Invesco KBW Bank ETF
KBWB
30 hedge funds and large institutions have $152M invested in Invesco KBW Bank ETF in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 4 closing their positions.
436% more capital inflows, than outflows
Capital inflows: $80.8M | Capital outflows: $15.1M
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
36% more funds holding
Funds holding: 22 → 30 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RiverFront Investment Group
Richmond,
Virginia
|
+$46.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.97M |
| 3 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$6.73M |
| 4 |
New York Life Investment Management
New York
|
+$4.55M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.65M |
| 2 |
Credit Suisse
Zurich,
Switzerland
|
-$6.23M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$1.11M |
| 4 |
Advisors Preferred
Rockville,
Maryland
|
-$630K |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$402K |
KBWB Hedge Fund Activity: Q2 2014 in Review
30 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2014, worth a combined $152M — up 78% from $85.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KBWB positions and 4 closed out — a net gain of 8 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $46.7M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $6.65M sold.
- 30 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2014, up from 22 in Q1 2014.
- Funds reported $152M of Invesco KBW Bank ETF stock for Q2 2014, up 78% quarter-over-quarter.
- 12 funds opened new Invesco KBW Bank ETF positions in Q2 2014 and 4 closed out, a net change of +8 holders.
- The largest Invesco KBW Bank ETF buyer in Q2 2014 was RiverFront Investment Group, an estimated $46.7M added.
- The largest Invesco KBW Bank ETF seller in Q2 2014 was Schroder Investment Management Group, an estimated $6.65M sold.
Based on aggregated 13F filings for Q2 2014.