Invesco KBW Bank ETF
KBWB
22 hedge funds and large institutions have $85.6M invested in Invesco KBW Bank ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
0% more funds holding
Funds holding: 22 → 22 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1% less capital invested
Capital invested by funds: $86.7M → $85.6M (-$1.13M)
3.69% less ownership
Funds ownership: 55.51% → 51.82% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$11M |
| 2 |
Morgan Stanley
New York
|
+$2.88M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$1.28M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$1.07M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$9.47M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.01M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.02M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$1.38M |
| 5 |
Goldman Sachs
New York
|
-$1.14M |
KBWB Hedge Fund Activity: Q1 2014 in Review
22 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q1 2014, worth a combined $85.6M — down 1.3% from $86.7M a quarter earlier.
Fund positioning in KBWB was balanced in Q1 2014: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 4 trimmed.
The largest buyer was Wharton Business Group, adding an estimated $11M. The largest seller was SG Americas Securities, exiting entirely with an estimated $9.47M sold.
- 22 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $85.6M of Invesco KBW Bank ETF stock for Q1 2014, down 1.3% quarter-over-quarter.
- 3 funds opened new Invesco KBW Bank ETF positions in Q1 2014 and 3 closed out, a net change of 0 holders.
- The largest Invesco KBW Bank ETF buyer in Q1 2014 was Wharton Business Group, an estimated $11M added.
- The largest Invesco KBW Bank ETF seller in Q1 2014 was SG Americas Securities, an estimated $9.47M sold.
Based on aggregated 13F filings for Q1 2014.