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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 %
NA
101
Nottingham Advisors
New York
$302K -$532K -8,424 -64%
JCM
102
Jacobi Capital Management
Pennsylvania
$284K +$6K +93 +2%
DADC
103
D.A. Davidson & Co
Montana
$281K -$43.9K -682 -13%
WHG
104
Westwood Holdings Group
Texas
$280K +$280K +4,340 New
TSS
105
Two Sigma Securities
New York
$254K -$1.09K -17 -0.4%
CWS
106
Cypress Wealth Services
California
$253K +$253K +3,930 New
LA
107
Latitude Advisors
Florida
$252K +$252K +3,911 New
MPCG
108
Matrix Private Capital Group
New York
$247K +$247K +3,829 New
ODIJL
109
One Day In July LLC
Vermont
$229K +$229K +3,559 New
CAN
110
Cetera Advisor Networks
California
$221K +$221K +3,436 New
VAS
111
Vestmark Advisory Solutions
Massachusetts
$211K -$29.6K -458 -12%
CWA
112
Clearview Wealth Advisors
Oregon
$155K +$257 +4 +0.2%
CFGS
113
Concourse Financial Group Securities
Alabama
$154K +$58.1K +904 +61%
TFO
114
Tarbox Family Office
California
$151K +$151K +2,341 New
PA
115
Parallel Advisors
California
$144K +$144K +2,233 New
GWM
116
Geneos Wealth Management
Colorado
$143K +$103K +1,602 +258%
BWA
117
BDO Wealth Advisors
Florida
$142K -$154K -2,400 -52%
APA
118
American Portfolios Advisors
New York
$133K +$25.2K +391 +23%
HI
119
Hudock Inc
Pennsylvania
$119K +$119K +1,856 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$111K +$85.8K +1,338 +341%
AF
121
Allworth Financial
California
$101K +$517 +8 +0.5%
First Manhattan
122
First Manhattan
New York
$96K +$93K +1,453 +3,091%
EVM
123
Eaton Vance Management
Massachusetts
$79K -$47.2K -733 -37%
Citigroup
124
Citigroup
New York
$71K +$32.3K +500 +83%
AF
125
Advisornet Financial
Minnesota
$57K +$321 +5 +0.6%
3 4
5
6 7