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Invesco KBW Bank ETF
KBWB

86 hedge funds and large institutions have $413M invested in Invesco KBW Bank ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

12% more funds holding

Funds holding: 77 → 86 (+9)

2% more capital invested

Capital invested by funds: $405M → $413M (+$7.74M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3.59% less ownership

Funds ownership: 71.84% → 68.25% (-3.6%)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
17
Increased
22
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.94M
2
Bank of America
Bank of America
North Carolina
+$5.75M
3
Truist Financial
Truist Financial
North Carolina
+$3.89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.23M
5
AIC
Ayalon Insurance Company
Israel
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$46.7M
2
Goldman Sachs
Goldman Sachs
New York
-$4.56M
3
UBS Group
UBS Group
Switzerland
-$2.96M
4
AP
Advisors Preferred
Maryland
-$2.49M
5
Barclays
Barclays
United Kingdom
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
76
Synovus Financial
Georgia
$21K – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$17K -$55 -1 -0.3%
SAM
78
S.A. Mason
Michigan
$15K +$14.3K +259 New
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K – – –
CA
80
Centerpoint Advisors
Massachusetts
$8K – – –
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$7K +$55 +1 +0.8%
CFGS
82
Concourse Financial Group Securities
Alabama
$7K +$7K +127 New
FHA
83
Flagship Harbor Advisors
Massachusetts
$4K – – –
AWA
84
Arkadios Wealth Advisors
Georgia
$3.44K +$3.36K +61 New
First Manhattan
85
First Manhattan
New York
$2K – – –
EWM
86
Edge Wealth Management
New York
$1K – – –
VF
87
Virtu Financial
New York
– -$823K -15,972 Closed
FAAS
88
First Allied Advisory Services
California
– -$512K -9,980 Closed
SFS
89
Sowell Financial Services
Arkansas
– -$492K -9,542 Closed
M&T Bank
90
M&T Bank
New York
– -$326K -6,323 Closed
Simplex Trading
91
Simplex Trading
Illinois
– -$95K -1,862 Closed
US Bancorp
92
US Bancorp
Minnesota
– -$15K -300 Closed
AA
93
Advisory Alpha
Michigan
– -$5.7K -116 Closed
1 2 3
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KBWB Hedge Fund Activity: Q4 2019 in Review

86 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2019, worth a combined $413M — up 1.9% from $405M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KBWB positions and 7 closed out — a net gain of 10 holders — while 22 added to existing stakes and 29 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $5.94M. The largest seller was JP Morgan Chase, cutting an estimated $46.7M.

  • 86 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2019, up from 77 in Q3 2019.
  • Funds reported $413M of Invesco KBW Bank ETF stock for Q4 2019, up 1.9% quarter-over-quarter.
  • 17 funds opened new Invesco KBW Bank ETF positions in Q4 2019 and 7 closed out, a net change of +10 holders.
  • The largest Invesco KBW Bank ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $5.94M added.
  • The largest Invesco KBW Bank ETF seller in Q4 2019 was JP Morgan Chase, an estimated $46.7M sold.

Based on aggregated 13F filings for Q4 2019.