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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

85 hedge funds and large institutions have $299M invested in Invesco KBW Bank ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
28
Increased
23
Reduced
23
Closed
14
Calls
$317K
Puts
$1.11M
Net Calls
-$789K
Net Calls Change
-$789K

Top Buyers

1
ACI
1
AMP Capital Investors
Australia
$19.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$29.1M
3
Wells Fargo
3
Wells Fargo
California
$11.7M
4
PCA
4
PL Capital Advisors
Florida
$7.07M
5
BHB
5
Bank Hapoalim BM
Israel
$7.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
Bank of America
2
Bank of America
North Carolina
$13.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.07M
4
SAM
4
Silvercrest Asset Management
New York
$0
5
HF
5
HRT Financial
New York
$754K
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$4K 114 -800 -88%
AIC
77
Ayalon Insurance Company
Israel
$4K 100 -670 -87%
CIAS
78
Capital Investment Advisory Services
North Carolina
$4K 100 +100 New
HWM
79
HighMark Wealth Management
Minnesota
$4K 101 +101 New
AWA
80
Arkadios Wealth Advisors
Georgia
$2.32K 61 – –
NA
81
Nottingham Advisors
New York
$2.29K 61,115 -115,321 -65%
OPS
82
Orion Portfolio Solutions
Nebraska
$2K 42 -6,078 -99%
TFA
83
Transamerica Financial Advisors
Florida
$2K 29 +29 New
First Manhattan
84
First Manhattan
New York
$1K 47 – –
Deutsche Bank
85
Deutsche Bank
Germany
$1K 30 +30 New
SAM
86
Silvercrest Asset Management
New York
– – -94,734 Closed
DACG
87
Donor Advised Charitable Giving
California
– – -28,532 Closed
LAM
88
L2 Asset Management
Massachusetts
– – -16,774 Closed
BCM
89
BTR Capital Management
California
– – -16,690 Closed
SCM
90
Shapiro Capital Management
Georgia
– – -15,000 Closed
CS
91
Credit Suisse
Switzerland
– – -11,891 Closed
GT
92
Glenmede Trust
Pennsylvania
– – -2,850 Closed
IA
93
IndexIQ Advisors
New York
– – -2,387 Closed
GTAM
94
Global Trust Asset Management
Florida
– – -1,600 Closed
RE
95
RBC Europe
United Kingdom
– – -775 Closed
EWM
96
EPG Wealth Management
Georgia
– – -765 Closed
SAM
97
S.A. Mason
Michigan
– – -259 Closed
CA
98
Centerpoint Advisors
Massachusetts
– – -135 Closed
VFA
99
Valeo Financial Advisors
Indiana
– – -20 Closed
CG
100
Cutler Group
California
– – – –
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4
5