KBWR icon

Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

51 hedge funds and large institutions have $107M invested in Invesco KBW Regional Banking ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
12
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.42M
2
Jane Street
2
Jane Street
New York
$1.98M
3
Bank of America
3
Bank of America
North Carolina
$23.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.08M
5
PAG
5
Private Advisor Group
New Jersey
$900K

Top Sellers

1
PSUF
1
People's United Financial
Connecticut
$0
2
UBS Group
2
UBS Group
Switzerland
$6.11M
3
BFG
3
Bouchey Financial Group
New York
$12.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.1M
5
Brown Advisory
5
Brown Advisory
Maryland
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
26
Cahill Financial Advisors
Minnesota
$502K 8,993 -223 -2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$446K 8,000 – –
HB
28
Homrich & Berg
Georgia
$398K 7,129 +555 +8%
SC
29
Scotia Capital
Ontario, Canada
$390K 6,985 +6,985 New
SG
30
StoneX Group
New York
$323K 5,789 – –
CA
31
Cetera Advisors
Colorado
$302K 5,334 -338 -6%
SPIA
32
Steward Partners Investment Advisory
New York
$279K 5,001 +636 +15%
DI
33
Diligent Investors
California
$252K 4,515 +4,515 New
RJA
34
Raymond James & Associates
Florida
$233K 4,178 -10 -0.2%
RWA
35
River Wealth Advisors
Pennsylvania
$172K 3,078 +3,078 New
AG
36
Advisor Group
Arizona
$129K 2,302 – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$104K 1,850 – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$92K 1,650 – –
FANJ
39
Financial Architects (New Jersey)
New Jersey
$84K 1,500 – –
Wells Fargo
40
Wells Fargo
California
$80K 1,440 -42 -3%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$61K 1,100 – –
OIA
42
Optimum Investment Advisors
Illinois
$39K 700 – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$35K 625 – –
SWP
44
Stratos Wealth Partners
Ohio
$35K 620 +620 New
TRCT
45
Tower Research Capital (TRC)
New York
$13K 238 +236 +11,800%
AWM
46
AllSquare Wealth Management
New York
$10K 175 – –
HI
47
Hudock Inc
Pennsylvania
$7K 136 – –
YWP
48
YorkBridge Wealth Partners
New York
$6K 100 -100 -50%
RJFSA
49
Raymond James Financial Services Advisors
Florida
– – -3,551 Closed
PSUF
50
People's United Financial
Connecticut
– – -3,100 Closed
1
2
3