KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

71 hedge funds and large institutions have $238M invested in Invesco KBW Bank ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
71
Holders Change
-15
Holders Change %
-17.44%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
10
Increased
15
Reduced
31
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.2M
2
Bank of America
2
Bank of America
North Carolina
$28.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.7M
4
AI
4
Accredited Investors
Minnesota
$12.3M
5
WBG
5
Wharton Business Group
Pennsylvania
$47.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
MIM
2
Miller Investment Management
Pennsylvania
$0
3
Barclays
3
Barclays
United Kingdom
$0
4
UBS Group
4
UBS Group
Switzerland
$5.77M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.2M 1,436,854 +1,162,720 +424%
WBG
2
Wharton Business Group
Pennsylvania
$47.6M 1,419,948 +52,864 +4%
Bank of America
3
Bank of America
North Carolina
$28.4M 846,875 +371,477 +78%
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$14.2M 422,600 – –
AI
5
Accredited Investors
Minnesota
$12.3M 367,016 +88,632 +32%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$11.7M 350,060 +221,087 +171%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.1M 302,276 -133,516 -31%
SCM
8
SOL Capital Management
Maryland
$8.23M 245,458 -6,541 -3%
NA
9
Nottingham Advisors
New York
$6.29M 176,436 -56,780 -24%
Goldman Sachs
10
Goldman Sachs
New York
$6.28M 187,245 -2,725 -1%
UBS Group
11
UBS Group
Switzerland
$5.77M 172,242 -168,333 -49%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$4.59M 136,789 +28,955 +27%
Wells Fargo
13
Wells Fargo
California
$3.57M 106,423 -5,885 -5%
Truist Financial
14
Truist Financial
North Carolina
$3.4M 101,439 +30,846 +44%
SAM
15
Silvercrest Asset Management
New York
$3.18M 94,734 -41,652 -31%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.05M 61,045 +19,364 +46%
RJA
17
Raymond James & Associates
Florida
$2M 59,746 -3,935 -6%
LNB
18
Ledyard National Bank
$1.87M 55,697 -48,054 -46%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.71M 50,866 +2,050 +4%
HF
20
HRT Financial
New York
$1.68M 50,106 +50,106 New
CA
21
Cetera Advisors
Colorado
$1.35M 40,368 -4,426 -10%
FFWA
22
FRG Family Wealth Advisors
Washington
$1.34M 39,888 -12,940 -24%
LPL Financial
23
LPL Financial
California
$1.06M 31,674 -1,137 -3%
DACG
24
Donor Advised Charitable Giving
California
$956K 28,532 +17,345 +155%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$948K 28,281 – –
1
2 3 4