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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

103 hedge funds and large institutions have $630M invested in Invesco KBW Bank ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.36%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
14
Increased
35
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$58.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$38.9M
3
NA
3
Nottingham Advisors
New York
$2.67M
4
FFWA
4
FRG Family Wealth Advisors
Washington
$4.49M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.19M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$32K
2
MIM
2
Miller Investment Management
Pennsylvania
$14.5M
3
AP
3
Advisors Preferred
Maryland
$0
4
VF
4
Virtu Financial
New York
$507K
5
UBS Group
5
UBS Group
Switzerland
$35.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$65.7M 1,226,295 +6,110 +0.5%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$59M 1,102,600 – –
Bank of America
3
Bank of America
North Carolina
$58.6M 1,092,818 -31,721 -3%
Goldman Sachs
4
Goldman Sachs
New York
$58.3M 1,087,812 +907,553 +503%
PVH
5
Psagot Value Holdings
Israel
$45.1M 840,613 +58 +0%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$38.9M 725,639 +647,507 +829%
UBS Group
7
UBS Group
Switzerland
$35.7M 665,904 -77,704 -10%
Morgan Stanley
8
Morgan Stanley
New York
$30.5M 568,664 +22,036 +4%
AI
9
Accredited Investors
Minnesota
$30.1M 561,773 -5,299 -0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$27.4M 510,744 +31,468 +7%
LPL Financial
11
LPL Financial
California
$18.6M 346,360 +14,009 +4%
SCM
12
SOL Capital Management
Maryland
$15.8M 295,284 +2,360 +0.8%
MIM
13
Miller Investment Management
Pennsylvania
$14.5M 269,742 -272,401 -50%
CA
14
Cumberland Advisors
Florida
$12.2M 227,765 +4,925 +2%
LNB
15
Ledyard National Bank
$11.1M 206,113 +7,218 +4%
RJA
16
Raymond James & Associates
Florida
$10.5M 196,473 +3,753 +2%
SAM
17
Silvercrest Asset Management
New York
$9M 167,804 +22,793 +16%
HBWM
18
Hollow Brook Wealth Management
New York
$7.83M 146,062 -3,905 -3%
Ameriprise
19
Ameriprise
Minnesota
$5.68M 105,567 +10,009 +10%
OTPPB
20
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.36M 100,000 – –
FFWA
21
FRG Family Wealth Advisors
Washington
$4.49M 83,685 +43,675 +109%
Wells Fargo
22
Wells Fargo
California
$3.77M 70,233 +5,649 +9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.73M 69,509 -1,325 -2%
CA
24
Cetera Advisors
Colorado
$3.22M 60,355 -293 -0.5%
VWM
25
Venturi Wealth Management
Texas
$2.89M 50,650 +7,475 +17%
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