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Invesco KBW Bank ETF
KBWB

20 hedge funds and large institutions have $116M invested in Invesco KBW Bank ETF in 2013 Q2 according to their latest regulatory filings, with 20 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

89.52% more ownership

Funds ownership: 0% → 89.52% (+90%)

Holders
20
Holders Change
+20
Holders Change %
–
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.7M +$33.2M +1,098,777 New
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$16.9M +$16.1M +534,425 New
CA
3
Cumberland Advisors
Florida
$11.3M +$10.8M +358,708 New
WBG
4
Wharton Business Group
Pennsylvania
$8.61M +$8.24M +272,970 New
Deutsche Bank
5
Deutsche Bank
Germany
$7.59M +$7.26M +240,580 New
CS
6
Credit Suisse
Switzerland
$5.99M +$5.73M +189,831 New
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$5.65M +$5.4M +179,024 New
SCM
8
SOL Capital Management
Maryland
$5.59M +$5.35M +177,350 New
Bank of America
9
Bank of America
North Carolina
$4.25M +$4.07M +134,816 New
NYLIM
10
New York Life Investment Management
New York
$3.15M +$3.01M +99,714 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.08M +$2.95M +97,610 New
CANY
12
Caxton Associates (New York)
New York
$3M +$2.87M +95,000 New
Goldman Sachs
13
Goldman Sachs
New York
$2.62M +$2.51M +83,100 New
U
14
UBS
Switzerland
$1.27M +$1.21M +40,168 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.11M +$1.06M +35,067 New
PAI
16
Pittenger & Anderson Inc
Nebraska
$493K +$472K +15,640 New
PCM
17
Parsons Capital Management
Rhode Island
$329K +$314K +10,400 New
TRCT
18
Tower Research Capital (TRC)
New York
$132K +$127K +4,192 New
AIG
19
American International Group
New York
$78.7K +$75.3K +2,495 New
Citigroup
20
Citigroup
New York
$16K +$15.1K +500 New

KBWB Hedge Fund Activity: Q2 2013 in Review

20 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2013, worth a combined $116M.

Buyers outnumbered sellers: 20 funds opened new KBWB positions and 0 closed out — a net gain of 20 holders — while 0 added to existing stakes and 0 trimmed.

  • 20 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $116M of Invesco KBW Bank ETF stock for Q2 2013.
  • 20 funds opened new Invesco KBW Bank ETF positions in Q2 2013 and 0 closed out, a net change of +20 holders.

Based on aggregated 13F filings for Q2 2013.