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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

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.

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
17
Increased
22
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$6.28M
2
Bank of America
2
Bank of America
North Carolina
$27.7M
3
Truist Financial
3
Truist Financial
North Carolina
$4.11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25.4M
5
AIC
5
Ayalon Insurance Company
Israel
$2.25M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.51M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.1M
3
UBS Group
3
UBS Group
Switzerland
$19.8M
4
AP
4
Advisors Preferred
Maryland
$32M
5
Barclays
5
Barclays
United Kingdom
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$79.6M 1,367,084 -31,610 -2%
AP
2
Advisors Preferred
Maryland
$32M 549,247 -45,109 -8%
Bank of America
3
Bank of America
North Carolina
$27.7M 475,398 +104,414 +28%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$25.4M 435,792 +40,444 +10%
VMPIC
5
Varma Mutual Pension Insurance Co
Finland
$24.6M 422,600 – –
MIM
6
Miller Investment Management
Pennsylvania
$20.2M 346,298 -767 -0.2%
UBS Group
7
UBS Group
Switzerland
$19.8M 340,575 -53,637 -14%
AI
8
Accredited Investors
Minnesota
$16.2M 278,384 -3,184 -1%
Barclays
9
Barclays
United Kingdom
$16M 274,760 -36,211 -12%
Morgan Stanley
10
Morgan Stanley
New York
$16M 274,134 +6,682 +2%
SCM
11
SOL Capital Management
Maryland
$14.7M 251,999 -17,150 -6%
NA
12
Nottingham Advisors
New York
$13.5M 233,216 +720 +0.3%
Goldman Sachs
13
Goldman Sachs
New York
$11.1M 189,970 -82,700 -30%
SAM
14
Silvercrest Asset Management
New York
$7.94M 136,386 -10,428 -7%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.51M 128,973 -848,320 -87%
Wells Fargo
16
Wells Fargo
California
$6.54M 112,308 +18,416 +20%
CS
17
Credit Suisse
Switzerland
$6.47M 111,059 +10,244 +10%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$6.28M 107,834 +107,834 New
LNB
19
Ledyard National Bank
$6.04M 103,751 +9,928 +11%
Truist Financial
20
Truist Financial
North Carolina
$4.11M 70,593 +70,593 New
RJA
21
Raymond James & Associates
Florida
$3.71M 63,681 +2,810 +5%
Citigroup
22
Citigroup
New York
$3.67M 63,000 +7,970 +14%
FFWA
23
FRG Family Wealth Advisors
Washington
$3.08M 52,828 -24,766 -32%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.84M 48,816 -5,101 -9%
CA
25
Cetera Advisors
Colorado
$2.61M 44,794 -1,138 -2%
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