Invesco KBW Bank ETF
KBWB
86 hedge funds and large institutions have $413M invested in Invesco KBW Bank ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
12% more funds holding
Funds holding: 77 → 86 (+9)
2% more capital invested
Capital invested by funds: $405M → $413M (+$7.74M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.59% less ownership
Funds ownership: 71.84% → 68.25% (-3.6%)
24% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$5.94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.75M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$3.89M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.23M |
| 5 |
AIC
Ayalon Insurance Company
Ramat Gan,
Israel
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$46.7M |
| 2 |
Goldman Sachs
New York
|
-$4.56M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.96M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$2.49M |
| 5 |
Barclays
London,
United Kingdom
|
-$2M |
KBWB Hedge Fund Activity: Q4 2019 in Review
86 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q4 2019, worth a combined $413M — up 1.9% from $405M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new KBWB positions and 7 closed out — a net gain of 10 holders — while 22 added to existing stakes and 29 trimmed.
The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $5.94M. The largest seller was JP Morgan Chase, cutting an estimated $46.7M.
- 86 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q4 2019, up from 77 in Q3 2019.
- Funds reported $413M of Invesco KBW Bank ETF stock for Q4 2019, up 1.9% quarter-over-quarter.
- 17 funds opened new Invesco KBW Bank ETF positions in Q4 2019 and 7 closed out, a net change of +10 holders.
- The largest Invesco KBW Bank ETF buyer in Q4 2019 was Qube Research & Technologies (QRT), an estimated $5.94M added.
- The largest Invesco KBW Bank ETF seller in Q4 2019 was JP Morgan Chase, an estimated $46.7M sold.
Based on aggregated 13F filings for Q4 2019.