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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

94 hedge funds and large institutions have $444M invested in Invesco KBW Bank ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 24 closing their positions.

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
19
Increased
23
Reduced
35
Closed
24
Calls
$696K
Puts
–
Net Calls
+$696K
Net Calls Change
+$696K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$67.7M
2
CG
2
Colony Group
Massachusetts
$10M
3
Stifel Financial
3
Stifel Financial
Missouri
$6.89M
4
WBG
4
Wharton Business Group
Pennsylvania
$57.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.76M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.3M
2
Bank of America
2
Bank of America
North Carolina
$18.3M
3
LPL Financial
3
LPL Financial
California
$2.51M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.6M
5
AI
5
Accredited Investors
Minnesota
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$67.7M 1,538,331 +450,527 +41%
WBG
2
Wharton Business Group
Pennsylvania
$57.1M 1,297,437 +76,005 +6%
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$48.6M 1,102,600 – –
PVH
4
Psagot Value Holdings
Israel
$36.9M 839,861 – –
Morgan Stanley
5
Morgan Stanley
New York
$23.7M 539,655 +49,168 +10%
UBS Group
6
UBS Group
Switzerland
$19.9M 452,404 -90,490 -17%
Bank of America
7
Bank of America
North Carolina
$18.3M 416,532 -596,397 -59%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.6M 353,724 -164,069 -32%
AI
9
Accredited Investors
Minnesota
$13.5M 308,050 -109,254 -26%
NA
10
Nottingham Advisors
New York
$12.8M 235,240 +671 +0.3%
SCM
11
SOL Capital Management
Maryland
$12.8M 290,134 -9,600 -3%
RJA
12
Raymond James & Associates
Florida
$11.5M 261,264 +62,306 +31%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$10.3M 232,729 -598,640 -72%
CG
14
Colony Group
Massachusetts
$10M 227,283 +227,283 New
SAM
15
Silvercrest Asset Management
New York
$7.81M 177,651 +4,649 +3%
Stifel Financial
16
Stifel Financial
Missouri
$6.89M 156,685 +156,685 New
HBWM
17
Hollow Brook Wealth Management
New York
$5.94M 135,026 -10,164 -7%
LNB
18
Ledyard National Bank
$4.97M 113,049 -85,483 -43%
OTPPB
19
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.4M 100,000 – –
Wells Fargo
20
Wells Fargo
California
$4.15M 94,384 +22,342 +31%
FFWA
21
FRG Family Wealth Advisors
Washington
$4.06M 92,365 -19,658 -18%
TRCT
22
Tower Research Capital (TRC)
New York
$3.95M 89,817 +45,514 +103%
Citadel Advisors
23
Citadel Advisors
Florida
$3.76M 85,141 +71,199 +511%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.55M 80,637 +29,328 +57%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.55M 57,868 +28,712 +98%
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