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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 %
APA
101
American Portfolios Advisors
New York
$103K +$103K +1,672 New
CFA
102
Carroll Financial Associates
North Carolina
$103K +$103K +1,668 New
AF
103
Allworth Financial
California
$96K +$432 +7 +0.5%
CFGS
104
Concourse Financial Group Securities
Alabama
$92K +$92K +1,493 New
AF
105
Advisornet Financial
Minnesota
$55K +$312 +5 +0.6%
GWM
106
Geneos Wealth Management
Colorado
$53K – – –
BDWM
107
Brewin Dolphin Wealth Management
Ireland
$51.4K – – –
LWANC
108
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K – – –
Citigroup
109
Citigroup
New York
$37K +$26.9K +436 +266%
TWM
110
Tradition Wealth Management
Minnesota
$33K -$13.4K -215 -29%
EFSCE
111
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$24K -$12.6K -206 -34%
AIC
113
Ayalon Insurance Company
Israel
$24K +$8.04K +131 +50%
PSB
114
Piscataqua Savings Bank
New Hampshire
$23K +$23K +368 New
KFS
115
Kelly Financial Services
Massachusetts
$22.4K +$124 +2 +0.6%
CIAS
116
Capital Investment Advisory Services
North Carolina
$22K – – –
CFD
117
Creative Financial Designs
Indiana
$20K +$20K +323 New
HI
118
Harbour Investments
Wisconsin
$18K +$18K +293 New
CG
119
Cutler Group
California
$18K +$18K +300 New
WWM
120
Wagner Wealth Management
South Carolina
$16K +$16K +260 New
HWA
121
HHM Wealth Advisors
Tennessee
$7K – – –
HWM
122
HighMark Wealth Management
Minnesota
$6K +$58 +1 +1%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +80 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$4K +$4K +68 New
VBCG
125
Valley Brook Capital Group
Pennsylvania
$4K +$4K +80 New
2 3 4
5
6