor Advisors
Massachusetts
$876K +$815K +14,161 New
BWM
66
Bulltick Wealth Management
Florida
$871K – – –
Barclays
67
Barclays
United Kingdom
$848K +$789K +13,697 New
NA
68
Nottingham Advisors
New York
$826K +$386K +6,708 +103%
TA
69
Tiedemann Advisors
New York
$799K +$743K +12,913 New
KWILP
70
Kiwi Wealth Investments Limited Partnership
New Zealand
$741K +$690K +11,978 New
State Street
71
State Street
Massachusetts
$711K +$19.7K +342 +3%
Renaissance Technologies
72
Renaissance Technologies
New York
$687K +$639K +11,100 New
VWA
73
V Wealth Advisors
Kansas
$656K +$2.19K +38 +0.4%
NFC
74
Northeast Financial Consultants
Connecticut
$597K +$27.6K +480 +5%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$574K +$535K +9,284 New
1 2
3
4 5

KBWB Hedge Fund Activity: Q1 2021 in Review

130 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q1 2021, worth a combined $1.31B — up 48% from $884M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new KBWB positions and 8 closed out — a net gain of 46 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $66.4M. The largest seller was Morgan Stanley, cutting an estimated $30M.

  • 130 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q1 2021, up from 86 in Q4 2020.
  • Funds reported $1.31B of Invesco KBW Bank ETF stock for Q1 2021, up 48% quarter-over-quarter.
  • 54 funds opened new Invesco KBW Bank ETF positions in Q1 2021 and 8 closed out, a net change of +46 holders.
  • The largest Invesco KBW Bank ETF buyer in Q1 2021 was Schroder Investment Management Group, an estimated $66.4M added.
  • The largest Invesco KBW Bank ETF seller in Q1 2021 was Morgan Stanley, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2021.