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Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

42 hedge funds and large institutions have $49.4M invested in Invesco KBW Regional Banking ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 17 closing their positions.

Holders
42
Holders Change
-9
Holders Change %
-17.65%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
7
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.9M
2
NCMW
2
Northern Capital Management (Wisconsin)
Wisconsin
$3.01M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$451K
4
PFBT
4
Parkside Financial Bank & Trust
Missouri
$393K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$921K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.23M
2
Ameriprise
2
Ameriprise
Minnesota
$1.29M
3
1IA
3
1834 Investment Advisors
Wisconsin
$55K
4
VAS
4
Valicenti Advisory Services
New York
$0
5
BFG
5
Bouchey Financial Group
New York
$6.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$202K 4,508 +4,508 New
WCM
27
WealthBridge Capital Management
Ohio
$185K 4,126 +4,126 New
RWA
28
River Wealth Advisors
Pennsylvania
$151K 3,366 +288 +9%
William Blair & Company
29
William Blair & Company
Illinois
$103K 2,303 +2,303 New
AG
30
Advisor Group
Arizona
$94K 2,103 -199 -9%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$83K 1,850 – –
TRCT
32
Tower Research Capital (TRC)
New York
$68K 1,512 +1,274 +535%
Wells Fargo
33
Wells Fargo
California
$65K 1,440 – –
1IA
34
1834 Investment Advisors
Wisconsin
$55K 1,236 -109,696 -99%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$49K 1,100 – –
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$28K 625 – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$13K 300 -1,350 -82%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$9K 200 -1,300 -87%
YWP
39
YorkBridge Wealth Partners
New York
$4K 100 – –
GT
40
Glenmede Trust
Pennsylvania
$80 1,800 +1,800 New
VAS
41
Valicenti Advisory Services
New York
– – -57,299 Closed
C
42
Clearshares
New York
– – -42,976 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– – -19,357 Closed
PAG
44
Private Advisor Group
New Jersey
– – -16,135 Closed
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
– – -15,017 Closed
CFA
46
Cahill Financial Advisors
Minnesota
– – -8,993 Closed
HB
47
Homrich & Berg
Georgia
– – -7,129 Closed
SC
48
Scotia Capital
Ontario, Canada
– – -6,985 Closed
CA
49
Cetera Advisors
Colorado
– – -5,334 Closed
SPIA
50
Steward Partners Investment Advisory
New York
– – -5,001 Closed
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