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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

129 hedge funds and large institutions have $1.31B invested in Invesco KBW Bank ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+43
Holders Change %
+50%
% of All Funds
2.27%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
53
Increased
37
Reduced
21
Closed
8
Calls
$1.23M
Puts
$2.41M
Net Calls
-$1.18M
Net Calls Change
+$552K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$71.4M
2
CI
2
Clal Insurance
Israel
$45.8M
3
Bessemer Group
3
Bessemer Group
New Jersey
$34.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$34.1M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$30.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.6M
2
ACI
2
AMP Capital Investors
Australia
$24.2M
3
WBG
3
Wharton Business Group
Pennsylvania
$60.4M
4
BHB
4
Bank Hapoalim BM
Israel
$11.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
76
Plancorp LLC
Missouri
$456K +$456K +7,362 New
MFG
77
Magnus Financial Group
New York
$423K +$91.3K +1,475 +28%
PAG
78
Private Advisor Group
New Jersey
$419K +$419K +6,772 New
Prudential Financial
79
Prudential Financial
New Jersey
$413K +$30.1K +486 +8%
FFWA
80
FRG Family Wealth Advisors
Washington
$410K -$244K -3,945 -37%
M&T Bank
81
M&T Bank
New York
$391K – – –
HSA
82
HBK Sorce Advisory
Pennsylvania
$373K – – –
BP
83
Broadleaf Partners
Ohio
$359K – – –
FTC
84
Farmers Trust Company
Ohio
$327K +$327K +5,291 New
DADC
85
D.A. Davidson & Co
Montana
$313K – – –
SDH
86
Sloy Dahl & Holst
Washington
$309K +$309K +4,992 New
Vontobel Holding
87
Vontobel Holding
Switzerland
$309K +$309K +5,000 New
KPW
88
Kore Private Wealth
New York
$305K – – –
TRCT
89
Tower Research Capital (TRC)
New York
$287K +$287K +4,643 New
BWA
90
BDO Wealth Advisors
Florida
$285K +$285K +4,609 New
DBIA
91
Dumont & Blake Investment Advisors
New Jersey
$282K +$282K +4,556 New
JCM
92
Jacobi Capital Management
Pennsylvania
$267K +$236K +3,812 +762%
IWC
93
Integrated Wealth Concepts
Massachusetts
$248K +$248K +4,000 New
BCA
94
Bay Colony Advisors
Massachusetts
$246K +$246K +3,977 New
TSS
95
Two Sigma Securities
New York
$245K +$245K +3,964 New
VAS
96
Vestmark Advisory Solutions
Massachusetts
$231K +$231K +3,727 New
SAM
97
Secure Asset Management
Michigan
$209K +$209K +3,379 New
PAS
98
Park Avenue Securities
New York
$202K +$202K +3,267 New
CWA
99
Clearview Wealth Advisors
Oregon
$149K -$193K -3,111 -56%
EVM
100
Eaton Vance Management
Massachusetts
$121K +$121K +1,960 New
2 3
4
5 6