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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

151 hedge funds and large institutions have $1.11B invested in Invesco KBW Bank ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
36
Increased
59
Reduced
33
Closed
14
Calls
$1.86M
Puts
$3.49M
Net Calls
-$1.64M
Net Calls Change
-$454K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$134M
2
PF
2
Phoenix Financial
Israel
$86.5M
3
Bank of America
3
Bank of America
North Carolina
$55.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$43.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$107M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$30.6M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
ACI
4
AMP Capital Investors
Australia
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$2.17M -$282K -4,372 -11%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.14M -$159K -2,468 -7%
DWA
53
Delos Wealth Advisors
Texas
$1.99M +$1.99M +30,883 New
Lido Advisors
54
Lido Advisors
California
$1.98M +$959K +14,879 +94%
MIM
55
Macroview Investment Management
Maryland
$1.8M +$24.7K +384 +1%
RSC
56
Red Spruce Capital
Pennsylvania
$1.78M +$8.31K +129 +0.5%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$1.77M +$1.77M +27,500 New
PVH
58
Psagot Value Holdings
Israel
$1.72M +$733K +11,375 +74%
BWM
59
Bulltick Wealth Management
Florida
$1.68M +$773K +12,000 +85%
CIA
60
Choate Investment Advisors
Massachusetts
$1.62M +$73.1K +1,135 +5%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.53M -$382K -5,931 -20%
AFS
62
Access Financial Services
Minnesota
$1.46M -$437K -6,784 -23%
PCM
63
Parsons Capital Management
Rhode Island
$1.45M – – –
AA
64
Addison Advisors
Vermont
$1.29M +$1.29M +20,090 New
LWM
65
Laidlaw Wealth Management
New York
$1.25M – – –
OIA
66
OneDigital Investment Advisors
Kansas
$1.13M +$93.4K +1,450 +9%
TRCT
67
Tower Research Capital (TRC)
New York
$1.12M +$817K +12,682 +273%
HCA
68
Heck Capital Advisors
Wisconsin
$1.1M +$79.2K +1,230 +8%
PCM
69
Prelude Capital Management
New York
$1.07M – – –
GVAG
70
Great Valley Advisor Group
Delaware
$1.03M +$9.02K +140 +0.9%
NA
71
NewEdge Advisors
Louisiana
$1.03M +$1.03M +16,013 New
MA
72
MJP Associates
Connecticut
$996K +$996K +15,461 New
FEM
73
Fulcrum Equity Management
Texas
$939K +$939K +14,579 New
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$937K -$885K -13,734 -49%
RIA
75
Regal Investment Advisors
Michigan
$879K +$879K +13,653 New
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3
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