KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

103 hedge funds and large institutions have $630M invested in Invesco KBW Bank ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.36%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
14
Increased
35
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$58.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$38.9M
3
NA
3
Nottingham Advisors
New York
$2.67M
4
FFWA
4
FRG Family Wealth Advisors
Washington
$4.49M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.19M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$32K
2
MIM
2
Miller Investment Management
Pennsylvania
$14.5M
3
AP
3
Advisors Preferred
Maryland
$0
4
VF
4
Virtu Financial
New York
$507K
5
UBS Group
5
UBS Group
Switzerland
$35.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
76
Flagship Harbor Advisors
Massachusetts
$204K 3,821 -88 -2%
PAI
77
Pittenger & Anderson Inc
Nebraska
$201K 3,750 – –
TFO
78
Tarbox Family Office
California
$146K 2,720 – –
CWM
79
Cranbrook Wealth Management
Michigan
$110K 2,056 – –
WAM
80
Wealthspire Advisors (Maryland)
Maryland
$97K 1,816 -30 -2%
Bessemer Group
81
Bessemer Group
New Jersey
$87K 1,624 – –
SWM
82
SeaCrest Wealth Management
New York
$78K 1,458 – –
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$63K 1,181 – –
GWM
84
Geneos Wealth Management
Colorado
$62K 1,170 +1,170 New
AF
85
Advisornet Financial
Minnesota
$44K 815 +3 +0.4%
RE
86
RBC Europe
United Kingdom
$41.5K 775 – –
LWCFA
87
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K 750 – –
IA
88
IndexIQ Advisors
New York
$39K 733 -36 -5%
APA
89
American Portfolios Advisors
New York
$35K 652 – –
TRCT
90
Tower Research Capital (TRC)
New York
$33K 607 -28,813 -98%
Barclays
91
Barclays
United Kingdom
$32K 600 -754,400 -100%
EA
92
Edge Advisors
Georgia
$22K 421 +2 +0.5%
CF
93
Centaurus Financial
California
$21K 389 +389 New
SF
94
Synovus Financial
Georgia
$20K 369 – –
MFW
95
Mosaic Family Wealth
Missouri
$17K 317 – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$12K 229 +1 +0.4%
BCA
97
Bay Colony Advisors
Massachusetts
$10K 187 +187 New
DACG
98
Donor Advised Charitable Giving
California
$6K 11,187 – –
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$6K 106 +105 +10,500%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$5K 84 -791 -90%
1 2 3
4
5