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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

151 hedge funds and large institutions have $1.11B invested in Invesco KBW Bank ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
36
Increased
59
Reduced
33
Closed
14
Calls
$1.86M
Puts
$3.49M
Net Calls
-$1.64M
Net Calls Change
-$454K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$134M
2
PF
2
Phoenix Financial
Israel
$86.5M
3
Bank of America
3
Bank of America
North Carolina
$55.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$43.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$107M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$30.6M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
ACI
4
AMP Capital Investors
Australia
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arete Wealth Advisors
Illinois
$850K +$850K +13,909 New
TA
77
Tiedemann Advisors
New York
$832K – – –
AO
78
Advisor OS
Illinois
$698K -$3.63M -56,430 -84%
State Street
79
State Street
Massachusetts
$696K -$43.7K -679 -6%
VWA
80
V Wealth Advisors
Kansas
$673K -$6.61K -103 -1%
Prudential Financial
81
Prudential Financial
New Jersey
$664K +$234K +3,635 +54%
AWM
82
AE Wealth Management
Kansas
$629K +$629K +9,770 New
Neuberger Berman Group
83
Neuberger Berman Group
New York
$611K +$13.3K +207 +2%
Millennium Management
84
Millennium Management
New York
$600K +$600K +9,319 New
Vontobel Holding
85
Vontobel Holding
Switzerland
$554K +$232K +3,600 +72%
HCM
86
Hollencrest Capital Management
California
$534K +$534K +8,287 New
Marshall Wace
87
Marshall Wace
United Kingdom
$505K +$505K +7,844 New
PL
88
Plancorp LLC
Missouri
$474K – – –
FFWA
89
FRG Family Wealth Advisors
Washington
$427K – – –
M&T Bank
90
M&T Bank
New York
$407K – – –
PCM
91
Penserra Capital Management
California
$366K +$366K +5,688 New
BP
92
Broadleaf Partners
Ohio
$365K -$8.37K -130 -2%
KFS
93
Kelly Financial Services
Massachusetts
$364K +$358K +23,074 +6,374%
BCA
94
Bay Colony Advisors
Massachusetts
$352K +$95.7K +1,484 +37%
KPW
95
Kore Private Wealth
New York
$348K +$30.4K +472 +10%
FTC
96
Farmers Trust Company
Ohio
$341K – – –
PAS
97
Park Avenue Securities
New York
$333K +$122K +1,900 +58%
SDH
98
Sloy Dahl & Holst
Washington
$321K – – –
IWC
99
Integrated Wealth Concepts
Massachusetts
$305K +$47.7K +741 +19%
DBIA
100
Dumont & Blake Investment Advisors
New Jersey
$303K +$9.66K +150 +3%
2 3
4
5 6