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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

54 hedge funds and large institutions have $326M invested in Invesco KBW Bank ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
21
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$7.27M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.3M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$2.25M
4
LPL Financial
4
LPL Financial
California
$3.72M
5
WBG
5
Wharton Business Group
Pennsylvania
$36.8M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$28.3M
2
SAM
2
Stringer Asset Management
Tennessee
$0
3
CS
3
Credit Suisse
Switzerland
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
CA
5
Cumberland Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$102M 2,713,733 +9,969 +0.4%
WBG
2
Wharton Business Group
Pennsylvania
$36.8M 978,582 +40,870 +4%
Morgan Stanley
3
Morgan Stanley
New York
$29.3M 779,570 +145,546 +23%
RJA
4
Raymond James & Associates
Florida
$28.3M 752,459 -165,052 -18%
PVH
5
Psagot Value Holdings
Israel
$27M 719,443 -422 -0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14.5M 386,339 +5,393 +1%
Bank of America
7
Bank of America
North Carolina
$12.2M 325,116 -31,949 -9%
SCM
8
SOL Capital Management
Maryland
$9.12M 242,560 -4,550 -2%
AGA
9
Accuvest Global Advisors
Utah
$7.34M 195,120 +16,500 +9%
MIFH
10
Migdal Insurance & Financial Holdings
Israel
$7.27M 193,400 +193,400 New
UBS Group
11
UBS Group
Switzerland
$6.8M 180,811 +22,908 +15%
BTS
12
BB&T Securities
Virginia
$5.78M 153,747 +23,312 +18%
SAM
13
Silvercrest Asset Management
New York
$5.46M 145,148 -6,723 -4%
Macquarie Group
14
Macquarie Group
Australia
$5.26M 140,034 -266 -0.2%
LPL Financial
15
LPL Financial
California
$3.72M 101,408 +54,572 +117%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.29M 87,508 -4,021 -4%
AFG
17
Albion Financial Group
Utah
$2.67M 70,899 -4,040 -5%
HIIFS
18
Harel Insurance Investments & Financial Services
Israel
$2.25M 59,835 +59,835 New
Goldman Sachs
19
Goldman Sachs
New York
$1.93M 51,246 +1,232 +2%
JCM
20
Janney Capital Management
Pennsylvania
$1.5M 39,998 -2,760 -6%
BCI
21
Brinker Capital Investments
Pennsylvania
$1.47M 39,089 -48 -0.1%
Jane Street
22
Jane Street
New York
$1.41M 37,394 -65,631 -64%
DBT
23
Dubuque Bank & Trust
Iowa
$1.19M 31,699 +614 +2%
PCM
24
Parsons Capital Management
Rhode Island
$1.14M 30,400 +480 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$941K 25,039 +9,040 +57%
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