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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

93 hedge funds and large institutions have $651M invested in Invesco KBW Bank ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+23
Holders Change %
+32.86%
% of All Funds
2.11%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
27
Increased
31
Reduced
17
Closed
4
Calls
$726K
Puts
–
Net Calls
+$726K
Net Calls Change
+$726K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.8M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$37.6M
3
AP
3
Advisors Preferred
Maryland
$17M
4
LNB
4
Ledyard National Bank
$7.54M
5
MOACM
5
Mutual of America Capital Management
New York
$3.72M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.1M
2
WBG
2
Wharton Business Group
Pennsylvania
$69.8M
3
HH
3
Hilltop Holdings
Texas
$657K
4
Jane Street
4
Jane Street
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$40.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$69.8M 1,273,152 -27,765 -2%
Goldman Sachs
2
Goldman Sachs
New York
$59.8M 1,087,000 +996,918 +1,107%
Bank of America
3
Bank of America
North Carolina
$56.1M 1,019,802 -1,035,570 -50%
PVH
4
Psagot Value Holdings
Israel
$46.2M 840,555 – –
MIM
5
Miller Investment Management
Pennsylvania
$42.5M 771,625 -5,700 -0.7%
UBS Group
6
UBS Group
Switzerland
$40.1M 728,882 -15,204 -2%
VMPIC
7
Varma Mutual Pension Insurance Co
Finland
$37.6M 682,600 +682,600 New
AI
8
Accredited Investors
Minnesota
$31.7M 576,368 -14,059 -2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$26.8M 486,274 +36,274 +8%
Morgan Stanley
10
Morgan Stanley
New York
$24.8M 450,019 +50,841 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$24.6M 447,034 +57,428 +15%
LPL Financial
12
LPL Financial
California
$19.1M 346,647 -322 -0.1%
AP
13
Advisors Preferred
Maryland
$17M 309,524 +309,524 New
NA
14
Nottingham Advisors
New York
$15.6M 282,635 +8,419 +3%
SCM
15
SOL Capital Management
Maryland
$15.3M 277,182 -1,250 -0.4%
CA
16
Cumberland Advisors
Florida
$13.4M 242,700 +10,710 +5%
Citigroup
17
Citigroup
New York
$11.3M 206,098 +22 +0%
HBWM
18
Hollow Brook Wealth Management
New York
$9.17M 166,649 +30,102 +22%
SAM
19
Silvercrest Asset Management
New York
$7.8M 141,844 +7,800 +6%
LNB
20
Ledyard National Bank
$7.54M 137,030 +137,030 New
OTPPB
21
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.5M 100,000 – –
TSS
22
Two Sigma Securities
New York
$4.93M 89,522 +5,868 +7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.82M 87,630 +6,740 +8%
RJA
24
Raymond James & Associates
Florida
$4.04M 73,471 +4,072 +6%
MOACM
25
Mutual of America Capital Management
New York
$3.72M 67,529 +67,529 New
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