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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

52 hedge funds and large institutions have $278M invested in Invesco KBW Bank ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
12
Increased
15
Reduced
15
Closed
7
Calls
$777K
Puts
$366K
Net Calls
+$411K
Net Calls Change
+$411K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$17.5M
2
MIM
2
Miller Investment Management
Pennsylvania
$36M
3
RJA
3
Raymond James & Associates
Florida
$6.83M
4
CA
4
Cumberland Advisors
Florida
$5.48M
5
HBWM
5
Hollow Brook Wealth Management
New York
$4.99M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
VF
4
Virtu Financial
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$255K
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$47.8M 1,309,662 +92,460 +8%
PVH
2
Psagot Value Holdings
Israel
$42.1M 1,154,200 – –
Morgan Stanley
3
Morgan Stanley
New York
$38.8M 1,064,686 -1,676,223 -61%
MIM
4
Miller Investment Management
Pennsylvania
$36M 985,813 +308,863 +46%
AI
5
Accredited Investors
Minnesota
$23M 631,371 +56,357 +10%
Goldman Sachs
6
Goldman Sachs
New York
$17.5M 479,836 +348,853 +266%
SCM
7
SOL Capital Management
Maryland
$10.5M 287,607 +8,200 +3%
Bank of America
8
Bank of America
North Carolina
$9.98M 273,538 +43,773 +19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.01M 219,498 -18,722 -8%
UBS Group
10
UBS Group
Switzerland
$6.97M 190,938 -35,545 -16%
RJA
11
Raymond James & Associates
Florida
$6.83M 187,173 +180,599 +2,747%
CA
12
Cumberland Advisors
Florida
$5.48M 150,220 +150,220 New
SAM
13
Silvercrest Asset Management
New York
$5.34M 146,413 +408 +0.3%
HBWM
14
Hollow Brook Wealth Management
New York
$4.99M 136,729 +136,729 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.9M 52,150 -5,839 -10%
TFA
16
Transamerica Financial Advisors
Florida
$1.34M 36,644 +36,644 New
Citadel Advisors
17
Citadel Advisors
Florida
$1.22M 33,422 +25,764 +336%
PCM
18
Parsons Capital Management
Rhode Island
$1.04M 28,550 – –
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$998K 27,355 +27,355 New
LPL Financial
20
LPL Financial
California
$726K 19,748 -13,703 -41%
HIIFS
21
Harel Insurance Investments & Financial Services
Israel
$724K 19,840 -7,600 -28%
Jane Street
22
Jane Street
New York
$694K 19,015 -2,018 -10%
ACM
23
Advisors Capital Management
New Jersey
$602K 16,490 +1,641 +11%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$600K 16,450 +16,450 New
M&T Bank
25
M&T Bank
New York
$538K 14,740 – –
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