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Invesco KBW Bank ETF
KBWB

Overview Fund Activity

129 hedge funds and large institutions have $1.31B invested in Invesco KBW Bank ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+43
Holders Change %
+50%
% of All Funds
2.27%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
53
Increased
37
Reduced
21
Closed
8
Calls
$1.23M
Puts
$2.41M
Net Calls
-$1.18M
Net Calls Change
+$552K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$71.4M
2
CI
2
Clal Insurance
Israel
$45.8M
3
Bessemer Group
3
Bessemer Group
New Jersey
$34.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$34.1M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$30.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.6M
2
ACI
2
AMP Capital Investors
Australia
$24.2M
3
WBG
3
Wharton Business Group
Pennsylvania
$60.4M
4
BHB
4
Bank Hapoalim BM
Israel
$11.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.75M
Name Market Value Shares Shares
Change 		Shares
Change %
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$522M 8,439,875 +178,160 +2%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$71.4M 1,152,893 +1,152,893 New
Goldman Sachs
3
Goldman Sachs
New York
$68.5M 1,107,327 +150,771 +16%
WBG
4
Wharton Business Group
Pennsylvania
$60.4M 976,501 -311,455 -24%
Morgan Stanley
5
Morgan Stanley
New York
$51.6M 834,147 -520,681 -38%
CI
6
Clal Insurance
Israel
$45.8M 740,000 +740,000 New
Bessemer Group
7
Bessemer Group
New Jersey
$34.7M 560,000 +560,000 New
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$34.1M 551,491 +551,491 New
NSLI
9
Nan Shan Life Insurance
Taiwan
$30.8M 498,113 +498,113 New
AI
10
Accredited Investors
Minnesota
$26.2M 423,433 +5,273 +1%
Bank of America
11
Bank of America
North Carolina
$24.8M 399,961 +136,239 +52%
Wells Fargo
12
Wells Fargo
California
$24.5M 396,040 +103,284 +35%
ACI
13
AMP Capital Investors
Australia
$24.2M 391,074 -370,595 -49%
SCM
14
SOL Capital Management
Maryland
$21.1M 341,008 +2,080 +0.6%
AWMS
15
Advocacy Wealth Management Services
Georgia
$17.1M 273,385 -41,996 -13%
UBS Group
16
UBS Group
Switzerland
$15.7M 253,348 +119,365 +89%
LJAC
17
L.J. Altfest & Co
New York
$14.1M 227,074 -74,193 -25%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13.6M 219,573 +82,120 +60%
WA
19
WP Advisors
California
$13.4M 217,003 +32,351 +18%
PCA
20
PL Capital Advisors
Florida
$11.5M 185,000 – –
BHB
21
Bank Hapoalim BM
Israel
$11.3M 182,719 -215,299 -54%
BRCM
22
Bright Rock Capital Management
Massachusetts
$10.2M 165,000 – –
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$9.77M 157,870 +72,496 +85%
RJA
24
Raymond James & Associates
Florida
$7.74M 124,975 +84,126 +206%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$7.34M 118,654 +110,114 +1,289%
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