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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

48 hedge funds and large institutions have $280M invested in Invesco KBW Bank ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
9
Increased
16
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.5M
2
MIM
2
Miller Investment Management
Pennsylvania
$22.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.55M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.37M
5
AI
5
Accredited Investors
Minnesota
$19.2M

Top Sellers

1
AGA
1
Accuvest Global Advisors
Utah
$0
2
Bank of America
2
Bank of America
North Carolina
$7.67M
3
AFG
3
Albion Financial Group
Utah
$0
4
LPL Financial
4
LPL Financial
California
$1.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$91.5M 2,740,909 +2,403,004 +711%
WBG
2
Wharton Business Group
Pennsylvania
$40.6M 1,217,202 +8,950 +0.7%
PVH
3
Psagot Value Holdings
Israel
$38.5M 1,154,200 -1,322 -0.1%
MIM
4
Miller Investment Management
Pennsylvania
$22.6M 676,950 +676,950 New
AI
5
Accredited Investors
Minnesota
$19.2M 575,014 +68,387 +13%
SCM
6
SOL Capital Management
Maryland
$9.33M 279,407 +6,225 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.95M 238,220 -44,802 -16%
Bank of America
8
Bank of America
North Carolina
$7.67M 229,765 -84,795 -27%
UBS Group
9
UBS Group
Switzerland
$7.56M 226,483 +58,676 +35%
SAM
10
Silvercrest Asset Management
New York
$4.87M 146,005 +781 +0.5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.55M 136,308 +136,308 New
Goldman Sachs
12
Goldman Sachs
New York
$4.37M 130,983 +74,714 +133%
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$3.72M 111,400 +30,000 +37%
VF
14
Virtu Financial
New York
$3.71M 111,214 +33,967 +44%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.94M 57,989 +5,117 +10%
SG
16
Societe Generale
$1.8M 53,973 +53,973 New
SG Americas Securities
17
SG Americas Securities
New York
$1.8M 53,973 +53,973 New
LPL Financial
18
LPL Financial
California
$1.08M 33,451 -50,029 -60%
PCM
19
Parsons Capital Management
Rhode Island
$953K 28,550 -850 -3%
HIIFS
20
Harel Insurance Investments & Financial Services
Israel
$916K 27,440 +27,440 New
Jane Street
21
Jane Street
New York
$702K 21,033 -31,067 -60%
ACM
22
Advisors Capital Management
New Jersey
$496K 14,849 +321 +2%
M&T Bank
23
M&T Bank
New York
$492K 14,740 -7,641 -34%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$470K 14,077 -300 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$320K 9,580 +1,899 +25%
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