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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

86 hedge funds and large institutions have $884M invested in Invesco KBW Bank ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.53%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
22
Increased
33
Reduced
20
Closed
15
Calls
$704K
Puts
$2.44M
Net Calls
-$1.73M
Net Calls Change
-$1.62M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$416M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.2M
3
BHB
3
Bank Hapoalim BM
Israel
$20.1M
4
PCH
4
PGIM Custom Harvest
New Jersey
$6.06M
5
Morgan Stanley
5
Morgan Stanley
New York
$68.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.3M
2
CIM
2
Corda Investment Management
Texas
$0
3
WBG
3
Wharton Business Group
Pennsylvania
$64.9M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$416M 8,261,715 +7,839,115 +1,855%
Morgan Stanley
2
Morgan Stanley
New York
$68.3M 1,354,828 +84,169 +7%
WBG
3
Wharton Business Group
Pennsylvania
$64.9M 1,287,956 -98,525 -7%
Goldman Sachs
4
Goldman Sachs
New York
$48.2M 956,556 +622,617 +186%
ACI
5
AMP Capital Investors
Australia
$38M 761,669 – –
AI
6
Accredited Investors
Minnesota
$21.1M 418,160 +1,076 +0.3%
BHB
7
Bank Hapoalim BM
Israel
$20.1M 398,018 +255,133 +179%
SCM
8
SOL Capital Management
Maryland
$17.1M 338,928 +11,634 +4%
AWMS
9
Advocacy Wealth Management Services
Georgia
$15.9M 315,381 -26,467 -8%
LJAC
10
L.J. Altfest & Co
New York
$15.2M 301,267 +62,571 +26%
Wells Fargo
11
Wells Fargo
California
$14.7M 292,756 +5,613 +2%
Bank of America
12
Bank of America
North Carolina
$13.3M 263,722 -89,708 -25%
PCA
13
PL Capital Advisors
Florida
$9.32M 185,000 – –
WA
14
WP Advisors
California
$9.3M 184,652 +42,022 +29%
BRCM
15
Bright Rock Capital Management
Massachusetts
$8.31M 165,000 – –
Stifel Financial
16
Stifel Financial
Missouri
$8.04M 159,650 +56,531 +55%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.93M 137,453 +61,533 +81%
UBS Group
18
UBS Group
Switzerland
$6.75M 133,983 -3,827 -3%
PCH
19
PGIM Custom Harvest
New Jersey
$6.06M 120,325 +120,325 New
LPL Financial
20
LPL Financial
California
$5.89M 116,972 +22,082 +23%
RT
21
Rockland Trust
Massachusetts
$5.78M 114,710 -10,685 -9%
MIM
22
Morningstar Investment Management
Illinois
$5.68M 112,954 -22,148 -16%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.07M 100,654 -10,551 -9%
Truist Financial
24
Truist Financial
North Carolina
$4.39M 87,118 -5,810 -6%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$4.3M 85,374 -1,904,410 -96%
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