Invesco KBW Bank ETF
KBWB
85 hedge funds and large institutions have $299M invested in Invesco KBW Bank ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 14 closing their positions.
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
26% more capital invested
Capital invested by funds: $238M → $299M (+$61.2M)
20% more funds holding
Funds holding: 71 → 85 (+14)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
12.75% less ownership
Funds ownership: 71.3% → 58.56% (-13%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
71% less call options, than puts
Call options by funds: $317K | Put options by funds: $1.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$19.6M |
| 2 |
JP Morgan Chase
New York
|
+$15.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.45M |
| 4 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$6.91M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$6.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$30.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$18.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.32M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
-$4.31M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$3.17M |
KBWB Hedge Fund Activity: Q2 2020 in Review
85 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q2 2020, worth a combined $299M — up 26% from $238M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new KBWB positions and 14 closed out — a net gain of 14 holders — while 23 added to existing stakes and 23 trimmed.
The largest buyer was AMP Capital Investors, opening a new position worth an estimated $19.6M. The largest seller was Morgan Stanley, cutting an estimated $30.1M.
- 85 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q2 2020, up from 71 in Q1 2020.
- Funds reported $299M of Invesco KBW Bank ETF stock for Q2 2020, up 26% quarter-over-quarter.
- 28 funds opened new Invesco KBW Bank ETF positions in Q2 2020 and 14 closed out, a net change of +14 holders.
- The largest Invesco KBW Bank ETF buyer in Q2 2020 was AMP Capital Investors, an estimated $19.6M added.
- The largest Invesco KBW Bank ETF seller in Q2 2020 was Morgan Stanley, an estimated $30.1M sold.
Based on aggregated 13F filings for Q2 2020.