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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

69 hedge funds and large institutions have $491M invested in Invesco KBW Bank ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 17 closing their positions.

Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
1.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
10
Increased
18
Reduced
25
Closed
17
Calls
$350K
Puts
$405K
Net Calls
-$55K
Net Calls Change
+$29K

Top Buyers

1
NA
1
Nottingham Advisors
New York
$12.8M
2
UBS Group
2
UBS Group
Switzerland
$37.3M
3
CS
3
Credit Suisse
Switzerland
$29.5M
4
Wells Fargo
4
Wells Fargo
California
$3.92M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.29M

Top Sellers

1
PVH
1
Psagot Value Holdings
Israel
$41.5M
2
RJA
2
Raymond James & Associates
Florida
$3.31M
3
X
3
Xponance
Pennsylvania
$7.13M
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$66.4M 1,345,537 +2,885 +0.2%
Bank of America
2
Bank of America
North Carolina
$46.2M 937,284 +40,256 +4%
PVH
3
Psagot Value Holdings
Israel
$41.5M 840,555 -313,645 -27%
MIM
4
Miller Investment Management
Pennsylvania
$39M 789,863 -24,363 -3%
UBS Group
5
UBS Group
Switzerland
$37.3M 755,452 +215,763 +40%
CS
6
Credit Suisse
Switzerland
$29.5M 597,715 +192,715 +48%
AI
7
Accredited Investors
Minnesota
$29.2M 592,101 -30,703 -5%
Goldman Sachs
8
Goldman Sachs
New York
$28.8M 583,320 -27,319 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$18.6M 377,714 -51,353 -12%
Morgan Stanley
10
Morgan Stanley
New York
$17.5M 354,223 +23,770 +7%
LPL Financial
11
LPL Financial
California
$16.6M 336,264 -17,616 -5%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$14.2M 287,221 +2,496 +0.9%
SCM
13
SOL Capital Management
Maryland
$13.7M 277,182 -4,200 -1%
NA
14
Nottingham Advisors
New York
$12.8M 259,277 +259,277 New
CA
15
Cumberland Advisors
Florida
$12.2M 247,290 +7,650 +3%
X
16
Xponance
Pennsylvania
$7.13M 227,333 -104,492 -31%
HBWM
17
Hollow Brook Wealth Management
New York
$6.76M 136,935 +5,136 +4%
SAM
18
Silvercrest Asset Management
New York
$6.49M 131,602 -3,904 -3%
AGA
19
Accuvest Global Advisors
Utah
$5.79M 117,410 -21,820 -16%
OTPPB
20
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.93M 100,000 – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.64M 94,126 -33,531 -26%
Wells Fargo
22
Wells Fargo
California
$3.92M 79,401 +56,248 +243%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.81M 77,309 +9,166 +13%
RJA
24
Raymond James & Associates
Florida
$3.31M 67,168 -122,567 -65%
Ameriprise
25
Ameriprise
Minnesota
$2.4M 48,688 +8,590 +21%
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