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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

49 hedge funds and large institutions have $117M invested in Invesco KBW Regional Banking ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
19
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$13M
2
UBS Group
2
UBS Group
Switzerland
$8.86M
3
BTS
3
BB&T Securities
Virginia
$1.35M
4
C
4
Clearshares
New York
$2.47M
5
1IA
5
1834 Investment Advisors
Wisconsin
$6.43M

Top Sellers

1
PSUF
1
People's United Financial
Connecticut
$11.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CA
3
Cetera Advisors
Colorado
$330K
4
PAG
4
Private Advisor Group
New Jersey
$0
5
Bank of America
5
Bank of America
North Carolina
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
26
StoneX Group
New York
$335K -$10.7K -185 -3%
CA
27
Cetera Advisors
Colorado
$330K -$1.23M -21,202 -79%
SPIA
28
Steward Partners Investment Advisory
New York
$253K +$253K +4,365 New
RJA
29
Raymond James & Associates
Florida
$243K +$5.8K +100 +2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$206K -$17.3K -299 -8%
AG
31
Advisor Group
Arizona
$133K +$23.2K +401 +21%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$105K – – –
GT
33
Glenmede Trust
Pennsylvania
$104K +$104K +1,800 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$96K +$14.5K +250 +18%
FANJ
35
Financial Architects (New Jersey)
New Jersey
$87K – – –
Wells Fargo
36
Wells Fargo
California
$86K -$754 -13 -0.9%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$63K +$63K +1,100 New
OIA
38
Optimum Investment Advisors
Illinois
$41K – – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$36K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$29K +$29K +500 New
YWP
41
YorkBridge Wealth Partners
New York
$12K – – –
AWM
42
AllSquare Wealth Management
New York
$10K – – –
HI
43
Hudock Inc
Pennsylvania
$7K – – –
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$5K – – –
AA
45
AlphaMark Advisors
Kentucky
$3K – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$1.89M -33,383 Closed
PAG
47
Private Advisor Group
New Jersey
– -$670K -11,817 Closed
SC
48
Scotia Capital
Ontario, Canada
– -$389K -6,859 Closed
Stifel Financial
49
Stifel Financial
Missouri
– -$290K -5,100 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$272K -4,814 Closed
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