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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

99 hedge funds and large institutions have $623M invested in Invesco KBW Bank ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
2.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
17
Increased
36
Reduced
26
Closed
11
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
-$99K

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$41.5M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$60.6M
3
RJA
3
Raymond James & Associates
Florida
$10.6M
4
Bank of America
4
Bank of America
North Carolina
$61.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$30.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.91M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.29M
3
NA
3
Nottingham Advisors
New York
$0
4
MIM
4
Miller Investment Management
Pennsylvania
$29.8M
5
Citigroup
5
Citigroup
New York
$253K
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$67.1M 1,220,185 -52,967 -4%
Bank of America
2
Bank of America
North Carolina
$61.8M 1,124,539 +104,737 +10%
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$60.6M 1,102,600 +420,000 +62%
PVH
4
Psagot Value Holdings
Israel
$46.2M 840,555 – –
Barclays
5
Barclays
United Kingdom
$41.5M 755,000 +755,000 New
UBS Group
6
UBS Group
Switzerland
$40.9M 743,608 +14,726 +2%
AI
7
Accredited Investors
Minnesota
$31.2M 567,072 -9,296 -2%
Morgan Stanley
8
Morgan Stanley
New York
$30.1M 546,628 +96,609 +21%
MIM
9
Miller Investment Management
Pennsylvania
$29.8M 542,143 -229,482 -30%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.4M 479,276 +32,242 +7%
LPL Financial
11
LPL Financial
California
$18.3M 332,351 -14,296 -4%
SCM
12
SOL Capital Management
Maryland
$16.1M 292,924 +15,742 +6%
CA
13
Cumberland Advisors
Florida
$12.3M 222,840 -19,860 -8%
AP
14
Advisors Preferred
Maryland
$11.1M 202,583 -106,941 -35%
LNB
15
Ledyard National Bank
$10.9M 198,895 +61,865 +45%
RJA
16
Raymond James & Associates
Florida
$10.6M 192,720 +119,249 +162%
Goldman Sachs
17
Goldman Sachs
New York
$9.91M 180,259 -906,741 -83%
HBWM
18
Hollow Brook Wealth Management
New York
$8.25M 149,967 -16,682 -10%
SAM
19
Silvercrest Asset Management
New York
$7.97M 145,011 +3,167 +2%
OTPPB
20
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.5M 100,000 – –
Ameriprise
21
Ameriprise
Minnesota
$5.26M 95,558 +29,306 +44%
VF
22
Virtu Financial
New York
$4.86M 88,486 +68,213 +336%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$4.29M 78,132 -408,142 -84%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.89M 70,834 -16,796 -19%
Wells Fargo
25
Wells Fargo
California
$3.55M 64,584 +11,335 +21%
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