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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

83 hedge funds and large institutions have $334M invested in Invesco KBW Bank ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
18
Reduced
38
Closed
13
Calls
$272K
Puts
–
Net Calls
+$272K
Net Calls Change
-$118K

Top Buyers

1
MIM
1
Miller Investment Management
Pennsylvania
$17.1M
2
CS
2
Credit Suisse
Switzerland
$9.01M
3
Bank of America
3
Bank of America
North Carolina
$21M
4
WBG
4
Wharton Business Group
Pennsylvania
$70.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.73M

Top Sellers

1
PVH
1
Psagot Value Holdings
Israel
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$18.8M
3
BTS
3
BB&T Securities
Virginia
$3.33M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
5
NA
5
Nottingham Advisors
New York
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$70.7M 1,400,874 +78,455 +6%
UBS Group
2
UBS Group
Switzerland
$21.6M 427,799 -7,674 -2%
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$21.3M 422,600 – –
Bank of America
4
Bank of America
North Carolina
$21M 415,489 +135,008 +48%
Goldman Sachs
5
Goldman Sachs
New York
$18.8M 373,125 -228,228 -38%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$18.6M 369,020 +49,524 +16%
MIM
7
Miller Investment Management
Pennsylvania
$17.1M 338,090 +338,090 New
Morgan Stanley
8
Morgan Stanley
New York
$16.3M 323,174 +21,634 +7%
AI
9
Accredited Investors
Minnesota
$14.3M 283,430 -17,551 -6%
SCM
10
SOL Capital Management
Maryland
$13.8M 272,784 -8,200 -3%
NA
11
Nottingham Advisors
New York
$11.7M 227,436 -80,694 -26%
CS
12
Credit Suisse
Switzerland
$9.01M 178,492 +178,492 New
SAM
13
Silvercrest Asset Management
New York
$7.7M 152,551 -23,541 -13%
Wells Fargo
14
Wells Fargo
California
$4.87M 96,571 -44,321 -31%
Two Sigma Investments
15
Two Sigma Investments
New York
$4.73M 93,800 +73,600 +364%
LNB
16
Ledyard National Bank
$4.68M 92,760 -7,695 -8%
FFWA
17
FRG Family Wealth Advisors
Washington
$4.68M 92,729 -5,160 -5%
RJA
18
Raymond James & Associates
Florida
$4.55M 90,207 -64,235 -42%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.09M 82,546 -18,533 -18%
Citigroup
20
Citigroup
New York
$3.6M 71,300 +70,971 +21,572%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$3.49M 69,100 +33,100 +92%
BTS
22
BB&T Securities
Virginia
$3.33M 65,920 -118,386 -64%
HBWM
23
Hollow Brook Wealth Management
New York
$3.29M 65,103 -843 -1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.09M 61,298 -13,213 -18%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.75M 54,577 -781 -1%
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