Invesco KBW Bank ETF
KBWB
99 hedge funds and large institutions have $623M invested in Invesco KBW Bank ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
38% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 26
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
6% more funds holding
Funds holding: 93 → 99 (+6)
4% less capital invested
Capital invested by funds: $651M → $623M (-$28.5M)
11.94% less ownership
Funds ownership: 66.16% → 54.21% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$43.6M |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$24.3M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.89M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.05M |
| 5 |
Morgan Stanley
New York
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$52.4M |
| 2 |
JP Morgan Chase
New York
|
-$23.6M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
-$15.6M |
| 4 |
MIM
Miller Investment Management
West Conshohocken,
Pennsylvania
|
-$13.3M |
| 5 |
Citigroup
New York
|
-$11.6M |
KBWB Hedge Fund Activity: Q1 2018 in Review
99 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q1 2018, worth a combined $623M — down 4.4% from $651M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new KBWB positions and 11 closed out — a net gain of 6 holders — while 36 added to existing stakes and 26 trimmed.
The largest buyer was Barclays, opening a new position worth an estimated $43.6M. The largest seller was Goldman Sachs, cutting an estimated $52.4M.
- 99 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q1 2018, up from 93 in Q4 2017.
- Funds reported $623M of Invesco KBW Bank ETF stock for Q1 2018, down 4.4% quarter-over-quarter.
- 17 funds opened new Invesco KBW Bank ETF positions in Q1 2018 and 11 closed out, a net change of +6 holders.
- The largest Invesco KBW Bank ETF buyer in Q1 2018 was Barclays, an estimated $43.6M added.
- The largest Invesco KBW Bank ETF seller in Q1 2018 was Goldman Sachs, an estimated $52.4M sold.
Based on aggregated 13F filings for Q1 2018.