Invesco KBW Bank ETF
KBWB
41 hedge funds and large institutions have $296M invested in Invesco KBW Bank ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 9 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
72% more capital invested
Capital invested by funds: $172M → $296M (+$124M)
24% more funds holding
Funds holding: 33 → 41 (+8)
13.82% more ownership
Funds ownership: 61.67% → 75.49% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$37.3M |
| 2 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$28M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$26.1M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$3.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.51M |
| 2 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$2.92M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$1.07M |
| 4 |
JG
Jefferies Group
New York
|
-$742K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$558K |
KBWB Hedge Fund Activity: Q2 2015 in Review
41 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2015, worth a combined $296M — up 72% from $172M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new KBWB positions and 9 closed out — a net gain of 8 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $37.3M. The largest seller was Morgan Stanley, cutting an estimated $7.51M.
- 41 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2015, up from 33 in Q1 2015.
- Funds reported $296M of Invesco KBW Bank ETF stock for Q2 2015, up 72% quarter-over-quarter.
- 17 funds opened new Invesco KBW Bank ETF positions in Q2 2015 and 9 closed out, a net change of +8 holders.
- The largest Invesco KBW Bank ETF buyer in Q2 2015 was RiverFront Investment Group, an estimated $37.3M added.
- The largest Invesco KBW Bank ETF seller in Q2 2015 was Morgan Stanley, an estimated $7.51M sold.
Based on aggregated 13F filings for Q2 2015.