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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

94 hedge funds and large institutions have $444M invested in Invesco KBW Bank ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
19
Increased
23
Reduced
35
Closed
24
Calls
$696K
Puts
–
Net Calls
+$696K
Net Calls Change
+$696K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$67.7M
2
CG
2
Colony Group
Massachusetts
$10M
3
Stifel Financial
3
Stifel Financial
Missouri
$6.89M
4
WBG
4
Wharton Business Group
Pennsylvania
$57.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.76M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.3M
2
Bank of America
2
Bank of America
North Carolina
$18.3M
3
LPL Financial
3
LPL Financial
California
$2.51M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.6M
5
AI
5
Accredited Investors
Minnesota
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$56K +$50.8K +1,152 +968%
William Blair & Company
77
William Blair & Company
Illinois
$47K +$47K +914 New
AIC
78
Ameritas Investment Company
Nebraska
$45K +$45K +1,028 New
AF
79
Advisornet Financial
Minnesota
$36K +$218 +5 +0.6%
LWCFA
80
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K +$1.6K +36 +5%
RE
81
RBC Europe
United Kingdom
$34.1K – – –
WCM
82
WealthBridge Capital Management
Ohio
$23K +$23K +514 New
CFGS
83
Concourse Financial Group Securities
Alabama
$22K +$22K +521 New
SF
84
Synovus Financial
Georgia
$16K – – –
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$8K +$8K +177 New
LWANC
86
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K +$7K +160 New
THWM
87
Taylor Hoffman Wealth Management
Virginia
$7K +$7K +161 New
MOS
88
MGO One Seven
Ohio
$6K +$6K +150 New
DWM
89
Doyle Wealth Management
Florida
$5K +$5K +105 New
SEI Investments
90
SEI Investments
Pennsylvania
$4K +$4K +77 New
First Manhattan
91
First Manhattan
New York
$2K +$2K +47 New
EWM
92
Edge Wealth Management
New York
$1K – – –
Parallax Volatility Advisers
93
Parallax Volatility Advisers
California
$1K +$957 +22 +2,200%
CS
94
Credit Suisse
Switzerland
– -$4.27M -78,970 Closed
C
95
Clearshares
New York
– -$2.26M -41,422 Closed
AGA
96
Accuvest Global Advisors
Utah
– -$1.94M -35,814 Closed
UR
97
USCA RIA
Texas
– -$1.13M -20,855 Closed
SC
98
Scotia Capital
Ontario, Canada
– -$702K -12,980 Closed
OAM
99
Oppenheimer Asset Management
New York
– -$414K -7,649 Closed
Two Sigma Investments
100
Two Sigma Investments
New York
– -$346K -6,400 Closed
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4
5