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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

71 hedge funds and large institutions have $238M invested in Invesco KBW Bank ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
71
Holders Change
-15
Holders Change %
-17.44%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
10
Increased
15
Reduced
31
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.2M
2
Bank of America
2
Bank of America
North Carolina
$28.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.7M
4
AI
4
Accredited Investors
Minnesota
$12.3M
5
WBG
5
Wharton Business Group
Pennsylvania
$47.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
MIM
2
Miller Investment Management
Pennsylvania
$0
3
Barclays
3
Barclays
United Kingdom
$0
4
UBS Group
4
UBS Group
Switzerland
$5.77M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
76
Penserra Capital Management
California
– -$1.95M -33,444 Closed
Citadel Advisors
77
Citadel Advisors
Florida
– -$1.2M -20,582 Closed
ACM
78
Advisors Capital Management
New Jersey
– -$910K -15,633 Closed
MC
79
Moors & Cabot
Massachusetts
– -$684K -11,799 Closed
Ameriprise
80
Ameriprise
Minnesota
– -$598K -10,271 Closed
NFC
81
Northeast Financial Consultants
Connecticut
– -$449K -7,715 Closed
CG
82
Colony Group
Massachusetts
– -$433K -7,440 Closed
Jane Street
83
Jane Street
New York
– -$384K -6,598 Closed
CAM
84
Cresset Asset Management
Illinois
– -$303K -5,210 Closed
BP
85
Broadleaf Partners
Ohio
– -$291K -4,994 Closed
AWA
86
ARS Wealth Advisors
Florida
– -$274K -4,706 Closed
OC
87
Oppenheimer & Co
New York
– -$262K -4,500 Closed
LFAS
88
Level Four Advisory Services
Texas
– -$256K -4,400 Closed
TSS
89
Two Sigma Securities
New York
– -$204K -3,495 Closed
CFA
90
Carroll Financial Associates
North Carolina
– -$161K -2,777 Closed
TFO
91
Tarbox Family Office
California
– -$158K -2,720 Closed
ECM
92
ExodusPoint Capital Management
New York
– -$147K -2,529 Closed
RMAM
93
Raab & Moskowitz Asset Management
New Jersey
– -$26K -457 Closed
EWM
94
Edge Wealth Management
New York
– -$1K -14 Closed
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