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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

48 hedge funds and large institutions have $210M invested in Invesco KBW Regional Banking ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
48
Holders Change
+18
Holders Change %
+60%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
18
Increased
17
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$42.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.5M
3
BFG
3
Bouchey Financial Group
New York
$9.1M
4
Bank of America
4
Bank of America
North Carolina
$17.3M
5
NCM
5
Niemann Capital Management
Nevada
$8.71M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$54.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$710K
3
Brown Advisory
3
Brown Advisory
Maryland
$13.3M
4
LPL Financial
4
LPL Financial
California
$786K
5
RJA
5
Raymond James & Associates
Florida
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VKH
26
Virtu KCG Holdings
New York
$499K 8,917 +8,917 New
SC
27
Scotia Capital
Ontario, Canada
$302K 5,395 +5,395 New
DI
28
Diligent Investors
California
$295K 5,270 – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$291K 5,208 +207 +4%
HighTower Advisors
30
HighTower Advisors
Illinois
$279K 4,984 +4,984 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$255K 4,584 +3,649 +390%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$250K 4,466 +4,466 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$247K 4,424 +3,691 +504%
MFS
34
MSI Financial Services
Massachusetts
$152K 2,721 +1,278 +89%
Wells Fargo
35
Wells Fargo
California
$121K 2,160 +91 +4%
FANJ
36
Financial Architects (New Jersey)
New Jersey
$105K 1,875 +1,875 New
AG
37
Advisor Group
Arizona
$58K 1,039 +104 +11%
BTIS
38
BB&T Investment Services
North Carolina
$14K 240 +240 New
HI
39
Hudock Inc
Pennsylvania
$13K 246 -3 -1%
AWMS
40
Advocacy Wealth Management Services
Georgia
$13K 240 – –
YWP
41
YorkBridge Wealth Partners
New York
$11K 200 +200 New
FHA
42
First Horizon Advisors
Tennessee
$9K 213 – –
IA
43
IFP Advisors
Florida
$8K 150 – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$8K 139 +139 New
BC
45
Bartlett & Co
Ohio
$8K 150 +150 New
ACS
46
Archford Capital Strategies
Illinois
$5K 105 +105 New
US Bancorp
47
US Bancorp
Minnesota
$4K 79 +79 New
Parallax Volatility Advisers
48
Parallax Volatility Advisers
California
$0 1 – –
1
2