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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 %
BDWM
126
Brewin Dolphin Wealth Management
Ireland
$53.5K – – –
FMII
127
Farmers & Merchants Investments Inc
Nebraska
$53K +$53K +819 New
HI
128
Harbour Investments
Wisconsin
$51K +$32.2K +502 +171%
CFD
129
Creative Financial Designs
Indiana
$49K +$28.1K +433 +134%
LWANC
130
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K – – –
SC
131
Solstein Capital
California
$39K +$39K +612 New
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$38K +$33.7K +536 +788%
TWM
133
Tradition Wealth Management
Minnesota
$34K +$191 +3 +0.6%
EFSCE
134
Enterprise Financial Services Corp (EFSC)
Missouri
$32K – – –
AIC
135
Ayalon Insurance Company
Israel
$25K – – –
PSB
136
Piscataqua Savings Bank
New Hampshire
$24K – – –
CIAS
137
Capital Investment Advisory Services
North Carolina
$20K -$3.23K -50 -14%
ACA
138
Aptus Capital Advisors
Alabama
$20K +$20K +306 New
WWM
139
Wagner Wealth Management
South Carolina
$17K – – –
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$16K +$16K +250 New
RFWA
141
RPg Family Wealth Advisory
Massachusetts
$15.9K +$15.9K +247 New
PSIWM
142
Paradigm Strategies in Wealth Management
Minnesota
$10K +$10K +158 New
HWA
143
HHM Wealth Advisors
Tennessee
$7K – – –
HWM
144
HighMark Wealth Management
Minnesota
$7K – – –
CP
145
Castleview Partners
Texas
$6K +$6K +100 New
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
M
147
MOTCO
Texas
$4K +$4K +58 New
BlackRock
148
BlackRock
New York
$3K +$612 +10 +26%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$3K +$3K +53 New
ED
150
Exane Derivatives
France
$64 – – –
3 4 5
6
7