KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

70 hedge funds and large institutions have $525M invested in Invesco KBW Bank ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
14
Increased
22
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.9M
3
Citigroup
3
Citigroup
New York
$10.5M
4
TSS
4
Two Sigma Securities
New York
$4.28M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.4M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$4.61M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$0
4
X
4
Xponance
Pennsylvania
$0
5
AGA
5
Accuvest Global Advisors
Utah
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$105M 2,055,372 +1,118,088 +119%
WBG
2
Wharton Business Group
Pennsylvania
$66.6M 1,300,917 -44,620 -3%
PVH
3
Psagot Value Holdings
Israel
$43M 840,555 – –
MIM
4
Miller Investment Management
Pennsylvania
$39.8M 777,325 -12,538 -2%
UBS Group
5
UBS Group
Switzerland
$38.1M 744,086 -11,366 -2%
AI
6
Accredited Investors
Minnesota
$30.2M 590,427 -1,674 -0.3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$22.9M 450,000 +443,910 +7,289%
Morgan Stanley
8
Morgan Stanley
New York
$20.4M 399,178 +44,955 +13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.9M 389,606 +11,892 +3%
LPL Financial
10
LPL Financial
California
$17.8M 346,969 +10,705 +3%
SCM
11
SOL Capital Management
Maryland
$14.3M 278,432 +1,250 +0.5%
NA
12
Nottingham Advisors
New York
$14M 274,216 +14,939 +6%
CA
13
Cumberland Advisors
Florida
$11.9M 231,990 -15,300 -6%
Citigroup
14
Citigroup
New York
$10.5M 206,076 +201,520 +4,423%
HBWM
15
Hollow Brook Wealth Management
New York
$6.99M 136,547 -388 -0.3%
SAM
16
Silvercrest Asset Management
New York
$6.86M 134,044 +2,442 +2%
OTPPB
17
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.12M 100,000 – –
Goldman Sachs
18
Goldman Sachs
New York
$4.61M 90,082 -493,238 -85%
TSS
19
Two Sigma Securities
New York
$4.28M 83,654 +83,654 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.14M 80,890 +3,581 +5%
RJA
21
Raymond James & Associates
Florida
$3.55M 69,399 +2,231 +3%
Ameriprise
22
Ameriprise
Minnesota
$3.07M 59,957 +11,269 +23%
Wells Fargo
23
Wells Fargo
California
$2.72M 53,161 -26,240 -33%
CB
24
Community Bank
New York
$2.55M 49,850 +9,465 +23%
AGA
25
Accuvest Global Advisors
Utah
$1.92M 37,416 -79,994 -68%
1
2 3 4