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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

76 hedge funds and large institutions have $482M invested in Invesco KBW Bank ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+20
Holders Change %
+35.71%
% of All Funds
1.89%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
24
Increased
25
Reduced
17
Closed
4
Calls
$627K
Puts
$711K
Net Calls
-$84K
Net Calls Change
+$242K

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$19.2M
2
Bank of America
2
Bank of America
North Carolina
$42.6M
3
UBS Group
3
UBS Group
Switzerland
$25.6M
4
AGA
4
Accuvest Global Advisors
Utah
$6.62M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.4M

Top Sellers

1
MIM
1
Miller Investment Management
Pennsylvania
$38.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.7M
3
JG
3
Jefferies Group
New York
$0
4
VF
4
Virtu Financial
New York
$339K
5
RJA
5
Raymond James & Associates
Florida
$9.01M
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$63.8M 1,342,652 -13,715 -1%
PVH
2
Psagot Value Holdings
Israel
$54.8M 1,154,200 – –
Bank of America
3
Bank of America
North Carolina
$42.6M 897,028 +400,979 +81%
MIM
4
Miller Investment Management
Pennsylvania
$38.7M 814,226 -167,130 -17%
AI
5
Accredited Investors
Minnesota
$29.6M 622,804 -14,381 -2%
Goldman Sachs
6
Goldman Sachs
New York
$29M 610,639 +31,817 +5%
UBS Group
7
UBS Group
Switzerland
$25.6M 539,689 +302,554 +128%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$20.4M 429,067 +128,941 +43%
CS
9
Credit Suisse
Switzerland
$19.2M 405,000 +405,000 New
LPL Financial
10
LPL Financial
California
$16.8M 353,880 +110,759 +46%
X
11
Xponance
Pennsylvania
$15.8M 331,825 +20,637 +7%
Morgan Stanley
12
Morgan Stanley
New York
$15.7M 330,453 -96,703 -23%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$13.5M 284,725 +7,972 +3%
SCM
14
SOL Capital Management
Maryland
$13.4M 281,382 -7,225 -3%
CA
15
Cumberland Advisors
Florida
$11.4M 239,640 +100,730 +73%
RJA
16
Raymond James & Associates
Florida
$9.01M 189,735 -19,873 -9%
AGA
17
Accuvest Global Advisors
Utah
$6.62M 139,230 +139,230 New
SAM
18
Silvercrest Asset Management
New York
$6.44M 135,506 +8,396 +7%
HBWM
19
Hollow Brook Wealth Management
New York
$6.26M 131,799 -12,973 -9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.07M 127,657 +30,480 +31%
OTPPB
21
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.75M 100,000 – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.24M 68,143 -2,068 -3%
Stifel Financial
23
Stifel Financial
Missouri
$2.81M 58,931 +23,132 +65%
TFA
24
Transamerica Financial Advisors
Florida
$2.35M 49,469 +17,322 +54%
LJAC
25
L.J. Altfest & Co
New York
$2.25M 47,270 +47,270 New
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