Invesco KBW Bank ETF
KBWB
70 hedge funds and large institutions have $525M invested in Invesco KBW Bank ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
7% more capital invested
Capital invested by funds: $491M → $525M (+$34M)
4.73% more ownership
Funds ownership: 54.43% → 59.16% (+4.7%)
1% more funds holding
Funds holding: 69 → 70 (+1)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$55M |
| 2 |
JP Morgan Chase
New York
|
+$21.8M |
| 3 |
Citigroup
New York
|
+$9.91M |
| 4 |
TSS
Two Sigma Securities
New York
|
+$4.11M |
| 5 |
Morgan Stanley
New York
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$29.5M |
| 2 |
Goldman Sachs
New York
|
-$24.3M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$14.2M |
| 4 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$7.13M |
| 5 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$3.93M |
KBWB Hedge Fund Activity: Q3 2017 in Review
70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2017, worth a combined $525M — up 6.9% from $491M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KBWB positions and 10 closed out — a net gain of 4 holders — while 22 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $55M. The largest seller was Credit Suisse, exiting entirely with an estimated $29.5M sold.
- 70 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2017, up from 69 in Q2 2017.
- Funds reported $525M of Invesco KBW Bank ETF stock for Q3 2017, up 6.9% quarter-over-quarter.
- 14 funds opened new Invesco KBW Bank ETF positions in Q3 2017 and 10 closed out, a net change of +4 holders.
- The largest Invesco KBW Bank ETF buyer in Q3 2017 was Bank of America, an estimated $55M added.
- The largest Invesco KBW Bank ETF seller in Q3 2017 was Credit Suisse, an estimated $29.5M sold.
Based on aggregated 13F filings for Q3 2017.