KBWB icon

Invesco KBW Bank ETF
KBWB

Overview Fund Activity

79 hedge funds and large institutions have $394M invested in Invesco KBW Bank ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 19 closing their positions.

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.6%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
13
Increased
28
Reduced
20
Closed
19
Calls
$953K
Puts
$1.07M
Net Calls
-$112K
Net Calls Change
+$677K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$47.6M
3
LJAC
3
L.J. Altfest & Co
New York
$8.95M
4
ACI
4
AMP Capital Investors
Australia
$28.2M
5
CIM
5
Corda Investment Management
Texas
$8.28M

Top Sellers

1
BCIM
1
British Columbia Investment Management
British Columbia, Canada
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$1.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$52M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.6M 1,989,784 +1,229,026 +162%
WBG
2
Wharton Business Group
Pennsylvania
$52M 1,386,481 -47,340 -3%
Morgan Stanley
3
Morgan Stanley
New York
$47.6M 1,270,659 +639,849 +101%
ACI
4
AMP Capital Investors
Australia
$28.2M 761,669 +237,051 +45%
VMPIC
5
Varma Mutual Pension Insurance Co
Finland
$15.8M 422,600 – –
AI
6
Accredited Investors
Minnesota
$15.6M 417,084 +8,336 +2%
Bank of America
7
Bank of America
North Carolina
$13.3M 353,430 +1,258 +0.4%
AWMS
8
Advocacy Wealth Management Services
Georgia
$12.9M 341,848 +219,860 +180%
Goldman Sachs
9
Goldman Sachs
New York
$12.5M 333,939 +67,814 +25%
SCM
10
SOL Capital Management
Maryland
$12.3M 327,294 +30,667 +10%
Wells Fargo
11
Wells Fargo
California
$10.8M 287,143 -18,539 -6%
LJAC
12
L.J. Altfest & Co
New York
$8.95M 238,696 +238,696 New
CIM
13
Corda Investment Management
Texas
$8.28M 220,907 +220,907 New
PCA
14
PL Capital Advisors
Florida
$6.94M 185,000 – –
BRCM
15
Bright Rock Capital Management
Massachusetts
$6.19M 165,000 – –
WA
16
WP Advisors
California
$5.35M 142,630 +98,469 +223%
UBS Group
17
UBS Group
Switzerland
$5.17M 137,810 -29,356 -18%
MIM
18
Morningstar Investment Management
Illinois
$5.07M 135,102 +25,353 +23%
RT
19
Rockland Trust
Massachusetts
$4.7M 125,395 -18,000 -13%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.17M 111,205 +1,691 +2%
Stifel Financial
21
Stifel Financial
Missouri
$3.87M 103,119 +71,321 +224%
LPL Financial
22
LPL Financial
California
$3.56M 94,890 +43,567 +85%
Truist Financial
23
Truist Financial
North Carolina
$3.48M 92,928 -6,889 -7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.85M 75,920 -30,426 -29%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.82M 75,234 +12,766 +20%
1
2 3 4 5