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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

49 hedge funds and large institutions have $85.2M invested in Invesco KBW Regional Banking ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
15
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$8.91M
2
1IA
2
1834 Investment Advisors
Wisconsin
$5.22M
3
UBS Group
3
UBS Group
Switzerland
$6.38M
4
BFG
4
Bouchey Financial Group
New York
$12.6M
5
C
5
Clearshares
New York
$1.14M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
Jane Street
2
Jane Street
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$852K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$79K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$284K 5,001 – –
Citadel Advisors
27
Citadel Advisors
Florida
$272K 4,814 +4,814 New
DI
28
Diligent Investors
California
$267K 4,715 -100 -2%
RJA
29
Raymond James & Associates
Florida
$232K 4,088 +4,088 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$218K 3,850 -413 -10%
PSUF
31
People's United Financial
Connecticut
$204K 3,600 +3,600 New
AG
32
Advisor Group
Arizona
$108K 1,901 – –
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$105K 1,850 – –
FANJ
34
Financial Architects (New Jersey)
New Jersey
$85K 1,500 -152 -9%
Wells Fargo
35
Wells Fargo
California
$85K 1,495 -14 -0.9%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$79K 1,400 -992 -41%
OIA
37
Optimum Investment Advisors
Illinois
$40K 700 +700 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$35K 625 +625 New
SWP
39
Stratos Wealth Partners
Ohio
$19K 338 -300 -47%
William Blair & Company
40
William Blair & Company
Illinois
$18K 322 +322 New
YWP
41
YorkBridge Wealth Partners
New York
$11K 200 – –
AWM
42
AllSquare Wealth Management
New York
$10K 175 -175 -50%
HI
43
Hudock Inc
Pennsylvania
$7K 136 – –
FHA
44
First Horizon Advisors
Tennessee
$6K 118 – –
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$5K 91 – –
AA
46
AlphaMark Advisors
Kentucky
$3K 60 – –
Brown Advisory
47
Brown Advisory
Maryland
– – -224,297 Closed
Jane Street
48
Jane Street
New York
– – -12,558 Closed
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
– – -1,680 Closed
KJWM
50
Kiley Juergens Wealth Management
Washington
– – -656 Closed
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