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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

93 hedge funds and large institutions have $651M invested in Invesco KBW Bank ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+23
Holders Change %
+32.86%
% of All Funds
2.11%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
27
Increased
31
Reduced
17
Closed
4
Calls
$726K
Puts
–
Net Calls
+$726K
Net Calls Change
+$726K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.8M
2
AP
2
Advisors Preferred
Maryland
$17M
3
LNB
3
Ledyard National Bank
$7.54M
4
MOACM
4
Mutual of America Capital Management
New York
$3.72M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.1M
2
WBG
2
Wharton Business Group
Pennsylvania
$69.8M
3
HH
3
Hilltop Holdings
Texas
$657K
4
Jane Street
4
Jane Street
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
76
Tarbox Family Office
California
$150K – – –
CWM
77
Cranbrook Wealth Management
Michigan
$113K – – –
SWM
78
SeaCrest Wealth Management
New York
$110K +$110K +2,001 New
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$100K +$100K +1,809 New
Bessemer Group
80
Bessemer Group
New Jersey
$89K -$12.4K -227 -12%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$84K +$84K +1,521 New
AF
82
Advisornet Financial
Minnesota
$44K +$44K +808 New
RE
83
RBC Europe
United Kingdom
$42.6K – – –
LWCFA
84
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K +$41K +750 New
BBHC
85
Brown Brothers Harriman & Co
New York
$36K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$28K +$55 +1 +0.2%
MFW
87
Mosaic Family Wealth
Missouri
$17K +$17K +317 New
EA
88
Edge Advisors
Georgia
$16K -$3.76K -71 -19%
MOS
89
MGO One Seven
Ohio
$8K +$8K +150 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$6K +$6K +110 New
VCM
91
Versant Capital Management
Arizona
$4K +$4K +88 New
SEI Investments
92
SEI Investments
Pennsylvania
$2K +$2K +40 New
Jane Street
93
Jane Street
New York
– -$1.37M -26,828 Closed
Millennium Management
94
Millennium Management
New York
– -$422K -8,236 Closed
PAG
95
Private Advisor Group
New Jersey
– -$214K -4,150 Closed
HIIFS
96
Harel Insurance Investments & Financial Services
Israel
– -$192K -3,750 Closed
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